Wealth management Work, Jobs in Pentyrch, Crf (with Salaries)

IFA Administrator/Trainee Paraplanner - IFA (maternity cover)
Hugh James —Cardiff
- Full-time
- Microsoft Word
- Communication skills
- Employee assistance programme
- Employee discount
8d
Assistant Headteacher
Salutem Care & Education —Pentyrch
- £45,000 - £49,000 a year
- Management
- Experience working with children
- Continuous improvement
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
NEW SERVICE OPENING: Mental Health Support Worker
React Support Services —Porthcawl
- £13.53 an hour
- 12 hour shift
- Applied behaviour analysis
- Experience working with children
- Patient care
- Annual leave
- Referral programme
Quick apply
Business Support Co-ordinator
NPTC Group of Colleges —Neath
- £29,209 - £31,455 a year
- Weekend availability
- Microsoft Word
- Computer literacy
- Business
- Free parking
- Annual leave
Senior Technician Allied Clinical Health Hub
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Full-time
- Organisational skills
- Communication skills
- School
- Annual leave
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Head of CRM
Wealthify Ltd —Penarth
- Up to £70,000 a year
- Full-time
- Hybrid work
- CRM software
- Team management
- Organisational skills
- Free parking
Quick apply
5d
Senior Planner
AmcoGiffen —Llantrisant
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Data analysis skills
- Analysis skills
- Annual leave
- Life insurance
Quick apply
Data Operations Manager
S&P Global —Cardiff
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee discount
Partner Transition Consultant
St. James's Place —Cardiff
- Hybrid work
- Data analysis skills
- Analysis skills
- Organisational skills
- Annual leave
7d
Graduate Predictive & Test Engineer
Senior Flexonics Crumlin —Blackwood
- Full-time
- Computer literacy
- Travel
- Computer skills
- Free parking
- Employee assistance programme
Quick apply
Director, Wealth Manager
Royal Bank of Canada —Cardiff
- Full-time
- Business development
- Team management
- Financial services
Assistant Shop Manager
British Red Cross —Penarth
- £25,213 a year
- Customer service
- Retail management
- Annual leave
- Flexitime
8d
Web Engineer
Wealthify Ltd —Penarth
- Up to £50,000 a year
- Full-time
- Hybrid work
- Mentoring
- Agile
- Free parking
- Flexible schedule
Quick apply
Property Moving Assistant
OneDome —Cardiff
- Full-time
- Communication skills
Quick apply
Regional General Manager
Travel Associates —Victoria
- Full-time
- Sales
- Team management
- Mentoring
- Employee assistance programme
- Employee discount
Principal Engineer (Civil & Structural)
AmcoGiffen —Pontyclun
- £72,500 - £87,500 a year
- Full-time
- Civil engineering
- Engineering
- Business development
- Annual leave
Quick apply
Apprentice (Level 2): Business Administration
NPTC Group of Colleges —Neath
- £15,435 a year
- Part-time
- Free parking
- Annual leave
7d
Site Agent/Senior Site Agent
AmcoGiffen —Pontyclun
- £55,000 - £68,000 a year
- Full-time
- Civil engineering
- Management
- Engineering
- Annual leave
- Life insurance
Quick apply

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IFA Administrator/Trainee Paraplanner - IFA (maternity cover)

Hugh James -
Cardiff

Apply Now

Job details

Full-time
8 days ago

Benefits

Company pension
Employee assistance programme
Employee discount

Qualifications

Microsoft Word
Administrative support experience
Filing
Case record updates
Communication skills

Full job description

Basis

Full time

Job category/type

Business Support

Date posted

20/08/2026

Job reference

HJ0501

Background

Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that’s over 50 years old.

Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.

Due to the nature of the work they carry out, they have become specialists in providing holistic and bespoke wealth management services to business owners and HNW Private Clients.

The role

An opportunity has arisen within our Independent Financial Advisers team for an Administrator on a full-time fixed term basis (maternity cover).

The role will involve:-

Answering the phone for the department in a professional, polite manner
Taking accurate and detailed telephone messages and information from clients
Scanning all post and assign to appropriate files on the case management system
Updating case management system with appropriate client data
General administration for the department such as electronic and physical filing, typing, printing and photocopying
Ensuring business logs are updated daily
Dealing with life assurance companies for policy enquiries
Supporting the department Head with day to day administration
Arranging clients meetings
Submitting applications and paperwork to various providers

Skills & Qualifications

Previous administration experience is required and a financial services background would be advantageous. Competent user of MS Word, Excel and Outlook is a must.

Good communication skills are essential for this post. The successful candidate will also be well-organised and comfortable working in a team environment.

The successful candidate will have access to highly confidential information so confidentiality is a must.

This is a great opportunity for those candidates looking to develop their career in this area of work.

Life at Hugh James

We never shy away from a challenge

We are a leading, full-service UK law firm. Since our beginning, we have been led by the things that matter. We care about fighting for the right outcomes. Solving the seemingly unsolvable. Protecting businesses, individuals and livelihoods. Supporting our people, our communities. Safeguarding our planet. Looking for a way forward? At Hugh James, challenges – of all sizes – are readily accepted.

The Hugh James difference

Our law firm has always been guided by the idea that self-belief is just as important as skillset. Our pursuit of righting wrongs and protecting what’s important keeps us driving forwards. It’s in our roots! We won’t stop until we find the answers; the outcomes that are needed.

We are focused on the work we do, the business we run, and our culture. Our entrepreneurial spirit has taken us from humble beginnings to a strong presence across the UK with offices in Cardiff, London, Manchester, Southampton and Plymouth servicing clients from businesses, individuals and banks to public sector organisations, property companies, education establishments and utilities providers. Our collegiate culture, our forward-looking ethos, our values serve to make us bigger, better, bolder than ever before.

A positive force in the community

Our work with charities on a local and national level plays a huge part in our day-to-day lives. We work with a large range of charities, some of which we support through fundraising, donations, volunteering and others we partner with where our areas of work cross paths. Staff, clients everyone comes together through a shared passion to do good in the community and support those in need.

Some of our benefits on offer include:

Minimum of 25 days holiday plus bank holidays

Two Corporate Social Responsibility days

Birthday day off

Death in service equivalent to twice annual salary

Auto enrolment pension scheme

Employee Assistance Programme

Discounts for local businesses

Professional fees paid (subject to requirement for your role)

Employee recruitment incentive scheme

Hugh James is an equal opportunities and disability confident committed employer.

Thank you for taking the time to consider this opportunity. If you have questions, please contact Stephanie Williams.

We reserve the right to close our vacancies earlier than the given deadline if we receive sufficient applications for the role.

Apply Now

Refine Your Search

wealth management jobs in pentyrch, crf

IFA Administrator/Trainee Paraplanner - IFA (maternity cover)

Assistant Headteacher

Client Services Administrator

NEW SERVICE OPENING: Mental Health Support Worker

Business Support Co-ordinator

Senior Technician Allied Clinical Health Hub

Client Services Executive

Head of CRM

Senior Planner

Data Operations Manager

Partner Transition Consultant

Graduate Predictive & Test Engineer

Director, Wealth Manager

Assistant Shop Manager

Web Engineer

Property Moving Assistant

Regional General Manager

Principal Engineer (Civil & Structural)

Apprentice (Level 2): Business Administration

Site Agent/Senior Site Agent

I want to receive the latest job alerts for wealth management in pentyrch, crf

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