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.
