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Office Administrator/ Coordinator

Wealth Management Client Administrator: Process & Support

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2025-12-31
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 30000 GBP Yearly GBP 30000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to £30,000.
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