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Client Administrator

2 weeks ago

Cardiff, Cardiff, United Kingdom Eden Rose Full time £24,000 - £30,000 per year

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