Job Description

One of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator.

This role involves providing technical and administrative support to financial advisers.

The successful candidate would provide on going management of financial products, pension funds and investment portfolio plus the ongoing management of client income needs. The role includes creating cash flow models, technical reports, recording and managing data and client relationships maintaining statistical information and general office administration.

Key requirements are:

excellent communication skills, both verbal and written. proficiency with IT systems. office experience, including face-to face client interaction and letter writing. willingness to learn. ability to prioritise and work unsupervised. Corresponding with clients and service/product provider. Maintaining accurate back-office records Updating back-office system re new clients and new business information. Processing new business, both manually and using online facility. Checking policy documents for accuracy, updating back-office system accordingly and, where necessary, forwarding to clients.
A flexible approach by the successful candidate is key to this role.

Full training will be provided as well as support for professional qualifications.

The post will be suitable for somebody with relevant experience within the financial services (or similar) industry. A suitable degree and/or CII qualifications will be beneficial.

Depending upon experience and qualifications the salary range is 24,500 to 33,000 plus an employer funded pension plan.

Job Type: Full-time

Pay: 24,500.00-33,000.00 per year

Benefits:

Company pension
Work Location: In person

Application deadline: 30/11/2025