Job Description
Administrator
Cardiff Gate, Cardiff
Salary: Competitive, dependent on experience and qualifications
Our client, one of South Wales' most respected and long-established independent accountancy and financial services firms, is now recruiting for an Administrator to join their growing Financial Planning team based at Cardiff Gate.
You will play a key role in supporting Financial Advisers and ensuring the smooth delivery of a high-quality service to clients. This is a varied and fast-paced position that would suit an organised and detail-oriented individual with administration previous experience within a professional services environment.
Key Responsibilities
Providing comprehensive administrative support to Financial Advisers
Preparing client documentation, reports and meeting packs
Processing new business applications and maintaining accurate client records
Liaising with providers, clients and third parties to obtain inf...
Cardiff Gate, Cardiff
Salary: Competitive, dependent on experience and qualifications
Our client, one of South Wales' most respected and long-established independent accountancy and financial services firms, is now recruiting for an Administrator to join their growing Financial Planning team based at Cardiff Gate.
You will play a key role in supporting Financial Advisers and ensuring the smooth delivery of a high-quality service to clients. This is a varied and fast-paced position that would suit an organised and detail-oriented individual with administration previous experience within a professional services environment.
Key Responsibilities
Providing comprehensive administrative support to Financial Advisers
Preparing client documentation, reports and meeting packs
Processing new business applications and maintaining accurate client records
Liaising with providers, clients and third parties to obtain inf...
Ready to Apply?
Take the next step in your AI career. Submit your application to Autograph Recruitment today.
Submit Application