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Financial Client Administrator

Job Posted: 6 hours ago

Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: Pontyclun, Rhondda Cynon Taff

Expire in: a month

Job Description

Our client in Pontyclun 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.
Free parking on-site

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Client Administrator job near me in Pontyclun, Rhondda Cynon Taff! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!