Client Administrator
6 days ago
LocationCardiff 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 plays a key part in ensuring that client information is accurate, advice is implemented efficiently, and planners are fully supported in delivering an exceptional service. 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 running of client cases and uphold strong compliance and service standards. Key Responsibilities Manage the full new business application process, ensuring cases are processed within service levels Liaise with providers and third parties to obtain policy information and ensure efficient case progression Handle Letters of Authority and Transfers of Authority, tracking progress and ensuring information is received promptly Maintain accurate client files and ensure all documentation and actions are recorded on internal systems Support Financial Planners by providing pipeline updates and assisting with meeting preparation Work collaboratively with internal teams and external professionals such as solicitors and accountants Manage incoming and outgoing post, prioritising and allocating appropriately Answer client and third-party calls in a professional, compliant manner Monitor system tasks, resolving or escalating issues, breaches, or complaints as required Run data control checks and ensure any exceptions are addressed quickly Produce and issue documentation in line with internal procedures Identify opportunities to improve processes and enhance the overall client experience Undertake additional duties as required in line with business needs About You Strong administrative or financial services experience Excellent organisational and communication skills High attention to detail and ability to work to deadlines Confident liaising with clients, providers and internal stakeholders A proactive approach with a commitment to improving systems and client outcomes
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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
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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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 Services Administrator
2 weeks ago
Cardiff, United Kingdom Penguin Full time**The Opportunity** We are a Financial Planning firm based in Central Cardiff. At Penguin we believe that life is for living! We only get one chance to make our mark and to do all the things we are passionate about. At Penguin we help people understand if they have enough to do what they want, in the time that they have! Our power comes from the...
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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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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
3 weeks 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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Bank Client Services Administrator
1 week ago
Cardiff, United Kingdom Nuffield Health Full timeHEAD OFFICE Bank Client Services Administrator Client Services Administrator Vale Hospital | Client Services | Bank | Part time £10.94 per hour Hours | Varied shifts from 6:30am to 8:00pm, including weekends and Bank Holidays as required At Nuffield Health the UKs largest healthcare charity, everything we give our patients, members and customers would...
