Financial Client Administrator

2 days ago


Pontyclun, United Kingdom Focus Resourcing Full time

Our client in Pontyclun 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. Responsibilities Own the end-to-end new business application process. Process new business within agreed service standards. Liaise with providers and third parties to keep cases moving. Work with colleagues, providers, solicitors, accountants and other professionals. Action Letters of Authority and Transfers of Authority. Ensure clients and providers receive accurate documentation. Taken incoming calls and deliver a professional, compliant service. Handle daily post, scanning and allocating documents and issuing documentation. Qualifications Previous experience within a Financial Services environment (IFA or similar). CII RO qualifications 1-4 would be desirable (our client will support & pay for study towards this). Detail-focused, highly organised administrator. Confident communicator who builds positive relationships. Proactive problem-solver who takes ownership and follows things through. Flexible team member ready to adapt in a growing business. Salary & Benefits Salary will be between £28‑32k depending on experience (potentially more for qualified candidates). Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4× base salary). 28 days holiday (rising to 30 after 2 years of service). Hybrid working after probationary period. Free parking on-site. #J-18808-Ljbffr



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