Financial Client Administrator: Drive Seamless Advisory

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;...

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...

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;...

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;...

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;...

This is an exciting and outward facing role, supporting our client in developing and implementing their shared vision. The Finance Advisory Officer will lead in pro-actively supporting and engaging in two key areas - Financial Administration and fundraising. **Client Details** Our client is a charitable organisation based across...

Are you a detail-oriented individual who enjoys working with data? If so, then this Data Administrator an exciting opportunity for you! Location: Cardiff, with the option to work from home part time **Salary**: £21,000 - £28,000 depending on experience Quantum Advisory is a leading financial services company, looking for a Data Administrator. In this...

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an Associate Financial Planner to join their growing team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support and...

Job 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...

A leading financial advisory firm in Cardiff seeks a Senior Paraplanner to support financial advisers in delivering outstanding client services. You will be responsible for market analysis and overseeing a team of paraplanners, ensuring effective workload management. The ideal candidate should possess a Level 4 Diploma in Regulated Financial Planning and...