Finance & accounting 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
Motor Finance Account Manager (Dealers - Birmingham and South West)
Tandem Bank —Cardiff
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
SAP S/4HANA Finance Accountant
Welsh Water —Newport
- £41,300 - £45,000 a year
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Accounting
- Free parking
- Annual leave
Finance Officer
Citizen Voice Body for Health and Social Care Wales (operating name Llais) —Cardiff
- £28,819 - £31,626 a year
- Full-time
- Hybrid work
- Travel
- Annual leave
- Employee assistance programme
6d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Finance Assistant - Purchase Ledger
Ty Hafan —Sully
- £26,655 - £28,619 a year
- Full-time
- Hybrid work
- Administrative experience
- Accounting
- IT
- Free parking
- Employee assistance programme
11d
Part-Time Accountant & Account Handler
Express Print Services Ltd —Cardiff
- £13.50 - £15.00 an hour
- Part-time
- QuickBooks
- Organisational skills
- In-person
- Free parking
Quick apply
Finance Business Partner
Welsh Water —Newport
- £61,481.20 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Organisational skills
4d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Finance Analyst - NWJCC
Cwm Taf Morgannwg University Health Board —Pontypridd
- £32,557 - £39,631 a year
- Full-time
- Bilingual
- Contracts
3d
Accounts & Finance Administrator
SWBM Ltd —Tredegar
- £15 - £19 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Project management
- Free parking
- Flexible schedule
Quick apply
6d
Finance Officer
Amelia Trust Farm —Barry
- £17,110 a year
- Part-time
- Microsoft Office
- In-person
- Café
- Free parking
- Sick pay
Quick apply
10d
Part Time Accounts Assistant
Absolute Property Management Solutions Ltd —Penarth
- £25,000 - £27,000 a year
- Part-time
- QuickBooks
- In-person
Quick apply
4d
Financial Reporting & Technical Accounting Lead - 6 months FTC
Hodge Bank —Cardiff
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Accounting
- Financial services
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
7d
Payments Specialist
ExpenseIn —Cardiff
- £35,000 - £40,000 a year
- Hybrid work
- Analysis skills
- APIs
- Financial services
- Annual leave
Quick apply
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Accountant
Harries Watkins Jones —Bridgend
- £31,000 - £34,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Annual leave
Quick apply
Finance Analyst- 12 Month Fixed Term Contract
Encirc —Bristol
- £28,000 - £30,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
Quick apply
6d
Accounts Administrator
A & M GROUP —Bridgend
- £14,500 - £15,500 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
10d

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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

finance & accounting jobs in cardiff, wls

Financial Planning Administrator / Trainee Paraplanner

Motor Finance Account Manager (Dealers - Birmingham and South West)

SAP S/4HANA Finance Accountant

Finance Officer

Client Services Administrator

Finance Controller

Finance Assistant - Purchase Ledger

Part-Time Accountant & Account Handler

Finance Business Partner

Administrator

Finance Analyst - NWJCC

Accounts & Finance Administrator

Finance Officer

Part Time Accounts Assistant

Financial Reporting & Technical Accounting Lead - 6 months FTC

Payments Specialist

Financial Controller

Accountant

Finance Analyst- 12 Month Fixed Term Contract

Accounts Administrator

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