Financial Planning Administrator

Job DescriptionOne of the UK's leading wealth management firms are looking for an experienced Financial Planning Administrator to join their team in Cardiff on a hybrid basisAs a Financial Planning Administrator, you will be working closely with advisers and clients to ensure a smooth process from start to finish.Day to day duties will include;gathering data from clientsproducing review packsprocessing new business applicationsdealing with letters of authorityupdating client filesliaising with a variety of different providers.Those applying for the role must have prior experience providing administrative support to advisers within a wealth management organisation as well as having demonstrable pensions and investment product knowledge. A knowledge of Intelligent Office is desirable.In return you will have the ability to move into a Paraplanner or Advisory role with full training and exam support should the individual choose to develop their career in that direction.If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Created: 2025-06-14