Full job descriptionJob Title: Financial Administrator
Industry: Financial Services
Location: Cardiff
Salary: Up to £30,000
Reference: 10400


Financial Administrator role with a company that puts you first, offering excellent salaries, generous benefits, genuine career development opportunities, and a supportive working environment.


Job Description:


Recruit UK are working with a well-established Wealth Management firm to recruit an Administrator to join their team in Cardiff.


A leading UK wealth management firm is seeking a Client Support Administrator to join its growing Financial Planning team. This is an excellent opportunity for an organised and client-focused individual to support Financial Planning Consultants in delivering a high-quality service to clients.


The business has a strong reputation for investment performance, client service, and responsible investing, alongside a collaborative and inclusive culture that encourages professional development and career progression.


Duties:
*Provide administrative support to Financial Planners
*Process new business including trades, fund switches, pension switches, investment top-ups and withdrawals
*Liaise with product providers
*Support valuations, servicing transfers, and post-meeting administration
*Act as a key point of contact between clients and consultants
*Maintain accurate client records and ensure compliance requirements are met
*Issue policy documentation and ensure all documentation is accurate and completed within agreed turnaround times
*Escalate any complaints, breaches, or losses
*Assist with additional administrative duties as required


Benefits:
*Competitive salary of up to £30,000
*Hybrid working, 3/2 arrangement
*Supportive and collaborative team environment
*Opportunity to develop within a respected wealth management business
*Inclusive culture focused on employee wellbeing, development, and diversity
*Pension up to 9%, Critical illness cover, income protection, and life assurance
*Private medical insurance (PMI)
*Dental cover and health cash plan
*Employee Assistance Programme (EAP)
*Access to investment solutions
*30 days’ annual leave plus bank holidays
*Flexible benefits including cycle-to-work, season ticket loan, gym discounts, and more


Skills and Experience Required:
*Previous experience supporting advisers within a wealth management or financial planning environment
*Strong knowledge of pensions and investment products
*Excellent organisational skills with the ability to manage workloads and prioritise effectively
*Strong written and verbal communication skills
*Good working knowledge of Microsoft Excel, Word, and Outlook
*Experience using Intelligent Office (desirable)
*Progress towards the CII Level 4 qualification (desirable)


If you are a motivated administrator with experience in financial planning or wealth management and are looking to join a forward-thinking organisation, we would love to hear from you.