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Financial Planning Admin Hybrid
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-01-04
Listing for:
Attivo Group
Full Time, Part Time
position Listed on 2026-01-04
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial planning firm in Cardiff is seeking a Financial Planning Administrator to support their team. Key responsibilities include processing client submissions, maintaining accurate data in CRM systems, and providing administrative assistance. Candidates should possess experience in financial services, strong organizational skills, and a minimum of 5 GCSEs including Maths and English. The role is office-based for at least three days a week with options for flexible working, alongside a competitive salary and additional benefits.
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