Financial Client Administrator
1 week ago
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation.What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things...
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Financial Client Administrator
3 weeks ago
Cardiff, United Kingdom Focus Resourcing Group Careers Full timeOur client in Cardiff is looking for a Client Administrator to join their friendly and professional team.You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time.In this role, you'll be the engine that keeps the advice process moving; ensuring...
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Financial Client Administrator
1 week ago
Cardiff, United Kingdom Focus Resourcing Full timeOur client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you’ll be the engine that keeps the advice process moving;...
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Financial Client Administrator
1 week ago
Cardiff, United Kingdom Focus Resourcing Full timeOur client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving;...
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Client Administrator
2 weeks ago
Cardiff, United Kingdom Eden Rose Full timeClient Administrator – up to £30,000 – CardiffA leading, client-centric wealth management business is seeking a highly organised and proactive Client Administrator to support their Financial Planners, Paraplanners and wider advice team. This role plays a key part in ensuring that client information is accurate, advice is implemented efficiently, and...
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Client Administrator
5 days ago
Cardiff, United Kingdom Eden Rose Full timeJob DescriptionClient Administrator – up to £30,000 – CardiffA leading, client-centric wealth management business is seeking a highly organised and proactive Client Administrator to support their Financial Planners, Paraplanners and wider advice team. This role plays a key part in ensuring that client information is accurate, advice is implemented...
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Client Administrator
7 days ago
Cardiff, United Kingdom Heat Recruitment Full timeLocationCardiff Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89411 Recruiter Managing This Role Client Administrator up to £30,000 Cardiff A leading, client-centric wealth management business is seeking a highly organised and proactive Client Administrator to support their Financial Planners, Paraplanners and wider advice team. This role...
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Client Administrator
2 weeks ago
Cardiff, United Kingdom Eden Rose Full timeClient Administrator – up to £30,000 – Cardiff Role Overview The Client Administrator will take ownership of new business processing, maintain accurate client records, liaise with providers and ensure all administrative tasks are completed to a high standard and within agreed timeframes. You will work closely with Financial Planners to ensure the smooth...
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Cardiff, United Kingdom Focus Resourcing Group Full timeOur client in Cardiff is looking for a Client Administrator to join their friendly and professional team.You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time.In this role, you'll be the engine that keeps the advice process moving; ensuring...
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Financial Planning Administrator
2 weeks ago
Cardiff, United Kingdom Attivo Full timeFinancial Planning Administrator – AttivoJoin to apply for the Financial Planning Administrator role at Attivo.About AttivoAttivo are lifestyle financial planners. We’re a privately owned company that values transparency, openness, and honesty, building trust with our clients and inspiring their financial confidence. Our experienced, highly qualified...
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Financial Adviser
6 days ago
Cardiff, United Kingdom mbf. Full timeWe are currently working with a forward thinking Financial Planning business who are looking to continue their growth by adding an additional employed Financial Advisor to their team. The company are fully independent & successful, they are a boutique businessthat provide holistic financial advice to clients across Wales and the South West. Due to continued...
