Client Administrator

Client Administrator – up to £30,000 – Cardiff

The Client Administrator will take ownership of new business processing, maintain accurate client records, liaise with providers and ensure all administrative tasks are completed to a high standard and within agreed time frames. You will work closely with Financial Planners to ensure the smooth running of client cases and uphold strong compliance and service standards.

• Manage the full new business application process, ensuring cases are processed within service levels
• Liaise with providers and third parties to obtain policy information and ensure efficient case progression
• Handle Letters of Authority and Transfers of Authority, tracking progress and ensuring information is received promptly
• Maintain accurate client files and ensure all documentation and actions are recorded on internal systems
• Support Financial Planners by providing pipeline updates and assisting with meeting preparation
• Work collaboratively with internal teams and external professionals such as solicitors and accountants
• Manage incoming and outgoing post, prioritising and allocating appropriately
• Answer client and third-party calls in a professional, compliant manner
• Monitor system tasks, resolving or escalating issues, breaches, or complaints as required
• Run data control checks and ensure any exceptions are addressed quickly
• Produce and issue documentation in line with internal procedures
• Identify opportunities to improve processes and enhance the overall client experience
• Undertake additional duties as required in line with business needs

• Strong administrative or financial services experience
• Excellent organisational and communication skills
• High attention to detail and ability to work to deadlines
• Confident liaising with clients, providers and internal stakeholders
• A proactive approach with a commitment to improving systems and client outcomes

Entry level

Full-time

Other

Staffing and Recruiting