Financial systems 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
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
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
1d
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
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Finance Analyst
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Analysis skills
- Employee discount
Quick apply
13d
Process Engineer
IQE —Cardiff
- £50,000 - £55,000 a year
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
12d
Finance Analyst
Legal & General Investment Management —Cardiff
- Oracle
- Microsoft Office
- Analysis skills
- Employee discount
12d
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Graduate Management Trainee - Cardiff
Enterprise Mobility —Cardiff
- Full-time
- Sales
- Customer service
- Bachelor's degree
IT Service Analyst
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Azure
- SQL
- AWS
- Employee discount
Quick apply
5d
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
12d
Legal Assistant
Redkite Solicitors —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Senior Member Support Manager
Yonder —Cardiff
- £64,210 - £78,055 a year
- Hybrid work
- IT
- Annual leave
1d
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
Audit and Accounts Trainee
Kilsby Williams Chartered Accountants —Newport
- Accounting
- Tax experience
Consumer Support Analyst
LexisNexis Risk Solutions —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
Associate, Analyst NAA Operations CoE, Audit and Assurance - 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
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
6d

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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

financial systems jobs in cardiff, wls

Financial Planning Administrator / Trainee Paraplanner

Client Services Administrator

Finance Officer

SAP S/4HANA Finance Accountant

Office Manager

Finance and Operations Administrator

Finance Analyst

Process Engineer

Finance Analyst

Financial Controller

Graduate Management Trainee - Cardiff

IT Service Analyst

Procurement Specialist

Legal Assistant

Senior Member Support Manager

Part-Time Accountant & Account Handler

Audit and Accounts Trainee

Consumer Support Analyst

Associate, Analyst NAA Operations CoE, Audit and Assurance - 12 Month FTC/ Secondment

Finance Assistant - Purchase Ledger

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