Job description
I'm currently looking for an Client Administrator to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with experience in FS client administration who are local to Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving firm.
Responsibilities:
1. Manage calendars and schedule client meetings
2. Collaborate closely with Financial Advisors to provide proactive assistance
3. Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
4. Assemble meeting materials for Advisors before client meetings
5. Raise invoices where required
6. Database management
Perks:
7. 30 days annual leave + bank holidays
8. 10% bonus
9. Flexible and hybrid working
10. Private medical insurance
11. Healthcare cash plan
12. 5% employer pension contribution
13. Study support to develop and progress
The business offers huge opportunities for progression, demonstrated by recent promotions with other client administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.
The company offer hybrid / flexible working, including study support, should this be your ambition.
If this role sounds like it could be for you, and you would like some more information please send your CV to