Financial Services Administrator – Cardiff (4-Day Work Week)
📍 Location: Cardiff (In-Office)
💰 Salary: Up to £32,000 DOE
📆 Working Pattern: 4-Day Work Week (Full-Time Hours)
Are you an experienced financial services administrator looking for a role that offers career development, work-life balance, and the opportunity to support a growing financial planning team? This is a fantastic opportunity to join a well-established firm where you’ll play a key role in supporting Financial Planners and Paraplanners with essential administrative and client service tasks.
Key Responsibilities:
✔ New Business Processing – Accurately process applications, liaise with providers, and ensure smooth client onboarding.
✔ Platform & Investment Administration – Perform regular platform checks, assist with investing monies, and prepare reports.
✔ Paraplanning Support – Update cashflows, assist with strategy documents and compile suitability letters.
✔ Client & Provider Liaison – Handle queries, process policy information, and ensure outstanding client service.
✔ Office Security & Compliance – Ensure smooth daily operations, attend team meetings, and contribute to the firm’s success.
What We’re Looking For:
🔹 Strong financial administration experience (ideally in a wealth management/IFA setting).
🔹 Excellent IT and organisational skills – experience with platforms and back-office systems is a plus!
🔹 Attention to detail and the ability to work efficiently in a fast-paced environment.
🔹 A team player with a proactive approach and excellent communication skills.
🔹 GCSEs (A-C in Maths & English) preferred.
Why Join Us?
✅ 4-Day Work Week – Enjoy a better work-life balance while maintaining a full-time salary.
✅ Career Progression – Gain exposure to financial planning and paraplanning tasks.
✅ Great Team Culture – Be part of a supportive, collaborative environment.
💡 Interested? Apply today or reach out for a confidential chat