Financial Client Administrator

Focus Resourcing; Cardiff; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A leading financial services provider in Cardiff is seeking a Client Administrator to support their team by managing the new business application process and ensuring accurate client information. Ideal candidates will have experience in Financial Services, possess strong organizational and communication skills, and be detail-oriented. The role offers a salary between £28k–£32k plus benefits including a bonus, health insurance, and a pension plan. Hybrid working options available after probation.

Benefits

Yearly bonus based on performance

BUPA Private Medical Insurance

Pension Plan

Medicash Health Cash Plan

Group Income Protection

Group Life Assurance

28 days holiday (increasing to 30)

Hybrid working after probation

Qualifications

• Previous experience in a Financial Services environment (IFA or similar).
• Highly organized and detail-focused.
• Strong communication skills for relationship building.

Responsibilities

• Own the end-to-end new business application process.
• Process new business within agreed service standards.
• Liaise with providers and third parties to keep cases moving.

Skills

Attention to detail

Organizational skills

Communication skills

Problem-solving

Flexibility

Education

CII RO qualifications 1-4

Job description

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.

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.