Financial Client Administrator

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

Job summary

A recruitment agency in the United Kingdom is seeking a Client Administrator to support Financial Planners in Cardiff. Responsibilities include managing the new business application process, liaising with service providers, and ensuring accurate documentation. Ideal candidates will have experience in Financial Services and strong communication skills. This role offers a competitive salary of £28-32k with additional benefits including health insurance and a yearly bonus.

Benefits

BUPA Private Medical Insurance

Pension Plan (5% employer contribution)

28 days holiday

Qualifications

• Previous experience within a Financial Services environment (IFA or similar).
• A detail-focused, highly organised administrator.
• A flexible team member ready to adapt in a growing business.

Responsibilities

• 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.

Skills

Detail-oriented

Confident communication

Proactive problem-solving

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.

Job Overview

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

• 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

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)
• 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