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Financial Planning Administrator in Cardiff

3 months ago

Cardiff, Cardiff, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Cardiff

Job reference: 9164

Salary: up to £26,000

Recruit UK are working on behalf of a well-regarded Independent Financial Planning firm in Cardiff, to find a talented Financial Planning Administrator. This is a fantastic opportunity to join a dedicated team of Independent Financial Advisers and a paraplanner, where you will play a key role in ensuring seamless administrative support.

Key Responsibilities:

  • Managing incoming and outgoing post.
  • Handling all incoming phone calls.
  • Coordinating with providers and internal teams to obtain necessary information.
  • Preparing valuations and assembling client packs for meetings.
  • Addressing client and provider enquiries via phone and written correspondence.
  • Keeping client records meticulously updated and organised within the back-office system.
  • Ensuring all necessary documentation is properly filed.
  • Adhering to compliance standards.

Benefits:

  • Salary up to £26,000 (negotiable on experience)
  • 25 days annual leave
  • Free parking
  • Death in service

Requirements:

  • Strong communication skills, both written and verbal
  • Previous experience within a wealth management/investment firm, or banking
  • Proficient in Microsoft Word, Excel, in-house IFA systems, and provider websites.
  • Exceptional organisational skills
  • Able to prioritise and manage your workload effectively.
  • Ability to work as a team member and also independently
  • Professional telephone manner and excellent interpersonal skills.
  • Keen attention to detail and high accuracy in all tasks.
  • Flexible and capable of managing your own time efficiently.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Cardiff.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.