Financial Planning Administrator

Financial Planning Administrator

Location: Cardiff

Salary £30,000 - £35,000 DOE

Full-Time, Part Time, Permanent

An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff.

This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support.

The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion.

Key Responsibilities:

• Providing high-level administrative support to advisers and the wider team

• Preparing client files and ensuring all compliance documentation is accurate and complete

• Supporting pre- and post-meeting administration, including CRM updates

• Processing applications and liaising with providers, clients, and third parties

• Chasing applications and Letters of Authority to ensure timely completion

• Producing client correspondence, reports, and review documentation

• Handling inbound calls professionally and building strong client relationships

• Running reports, illustrations, and collating key client information

• Maintaining accurate records and supporting day-to-day operational processes

Requirements:

• Previous administration experience within financial services, wealth management, or a related sector

• Experience using CRM systems such as Salesforce would be advantageous

• Strong communication and client relationship skills

• Excellent organisational skills and attention to detail

• Ability to manage multiple tasks and work independently in a remote environment

• Good working knowledge of Microsoft Office, including Outlook, Word, and Excel

• Positive, proactive, and team-oriented approach

This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment.

If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours!

Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration