Wealth Management Admin & Client Services Specialist; Hybrid
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-09-05
Listing for:
Confidential
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Confidential, a leading UK wealth management business, is recruiting an Investment Management Administrator for its Cardiff office. This role supports Investment Managers, Portfolio Managers, clients, introducers and internal teams, handling onboarding and ongoing servicing with accuracy and discretion.
You will manage client queries, open and file correspondence, arrange meetings, process transfers and ISA subscriptions, ensuring compliance with FCA rules and delivering a seamless client
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