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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 support and make a real difference in people's financial journeys.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Great career growth opportunities and supportive study options for qualifications.
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 employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills can help them deliver that exceptional service they pride themselves on. Practise common interview questions and have some examples ready to showcase your experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and gives you another chance to reiterate why you're the perfect fit for their team.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find roles that match your skills and interests. Plus, it helps us keep track of your application and get you in front of the right people faster.
We think you need these skills to ace Financial Client Administrator
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 to our clients.
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 candidates who take ownership and ensure accuracy!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Focus Resourcing
✨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 well as any relevant qualifications like CII RO.
✨Showcase Your Organisational Skills
As a Client Administrator, being detail-focused and organised is key. Prepare examples from your past roles where you successfully managed multiple tasks or projects, ensuring everything ran smoothly.
✨Communicate Like a Pro
Since you'll be liaising with various professionals, practice your communication skills. Think about how you can demonstrate your ability to build positive relationships and handle calls professionally during the interview.
✨Be Ready to Problem-Solve
Expect questions that assess your problem-solving abilities. Prepare scenarios where you took ownership of a challenge and followed through to resolution, showcasing your proactive approach.
