Location
Cardiff
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89411
Recruiter Managing This Role
Client Administrator up to £30,000 Cardiff
A leading, client-centric wealth management business is seeking a highly organised and proactive Client Administrator to support their Financial Planners, Paraplanners and wider advice team. This role plays a key part in ensuring that client information is accurate, advice is implemented efficiently, and planners are fully supported in delivering an exceptional service.
Role Overview
The Client Administrator will take ownership of new business processing, maintain accurate client records, liaise with providers, and ensure all administrative tasks are completed to a high standard and within agreed timeframes. You will work closely with Financial Planners to ensure the smooth running of client cases and uphold strong compliance and service standards.
Key Responsibilities
1. Manage the full new business application process, ensuring cases are processed within service levels
2. Liaise with providers and third parties to obtain policy information and ensure efficient case progression
3. Handle Letters of Authority and Transfers of Authority, tracking progress and ensuring information is received promptly
4. Maintain accurate client files and ensure all documentation and actions are recorded on internal systems
5. Support Financial Planners by providing pipeline updates and assisting with meeting preparation
6. Work collaboratively with internal teams and external professionals such as solicitors and accountants
7. Manage incoming and outgoing post, prioritising and allocating appropriately
8. Answer client and third-party calls in a professional, compliant manner
9. Monitor system tasks, resolving or escalating issues, breaches, or complaints as required
10. Run data control checks and ensure any exceptions are addressed quickly
11. Produce and issue documentation in line with internal procedures
12. Identify opportunities to improve processes and enhance the overall client experience
13. Undertake additional duties as required in line with business needs
About You
14. Strong administrative or financial services experience
15. Excellent organisational and communication skills
16. High attention to detail and ability to work to deadlines
17. Confident liaising with clients, providers and internal stakeholders
18. A proactive approach with a commitment to improving systems and client outcomes