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).