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Financial Planning Admin - Client-Focused
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-13
Listing for:
Attivo Group
Contract
position Listed on 2026-06-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo Group in Cardiff is seeking a Financial Planning Administrator to support the Associate Director and ensure smooth client experiences. You will manage administrative tasks, workflows, and client communications, ensuring the high standard of service.
The ideal candidate has experience in a Financial Planning environment, excellent organisational and communication skills, and proficiency with Intelliflo. This role is a 12-month fixed term contract with flexible working options.
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