Remote Financial Planning Administrator

Attivo Group; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning company in Cardiff seeks a detail-oriented Financial Planning Administrator to assist in delivering a seamless client experience. Responsibilities include processing new business submissions, maintaining client data accuracy, and providing administrative support to the financial team. Suitable for candidates with experience in financial services and excellent organizational skills. Competitive salary and benefits are negotiable based on experience.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Generous holiday allowance

Work from home and flexible working available

Qualifications

• Proven experience supporting financial advisors and managing client information.
• Ability to work well under pressure while maintaining excellent attention to detail.
• Professional, ethical, and discreet.

Responsibilities

• Provide comprehensive administrative assistance to the financial planning team.
• Process new business submissions and claims.
• Maintain accurate client records and CRM systems.

Skills

Experience in Financial Services

Good organisational skills

Effective time management

Attention to detail

Education

Minimum of 5 GCSEs graded A-B, including Maths and English

Tools

CRM systems

Platforms and providers

Job description

A financial planning company in Cardiff seeks a detail-oriented Financial Planning Administrator to assist in delivering a seamless client experience. Responsibilities include processing new business submissions, maintaining client data accuracy, and providing administrative support to the financial team. Suitable for candidates with experience in financial services and excellent organizational skills. Competitive salary and benefits are negotiable based on experience.