Client Administrator

Heat Recruitment; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to £30,000.

Qualifications

• 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.

Responsibilities

• Manage the full new business application process.
• Liaise with providers to ensure efficient case progression.
• Maintain accurate client files and ensure documentation is recorded.
• Support Financial Planners and assist with meeting preparation.
• Identify opportunities to improve processes and enhance client experience.

Skills

Strong administrative experience

Excellent organisational skills

High attention to detail

Confident communication

Job description

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 quicklyProduce 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