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Financial Planning Admin: Hybrid & Client Support
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-22
Listing for:
Attivo
Full Time
position Listed on 2026-06-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo is seeking a Financial Planning Administrator in Cardiff to support the Associate Director in delivering exceptional client service. Responsibilities include managing schedules, coordinating tasks, and maintaining client documentation.
The ideal candidate will have strong organisational skills, experience in financial planning, and familiarity with Intelliflo. This is a hybrid position, requiring office presence at least three days a week, with a focus on client satisfaction and professional workflow management.
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