Financial Planning Administrator

JR United Kingdom; Cardiff; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Cardiff is seeking an experienced Financial Planning Administrator. In this hybrid role, you will support advisers and clients by gathering data, processing applications, and ensuring efficient workflows. Ideal candidates have prior experience in wealth management and product knowledge. Opportunities for career progression are available.

Qualifications

• Prior experience in wealth management administration.
• Demonstrable knowledge of pensions and investment products.

Responsibilities

• Gathering data from clients.
• Processing new business applications.
• Updating client files and liaising with providers.

Skills

Administrative support

Pensions and investment product knowledge

Data gathering

Tools

Intelligent Office

Job description

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Financial Planning Administrator, cardiff (grangetown)

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Client:

Bruin

Location:

cardiff (grangetown), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

One of the UK's leading wealth management firms are looking for an experienced Financial Planning Administrator to join their team in Cardiff on a hybrid basis

As a Financial Planning Administrator, you will be working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties will include;

• gathering data from clients
• processing new business applications
• dealing with letters of authority
• updating client files
• liaising with a variety of different providers.

Those applying for the role must have prior experience providing administrative support to advisers within a wealth management organisation as well as having demonstrable pensions and investment product knowledge. A knowledge of Intelligent Office is desirable.

In return you will have the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.