Financial administrator Work, Jobs in Llandudno, Cwy (with Salaries)

Financial Services Administrator / Client Manager
Beardmore and Company Ltd —Llandudno
- £30,000 - £36,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
Quick apply
Accounts Administrator
Deintyddfa Glandwr —Bangor
- From £18 an hour
- Part-time
- Hybrid work
- Microsoft Excel
Quick apply
11d
Finance Administrator
Alexandra House Support Services Ltd —Prestatyn
- £13.80 an hour
- Full-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
HR & Accounts Administrator
St David's Leisure Ltd —Red Wharf Bay
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
Business Support/Client Care Administrator
Rape and Sexual Abuse Support Centre North Wales —Bangor
- £25,116 a year
- Part-time
- Administrative experience
- Travel
- IT
- Free parking
- Annual leave
Quick apply
3d
Accommodation Services Administrator
Bangor University —Bangor
- £27,319 - £30,378 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
3d

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Administrator
Geovista —Colwyn Bay
Handle incoming calls and emails with professional etiquette and direct enquiries appropriately. Manage day-to-day administrative operations, including filing,…
£25,000 - £35,000 a year
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5d
Receptionist/Legal Secretarial Support
Swayne Johnson Solicitors —Llandudno
Answering incoming telephone calls professionally and directing enquiries to the appropriate person. A confident communicator with a professional telephone…
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financial administrator jobs near llandudno, cwy

Financial Services Administrator / Client Manager

Beardmore and Company Ltd
Llandudno

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Job details

Permanent | Full-time
£30,000 - £36,000 a year

Benefits

Company pension

Qualifications

Financial planning
Pension
Customer relationship management
Financial services
Communication skills
Certificate in Insurance

Full job description

Financial Services Administrator / Client Manager

At Beardmore and Co, we believe financial planning is about more than numbers. It is about building trust, doing the right thing and helping people feel confident about their future.

We are looking for a highly organised administrator with financial services experience, particularly pensions and investments, to join our growing team in Llandudno as a Client Manager. This is a meaningful role where you will build trusted client relationships and contribute to a high quality, personal service.

If you take pride in your work, enjoy supporting others and want to grow in a collaborative and values‑driven environment, we would love to hear from you.

What You Can Expect from Us

We are committed to supporting our people to grow and succeed. When you join Beardmore and Co, you can expect:

Structured career progression and mentoring, including a buddy from day one
Opportunity to attend client meetings and learn directly from Financial Planners
Salary in the region of £30,000 to £36,000 depending on experience and qualifications
Salary progression linked to exam success
Paid study time and funded exams
25 days holiday plus bank holidays, rising to 30 with service
Discretionary Christmas bonus
5% matched employer contributory pension
Training allowance with opportunities to attend industry events
Family friendly policies
Supportive, collaborative team environment with regular social activities
Permanent, full-time contract, Monday to Friday 9am to 5pm. Where preferred, consideration will be given to a 4-day working week for candidates that are highly experienced and qualified

The Role

As a Client Manager, you will work closely with our Financial Planners and colleagues to deliver a smooth and consistent client experience, taking ownership of your client relationships and supporting high quality financial planning.

Key responsibilities include:

Building long-term client relationships and acting as a key point of contact
Supporting and attending client meetings, producing clear notes
Researching and analysing products and services to meet client needs
Assisting Financial Planners in developing suitable financial strategies
Completing annual client reviews and maintaining accurate records
Using systems such as Analytics, Voyant, Xplan CRM and platforms such as Nucleus, Transact, A J Bell
Keeping your knowledge up-to-date to ensure we meet regulatory standards and always act in clients’ best interests

What Matters to Us

Clients come first. We act in their best interests
We do the right thing. Honest, transparent and professional
We work as one team and support each other
We keep things simple and communicate clearly
We take ownership and pride in our work
We are committed to continuous learning and improvement

About You

We are looking for someone who combines strong technical skills with the right mindset and behaviours.

You will have:

At least 2 years’ experience in financial services, particularly with pensions and investments
Excellent interpersonal and communication skills, both verbal and written
Strong organisation and attention to detail, with the ability to manage multiple priorities simultaneously
A collaborative approach and willingness to support colleagues
The confidence to take ownership and see tasks through to completion
A genuine commitment to delivering a high standard of client service

You take pride in your work, communicate clearly and always aim to do the right thing.

Candidates studying towards the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) are preferred, but we will consider applicants who are motivated to learn and develop.

About Us

Founded in 1997, Beardmore and Co are a family business with a strong reputation for independent financial planning. We have built long standing relationships with clients across North Wales and the UK by focusing on trust, clarity and consistency.

We continue to invest in our people and technology so we can deliver a modern, efficient and personal service. We are committed to a supportive and inclusive workplace and welcome discussions about reasonable adjustments.

How to Apply

Please send your CV along with a short cover letter explaining why this Client Manager role interests you and what you would bring to the team.

We review applications as they are received, so early applications are encouraged.

Pay: £30,000.00-£36,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

Llandudno, Conwy: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have at least 2 years’ experience in financial services, particularly with pensions and investments? (Essential) Yes or No

Work authorisation:

United Kingdom (required)

Work Location: In person

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financial administrator jobs in llandudno, cwy

Financial Services Administrator / Client Manager

Accounts Administrator

Finance Administrator

HR & Accounts Administrator

Business Support/Client Care Administrator

Accommodation Services Administrator

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