Brook Street

Senior Administrator/Paraplanner

Brook Street
Cardiff, Wales
Up to £20000 per annum
13 Sep 2018
11 Oct 2018
Contract Type
Full Time

Our client an established Wealth Management company based in the centre of Cardiff is looking for an experienced administrator who has been working in the financial services for several years.

You will be providing a high level of technical and administration support whilst maintaining an excellent level of customer service.
To be a point of contact for clients and third parties dealing with general enquiries.
To assist in marketing initiatives including mailshots and client events.
To assist in writing suitability report and letters, collating client information and managing cases to completion.

This is an interesting and challenging role that would suit a confident, numerate and professional individual who has superb communication skills.
A relevant qualification such as the FPC or progress towards the Level 4 diploma would be an advantage.

If this is you please apply NOW

Apply for Senior Administrator/Paraplanner

Already uploaded your CV? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB

Upload from your computer

Or import from cloud storage

Your Supporting Document must be a .doc, .pdf, .docx, .txt, .rtf, and no bigger than 8MB

4000 characters left

Marketing Communication

We'd love to send you information about Jobs and Services from by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy notice. You should never be required to provide bank account details. If you are, please email us.