Finance Work, Jobs in Merthyr Mawr, Bge (with Salaries)

Experienced Financial Planning Administrator
Magenta Financial Planning —Bridgend
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Accounts and Tax Assistant - Making Tax Digital (Entry Level)
Azets —Swansea
- Full-time
- Hybrid work
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Accounts Assistant (Xero / Bookkeeping) – Progression Opportunity
Green Energy Solar —Cardiff
- £29,000 - £32,000 a year
- In-person
Quick apply
Trainee Paraplanner
Waddle Insurance —Swansea
- From £25,000 a year
- Full-time
- In-person
- Business
- Communication skills
- Health & wellbeing programme
Quick apply
Finance Analyst
PCI Pharma Services —Bridgend
- 8 hour shift
- Analysis skills
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
Finance Generalist
Morgan Advanced Materials —Swansea
- ERP systems
- Bachelor's degree
- Accounting
Finance Administrator
ArvatoConnect —Swansea
- £30,737.70 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
9d
Full Time Veterinary Receptionist/Coordinator Finance & Client
Jacks veterinary —Swansea
- £26,000 - £27,000 a year
- Full-time
- Hybrid work
- Front desk
- Cleaning
- In-person
- Free parking
Quick apply
Imports/Exports Controller, International Transportation
Willis Lease Finance Corporation —Bridgend
Accounts and Admin Assistant
Maceyowen Limited —Cowbridge
- £25,420 - £27,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Data entry
- Sick pay
Quick apply
Funding & Grant Officer
Clybiau Plant Cymru Kids' Clubs —Lisvane
- £33,366.00 - £34,433.71 a year
- Part-time
- Hybrid work
- Computer literacy
- Databases
- Bachelor's degree
- Free parking
- Health & wellbeing programme
Quick apply
14d
Finance Administrator
Arvato —Swansea
- £30,737.70 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
9d
Group Finance Assistant
Oakville South Wales Ltd/Oakville Resorts Ltd —Pontyclun
- £28,000 - £32,000 a year
- Full-time
- QuickBooks
- Data entry
- Organisational skills
- Free parking
Quick apply
Finance Business Partner
Redkite Solicitors —Swansea
- Up to £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Travel
- Annual leave
- Gym membership
Part-Time Accountant & Account Handler
Express Print Services Ltd —Cardiff
- £12.80 - £14.00 an hour
- Part-time
- CRM software
- Organisational skills
- In-person
- Free parking
Quick apply
Credit Controller
Mazuma GB Ltd —Bridgend
- £26,000 - £27,500 a year
- Full-time
- Free parking
Quick apply
7d
Part-Time Legal Accounts Assistant / Finance Assistant
Baker Ashley Solicitors —Pontypridd
- £24,000 - £28,000 a year
- Part-time
- Analysis skills
- In-person
- Analytics
- Flexible schedule
Quick apply
10d
Finance Officer
Swansea Women's aid —Swansea
- £37,973 a year
- Full-time
- In-person
- Communication skills
Quick apply
Senior Finance Manager (Systems)
Welsh Revenue Authority —Cardiff
- £47,675 - £56,445 a year
- Full-time
- Hybrid work
- Presentation skills
- Leadership
- Annual leave
- Language training provided
8d
Commercial Finance Analyst
PHSGroup —Caerphilly
- Data analysis skills
- Analysis skills
- Free parking
- Employee discount

I want to receive the latest job alerts for finance in merthyr mawr, bge

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Experienced Financial Planning Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£30,000 - £33,000 a year

Benefits

Free parking
Private dental insurance
Financial planning services
Company pension
Work from home
Private medical insurance
Sick pay
On-site parking

Qualifications

Microsoft Word
Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Meeting coordination
Suitability report preparation
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills
Time management

Full job description

FA Administrator

Bridgend

About Us

We are a well-established and growing Independent Financial Advice firm committed to delivering exceptional service to our clients. We are looking for an experienced, organised and proactive IFA Administrator to join our team and support our Financial Advisers in providing high-quality financial planning services.

The Role

As an IFA Administrator, you will play a key role in supporting our advisers and ensuring a smooth client journey from initial enquiry through to policy implementation and ongoing servicing.

The successful candidate will be highly organised, have excellent attention to detail, and be committed to delivering outstanding client service.

Key Responsibilities

Providing administrative support to Financial Advisers and Paraplanners.
Preparing client review packs and meeting documentation.
Processing new business applications and monitoring progress through to completion.
Liaising with clients, providers, and third parties to obtain information and resolve queries.
Maintaining accurate client records and updating back-office systems.
Producing suitability report packs and supporting documentation.
Managing adviser diaries and arranging client meetings.
Processing withdrawals, fund switches, and other client servicing requests.
Ensuring all work is completed in line with FCA regulations and company procedures.
Assisting with client annual reviews and ongoing servicing requirements.
Handling incoming calls and correspondence professionally and efficiently.

Skills and Experience

Essential

Previous experience in an IFA, financial planning, wealth management, or financial services administration role.
Excellent organisational and time management skills.
Strong attention to detail and accuracy.
Good communication and interpersonal skills.
Ability to manage multiple tasks and priorities.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.

Desirable

Experience using Intelligent Office, Xplan, Salesforce, or similar financial services CRM systems.
Knowledge of pensions, investments, protection, and financial planning products.
Relevant Financial Planning qualifications.
Understanding of FCA regulations and Consumer Duty requirements.

What We Offer

Competitive salary.
4 day working work
Hybrid working
End of year bonus scheme
Company pension scheme.
Holiday entitlement plus bank holidays.
Professional development and support towards industry qualifications.
Friendly and supportive working environment.

Equal Opportunities

We are committed to creating an inclusive workplace and welcome applications from all suitably qualified candidates regardless of age, disability, gender, race, religion, sexual orientation, or background.

Pay: £30,000.00-£33,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking
Private dental insurance
Private medical insurance
Sick pay
Work from home

Experience:

Financial Planning Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in merthyr mawr, bge

Experienced Financial Planning Administrator

Accounts and Tax Assistant - Making Tax Digital (Entry Level)

Accounts Assistant (Xero / Bookkeeping) – Progression Opportunity

Trainee Paraplanner

Finance Analyst

Finance Generalist

Finance Administrator

Full Time Veterinary Receptionist/Coordinator Finance & Client

Imports/Exports Controller, International Transportation

Accounts and Admin Assistant

Funding & Grant Officer

Finance Administrator

Group Finance Assistant

Finance Business Partner

Part-Time Accountant & Account Handler

Credit Controller

Part-Time Legal Accounts Assistant / Finance Assistant

Finance Officer

Senior Finance Manager (Systems)

Commercial Finance Analyst

I want to receive the latest job alerts for finance in merthyr mawr, bge

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected