Financial Client Administrator

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

Job summary

A financial services provider in Pontyclun is seeking a Client Administrator to support Financial Planners and maintain client information. Responsibilities include processing applications and liaising with stakeholders. Candidates should have experience in financial services and be detail-focused. The role offers a salary of £28-32k with benefits including a bonus, private medical insurance, and hybrid working after probation.

Benefits

Yearly bonus 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 (30 after 2 years)

Free on-site parking

Qualifications

• Experience in a Financial Services environment (IFA or similar).
• Strong organizational abilities and attention to detail.
• Confident in communication and 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.

Skills

Detail-focused

Communication skills

Organizational skills

Problem-solving

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.

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.
• Free parking on‑site.