Financial Administrator

Job Title: Financial Administrator

Industry: Financial Services

Location: Cardiff

Salary: Up to £30,000

Reference: 10400

Financial Administrator role with a company that puts you first, offering excellent salaries, generous benefits, genuine career development opportunities, and a supportive working environment.

Job Description:

Recruit UK are working with a well-established Wealth Management firm to recruit an Administrator to join their team in Cardiff.

A leading UK wealth management firm is seeking a Client Support Administrator to join its growing Financial Planning team. This is an excellent opportunity for an organised and client-focused individual to support Financial Planning Consultants in delivering a high-quality service to clients.

The business has a strong reputation for investment performance, client service, and responsible investing, alongside a collaborative and inclusive culture that encourages professional development and career progression.

Duties:

• Provide administrative support to Financial Planners


• Process new business including trades, fund switches, pension switches, investment top-ups and withdrawals


• Liaise with product providers


• Support valuations, servicing transfers, and post-meeting administration


• Act as a key point of contact between clients and consultants


• Maintain accurate client records and ensure compliance requirements are met


• Issue policy documentation and ensure all documentation is accurate and completed within agreed turnaround times


• Escalate any complaints, breaches, or losses


• Assist with additional administrative duties as required

Benefits:

• Competitive salary of up to £30,000


• Hybrid working, 3/2 arrangement


• Supportive and collaborative team environment


• Opportunity to develop within a respected wealth management business


• Inclusive culture focused on employee wellbeing, development, and diversity


• Pension up to 9%, Critical illness cover, income protection, and life assurance


• Private medical insurance (PMI)


• Dental cover and health cash plan


• Employee Assistance Programme (EAP)


• Access to investment solutions


• 30 days’ annual leave plus bank holidays


• Flexible benefits including cycle-to-work, season ticket loan, gym discounts, and more

Skills and Experience Required:

• Previous experience supporting advisers within a wealth management or financial planning environment


• Strong knowledge of pensions and investment products


• Excellent organisational skills with the ability to manage workloads and prioritise effectively


• Strong written and verbal communication skills


• Good working knowledge of Microsoft Excel, Word, and Outlook


• Experience using Intelligent Office (desirable)


• Progress towards the CII Level 4 qualification (desirable)

If you are a motivated administrator with experience in financial planning or wealth management and are looking to join a forward-thinking organisation, we would love to hear from you.

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