Wealth Management Client Administrator: Process & Support

Heat Recruitment; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to £30,000.

Qualifications

• Strong administrative or financial services experience.
• Excellent organisational and communication skills.
• High attention to detail and ability to work to deadlines.
• Confident liaising with clients, providers and internal stakeholders.

Responsibilities

• Manage the full new business application process.
• Liaise with providers to ensure efficient case progression.
• Maintain accurate client files and ensure documentation is recorded.
• Support Financial Planners and assist with meeting preparation.
• Identify opportunities to improve processes and enhance client experience.

Skills

Strong administrative experience

Excellent organisational skills

High attention to detail

Confident communication

Job description

A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to £30,000.