Financial Planning Operations Administrator
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-07-11
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-11
Job specializations:
-
Business
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Jobtailor in Cardiff is seeking a meticulous Financial Services administrator to handle new business submissions and keep client data in CRM systems accurate and up-to-date. You will manage fund switches and claims while supporting the Financial Planning team and ensuring records reflect progress and SLA compliance.
You will also manage onboarding/offboarding, assist with MIFID statements, and review workflows to boost efficiency while maintaining confidentiality in a fast-paced environment.
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