A successful, fast growing Wealth Management company are looking for an efficient and eager full time Administrator, to join their team within their central Cardiff Office. Offering a competitive salary of £18,000 - £22,000 per annum.

This is what you’ll be doing

• Support the business in administration tasks, accurately, on time and to deadlines

• Answer all correspondence via incoming calls and emails

• Deliver exceptional customer service ensuring great attention to detail

• Prepare and document client reviews

• Clear levels of communication to Partners; any opportunities or concerns in a timely manner

• Manage documentation and review in advance of client meetings

• Produce tailored reports, forms and documents in a format relevant to the client

• Assist the P.A when required; opening and recording of all postal correspondence

• Cover other team tasks / workloads as appropriate and required

The experience you’ll bring to the team

• Degree educated

• Excellent communication skills, with a professional client focused approach

• Excellent priority and time management skills

• Ambition and motivation to excel within your career

And this is what you’ll get in return

• Career progression opportunities

• Detailed training and induction with ongoing support

• Pension contribution

• 20 days annual leave + bank holidays

Are you up to the challenge?

If you believe that you have the skills and experience for the role – then please get in touch.  We also offer a referral scheme for any candidates whose details are passed to us that we successfully place.  If you have any further questions then please contact Miriam Martin at Yolk Recruitment on 02921 673725.

*Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role.  If you have not heard anything from us within 7 days of applying – then unfortunately you have been unsuccessful.  Please keep an eye on our website for more opportunities.*

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