Financial Client Administrator

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

Job summary

A financial services firm in Pontyclun is seeking a Client Administrator to support Financial Planners and enhance client service. Responsibilities include managing the new business application process and ensuring accurate documentation. The ideal candidate has experience in a Financial Services environment and strong organizational skills. The position offers a salary between £28-32k, yearly bonuses, and hybrid working options 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 with service

Free parking on-site

Qualifications

• Experience in a Financial Services environment (IFA or similar).
• Detail-focused and well-organized.
• Confident communicator with positive relationship-building skills.

Responsibilities

• Manage the new business application process from start to finish.
• Coordinate with third parties to expedite case handling.
• Ensure accurate documentation for clients and providers.

Skills

Financial services experience

Detail-oriented

Effective communication

Proactive problem-solving

Team collaboration

Education

CII RO qualifications 1-4

Job description

Our client in Pontyclun 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.

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.
• Work with colleagues, providers, solicitors, accountants and other professionals.
• Action Letters of Authority and Transfers of Authority.
• Ensure clients and providers receive accurate documentation.
• Taken incoming calls and deliver a professional, compliant service.
• Handle daily post, scanning and allocating documents and issuing documentation.

Qualifications

• Previous experience within a Financial Services environment (IFA or similar).
• CII RO qualifications 1-4 would be desirable (our client will support & pay for study towards this).
• Detail-focused, highly organised administrator.
• Confident communicator who builds positive relationships.
• Proactive problem-solver who takes ownership and follows things through.
• Flexible team member ready to adapt in a growing business.

Salary & Benefits

• Salary will be between £28‑32k depending on experience (potentially more for qualified candidates).
• 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 (4× base salary).
• 28 days holiday (rising to 30 after 2 years of service).
• Hybrid working after probationary period.
• Free parking on-site.