Administrator

Administrator

Cardiff Gate, Cardiff

Salary: Competitive, dependent on experience and qualifications

Our client, one of South Wales' most respected and long-established independent accountancy and financial services firms, is now recruiting for an Administrator to join their growing Financial Planning team based at Cardiff Gate.

You will play a key role in supporting Financial Advisers and ensuring the smooth delivery of a high-quality service to clients. This is a varied and fast-paced position that would suit an organised and detail-oriented individual with administration previous experience within a professional services environment.

Key Responsibilities

Providing comprehensive administrative support to Financial Advisers

Preparing client documentation, reports and meeting packs

Processing new business applications and maintaining accurate client records

Liaising with providers, clients and third parties to obtain information and progress cases

Managing correspondence and handling client queries in a professional manner

Supporting the ongoing review process and ensuring compliance requirements are met

Maintaining CRM systems and ensuring data accuracy

About You

Previous experience in a professional or financial services administration role

Strong organisational skills with excellent attention to detail

Confident communicator with a professional and client-focused approach

Ability to manage multiple tasks and deadlines effectively

Proficient in Microsoft Office and CRM systems

Financial services qualifications would be advantageous but are not essential

How to Apply

If you're looking to join a forward-thinking organisation where your contribution will be valued and your career can continue to develop, we'd love to hear from you. Press ‘Apply’ for consideration or contact Holly on (phone number removed).

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