Client Admin (Wealth Management)

Recruit UK is looking for an Client Administrator. This Cardiff-based financial planning firm offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies. With a dedicated support team and advanced technology, they ensure clients stay informed and in control, always focusing on achieving the best possible outcomes.

Role Overview

As a Client Administrator, you will play a pivotal role in supporting the Financial Advisers, ensuring the quality of service is maintained to the highest standards.

Key Responsibilities

• Process new business, manage valuations and projections, and maintain accurate records in the back-office system.
• Handle client and provider communications, including answering calls, preparing suitability documents, and following up on outstanding remuneration.
• Ensure compliance with company standards, managing post and prioritizing tasks for assigned clients.
• Prepare meeting packs and documentation for client meetings within designated timelines.

Benefits

• Competitive salary up to £32,000 (dependent on qualifications and experience)
• 30 days holiday
• Hybrid working
• Growth opportunities into Paraplanning or Advice
• 10% pension

Skills & Experience Required

• Experience in Financial Planning Administration providing support to Financial Advisers.
• Solid understanding of Investments to support informed client interactions.
• Knowledge of Intelligent Office is advantageous but not essential.
• Strong organisational skills with an ability to manage multiple tasks efficiently.

About Recruit UK

Recruit UK specializes in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.

Our Commitment to You

• Personalized approach: We start every journey by getting to know you and understanding your career goals.
• Honest insights: We provide constructive feedback on your positioning in the job market.
• Vast network: We connect you with your ideal role, or if we believe you’re already in the right place, we’ll let you know.
• Holistic focus: Your career satisfaction matters beyond financial gain.
• Nationwide reach: Our regional teams offer local expertise with national connections.
• Respectful communication: We reach out when it’s relevant; no unnecessary follow-ups.

Job Title: Client AdministratorIndustry: Financial ServicesLocation: CardiffSalary: £28,000 - £32,000Job Reference: 9374