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- Tasks: Support Financial Planners and ensure smooth client service delivery.
- Company: Friendly financial services firm in Cardiff with a professional team.
- Benefits: Competitive salary, yearly bonus, private medical insurance, and hybrid working.
- Why this job: Be the backbone of client service and make a real difference.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Great career growth opportunities and supportive study options.
The predicted salary is between 28000 - 32000 £ per year.
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.
What you'll be doing:
- Owning the end-to-end new business application process.
- Processing new business within agreed service standards.
- Liaising with providers and third parties to keep cases moving.
- Working with colleagues, providers, solicitors, accountants and other professionals.
- Actioning Letters of Authority and Transfers of Authority.
- Ensuring clients and providers receive accurate documentation.
- Taking incoming calls and delivering a professional, compliant service.
- Handling daily post, scanning and allocating documents and issuing documentation.
What we're looking for:
- Previous experience within a Financial Services environment (IFA or similar).
- CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this).
- A detail-focused, highly organised administrator.
- A confident communicator who builds positive relationships.
- A proactive problem-solver who takes ownership and follows things through.
- A flexible team member who's ready to adapt in a growing business.
Salary & Benefits:
- Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits:
- Yearly bonus based on company and personal performance (up to 10%).
- BUPA Private Medical Insurance.
- Pension Plan (5% ER and minimum 3% EE).
- Medicash Health Cash Plan.
- Group Income Protection (75% of base salary).
- Group Life Assurance (4x base salary).
- 28 days holiday (rising to 30 after 2 years' service).
- Hybrid working after probationary period.
Financial Client Administrator in Cardiff employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Administrator in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at our client. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the financial services industry. Familiarise yourself with common processes and terminology so you can impress the interviewers with your expertise.
✨Tip Number 3
Showcase your organisational skills! During the interview, share examples of how you've kept things running smoothly in previous roles. This will highlight your ability to handle the end-to-end new business application process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Client Administrator in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Client Administrator role. Highlight your experience in financial services and any relevant qualifications, like CII RO certifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of how you've supported financial professionals in the past and how you can help us deliver exceptional service.
Showcase Your Attention to Detail: As a detail-focused administrator, it's crucial to demonstrate your organisational skills. In your application, mention any systems or processes you've implemented to keep things running smoothly. We love a proactive problem-solver!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our friendly team!
How to prepare for a job interview at Focus Resourcing Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially if you've worked in an IFA or similar environment. Be ready to discuss your experience and how it relates to the role, as this will show you understand the industry and can hit the ground running.
✨Showcase Your Organisational Skills
As a Client Administrator, being detail-focused and organised is key. Prepare examples of how you've managed multiple tasks or projects efficiently in the past. This will demonstrate your ability to keep everything running smoothly, just like they need.
✨Communicate Like a Pro
Since you'll be liaising with various professionals, practice your communication skills. Think about how you can build positive relationships and handle difficult conversations. A confident communicator stands out, so be prepared to showcase this during your interview.
✨Be Ready to Problem-Solve
They’re looking for a proactive problem-solver, so come equipped with examples of challenges you've faced and how you overcame them. This will highlight your ability to take ownership and follow things through, which is crucial for the role.
