financial services administrator in cardiff

04 June 2018
natalie poynton, randstad business support
job type
£ 19,000 - £ 20,000 per year
apply now

cardiff, wales
accountancy & finance
sub specialism
job type
working hours
£ 19,000 - £ 20,000 per year
1 year pqe plus
reference number
natalie poynton, randstad business support
029 2087 7515
apply now

job description

A large Wealth Management organisation have an office based in Cardiff Central that are looking for a Financial Services Administrator to join their team as soon as possible/ immediately if possible.


* Company offers stability and progression
* Salary of up to 20k for the right experience
* Private Health cover
* Life Assurance
* Company Share Scheme
* Pension scheme and more

The role:

* Communicating with Financial Advisers and clients
* Preparation and processing of all new client documentation and amendments
* Monitoring of transfers of assets/cash from other institutions
* ISA subscriptions and transfers
* Processing of client payments
* Liaising with colleagues within Business Support regarding administration of client accounts
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and electronic filing

Core Role Requirements:

* Business awareness & strategic focus - Starting to develop a knowledge of own department, the wider business and the Financial Services sector
* Clients & Colleagues - Takes accountability for own work and completes all tasks in a timely manner. Communicates professionally with clients and colleagues.
* Team Work - Assists team members as required and works effectively with colleagues. Asks for support to improve understanding and to complete tasks where necessary.
* Adaptability - Shows willingness to learn new approaches to accomplishing work activities.
* Key distinction of Position Level - Completes administration tasks as requested to support team activities.

Essential Skills:

* Previous administration experience is preferred - additional training will be provided. Ability to type preferred but not essential
* Intermediate knowledge of MS Word/Excel/Outlook & MS Access preferred
* Accuracy, numeracy, attention to detail
* Clear and concise communication skills - oral and written
* Ability to meet deadlines/work within restricted timescales
* Flexible and reliable team member
* Collaborative and inclusive approach to work


* Financial Service background

If this role sounds ideal for you, please send your CV online immediately or for further information, please call Natalie at the Cardiff branch of Randstad 02920 877516

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.


invoicing,private wealth management,purchase ledger

educational requirements

secondary school