Financial Planning Administrator in Greater Cardiff Area

Job description

One of the UK's leading wealth management firms are looking for an experienced Financial Planning Administrator to join their team in Cardiff on a hybrid basis

As a Financial Planning Administrator, you will be working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties will include;

• gathering data from clients
• producing review packs
• processing new business applications
• dealing with letters of authority
• updating client files
• liaising with a variety of different providers.

Those applying for the role must have prior experience providing administrative support to advisers within a wealth management organisation as well as having demonstrable pensions and investment product knowledge. A knowledge of Intelligent Office is desirable.

In return you will have the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Cardiff Area

Type of Contract

Part-time jobs

Published at

02-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English