Crm Work, Jobs in Cardiff, Wls (with Salaries)

Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
Office Assistant
MAINPORT TRAINING —Cardiff
- £13 an hour
- Part-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
Senior CRM Manager
Admiral —Cardiff
- Hybrid work
- Sales
- Customer service
- SQL
- Annual leave
Business Development Administrator
Lorne stewart PLC —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
16h
Student Engagement Officer
Learna Ltd —Cardiff
- From £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
CRM Manager
Vivobarefoot —Bristol
- Hybrid work
- Communication skills
- Employee discount
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
7d
Business Development Executive
Tes Global —Llantrisant
- Up to £35,000 a year
- Full-time
- Sales
- Communication skills
- School
- Annual leave
- Employee assistance programme
Quick apply
CRS Energy: Solar Sales Consultant | £40,000 - £100,000+ OTE | Qualified Leads Provided
Complete Remedial Solutions —Bridgend
- £40,000 - £100,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Referral programme
Quick apply
Contract Coordinator
Otis —Cardiff
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Specialist Mortgage Case Manager
GoBear Loans —Cardiff
- £30,000 - £55,000 a year
- Full-time
- Hybrid work
- Basic maths
- Maths
- Organisational skills
- Free parking
- Annual leave
Quick apply
9d
Marketing & Digital Channel Manager
Ty Hafan —Sully
- £41,340 - £45,474 a year
- Full-time
- Hybrid work
- Project management
- Free parking
- Employee assistance programme
14d
Community Assistant
Welsh ICE —Caerphilly
- £26,400 a year
- Full-time
- Hybrid work
- Hospitality
- Care plans
- Communication skills
- Free parking
- Flexible schedule
Quick apply
16h
Sales Admin
SGD Security —Cardiff
- £27,500 - £32,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply
Senior Dynamics 365 CRM Developer
Tokio Marine HCC —Bridgend
- Full-time
- Azure
- Customer service
- DevOps
Appointment Setter
Evans Legacy Planning —Cardiff
- £24,420 - £26,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Financial services
- Work from home
Quick apply
1d
Customer Service and Office Manager
Bridge Coffee Roasters —Hengoed
- £34,000 - £37,000 a year
- Full-time
- Management
- Customer service
- ERP systems
- Free parking
Quick apply
1d
Marketing Manager
Forum Europe —Cardiff
- From £40,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Business development
- Work from home
- Bereavement leave
Quick apply
1d
Business Development Manager - SaaS
Capital Resourcing Group —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Business development
Quick apply
5d

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crm jobs near cardiff, wls

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Report writing
Microsoft Excel
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills
Certificate in Insurance
Office experience

Full job description

Benefits

Fully funded exams appropriate to your role
Time off for exams/revision (subject to prior agreement)
Healthcare Plan (after probationary period)
Discretionary Bonus Scheme
Relaxed Office Environment
Early 1pm finish on a Friday

About Us

We are a small, independent financial planning firm committed to providing high-quality, personalised advice to our clients. Our close-knit team prides itself on building long-term relationships and delivering exceptional client service.

Due to continued growth, we are looking for an experienced Financial Services Administrator who is eager to develop their career and progress into a Paraplanner role.

The Opportunity

This is an excellent opportunity for an individual with previous experience in financial services administration who is looking to take the next step in their career. You will initially support our advisers through a range of administrative and client servicing duties while receiving training, mentoring, and exposure to technical aspects of financial planning with a view to becoming a Paraplanner.

Key ResponsibilitiesAdministration Duties

Provide administrative support to Financial Advisers and the wider team.
Process new business applications and monitor progress through to completion.
Prepare and maintain accurate client records using the firm’s CRM system.
Liaise with product providers, platforms, and clients regarding policy information and servicing requests.
Manage adviser diaries, client meetings, and review schedules.
Prepare client review packs and meeting documentation.
Ensure all client files are maintained in line with regulatory and compliance requirements.

Development Towards Paraplanning

Assist in gathering and analysing client information.
Support the preparation of suitability reports and recommendation documents.
Conduct product and provider research.
Develop technical knowledge across pensions, investments, protection, and retirement planning.
Work closely with advisers and experienced paraplanners to build technical and analytical skills.
Progress towards taking responsibility for report writing and research activities.

Skills and Experience

Essential

Previous experience working within a financial advice, wealth management, or financial planning environment.
Strong administration and organisational skills.
Excellent attention to detail and accuracy.
Good communication and client service skills.
Proficient in Microsoft Office applications.
A genuine interest in financial planning and personal development.

Desirable

Experience using industry platforms and back-office systems.
Progress towards or completion of relevant professional qualifications (e.g. CII Level 4 Diploma or equivalent).
Previous exposure to pensions, investments, or protection products.
Experience assisting with research or suitability report preparation.

Personal Attributes

Ambitious and motivated to develop into a Paraplanner.
Professional and client-focused.
Strong analytical and problem-solving skills.
Positive attitude and willingness to learn.
Able to work independently while contributing to a small team environment.

If you are currently working in financial services administration and are looking for a role that offers genuine career progression into Paraplanning, we would be delighted to hear from you.

Job Type: Full-time

Pay: £24,000.00-£30,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Private medical insurance

Experience:

Financial Advisers Office: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

crm jobs in cardiff, wls

Financial Planning Administrator / Trainee Paraplanner

Office Assistant

Senior CRM Manager

Business Development Administrator

Student Engagement Officer

Office Assistant

CRM Manager

Business Development Manager

Business Development Executive

CRS Energy: Solar Sales Consultant | £40,000 - £100,000+ OTE | Qualified Leads Provided

Contract Coordinator

Specialist Mortgage Case Manager

Marketing & Digital Channel Manager

Community Assistant

Sales Admin

Senior Dynamics 365 CRM Developer

Appointment Setter

Customer Service and Office Manager

Marketing Manager

Business Development Manager - SaaS

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