Financial services administrator Work, Jobs in Brecon, Pow (with Salaries)

Financial Services Administrator
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
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IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
Handling incoming calls and routine client enquiries in a professional manner when needed. This role offers a clear progression pathway into financial planning,…
£25,000 - £30,000 a year
Quick apply
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
The Firm As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors…

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Financial Services Administrator

Fortress Financial Services -
Tredegar

Quick apply

Job details

Full-time
£25,000 - £30,000 a year

Benefits

Free parking
Financial planning services
Company pension
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

About Us

Fortress Financial Services is a well-established, client-focused financial advice firm based in Tredegar. We’re a professional but down-to-earth team, and we take real pride in the quality of our work and the service we provide to clients.

We’re continuing to develop how we operate as a business, including integrating AI tools into our compliance and advice processes, and we’re looking for someone who wants to be part of that progression.

The Role

We’re looking for a reliable and detail-focused Administrator to join our office team.

This is primarily an administrative role to begin with, but it sits at the centre of our advice and compliance process. You’ll be responsible for managing the workflow of file reviews—working with AI-generated checks, tracking remedial actions, and ensuring nothing slips through the cracks.

Over time, there is a clear pathway to develop into a more technical role, with full training and funded exams available for the right person.

Key Responsibilities

Managing the file review process, including:
Reviewing AI-generated file check outputs
Logging and tracking remedial actions
Following up with advisers to ensure completion
Maintaining accurate client records using Intelligent Office and Excel
General office administration and supporting the wider team where needed
Handling incoming calls and routine client enquiries in a professional manner when needed

Skills & Attributes

Strong organisational skills – able to manage your own workload and follow up on tasks without being prompted
High attention to detail – comfortable working with compliance-sensitive information
Confident using Excel (this is important for the role)
Comfortable working independently but also as part of a team
Professional and clear communication style
Reliable, punctual, and consistent in your approach

Experience & Background

Previous experience in financial services or an office-based role is preferred
Familiarity with Intelligent Office would be an advantage
Experience working with spreadsheets/data tracking is highly desirable
We will consider candidates at different levels – salary and responsibilities will reflect experience

Progression & Development

This role is designed to develop over time.

You’ll gain exposure to compliance processes, financial planning work, and adviser support. Training and professional exams will be fully supported for the right candidate, with a view to progressing into a more technical role such as paraplanning.

Why Join Us?

Clear progression into financial planning
Full training and exam support
Varied role with real responsibility from day one
Supportive, team-focused working environment
Free parking and company pension

If you’re the sort of person who likes to take ownership of your work, keep things organised, and be relied on to get things done properly, this will suit you.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

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financial services administrator jobs in brecon, pow

Financial Services Administrator

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