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 through.
*A flexible team member who’s ready to adapt in a growing business.
Salary & Benefits:
Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits:
*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 (4x base salary).
*28 days holiday (rising to 30 after 2 years’ service).
*Hybrid working after probationary period.