Of finance 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
14d
Finance Analyst, Consumer Lending
Lloyds Banking Group —Cardiff
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Financial services
5d
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
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
Credit Risk Analyst
DS Smith —Caerphilly
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Bachelor's degree
- Employee assistance programme
- Employee discount
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Financial Data Analyst
Admiral —Cardiff
- Hybrid work
- Microsoft Excel
- Analysis skills
- IT
Finance Analyst
Legal & General Investment Management —Cardiff
- Oracle
- Microsoft Office
- Analysis skills
- Employee discount
12d
Finance Analyst
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Analysis skills
- Employee discount
Quick apply
12d
Business Analyst
Advanced Secure Technologies —Saint Mellons
- £40,000 - £45,000 a year
- Full-time
- Azure
- Data analysis skills
- Project management
- Free parking
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
Junior Data Analyst - Big 4 Consultancy Opportunity
Alexander Mann Solutions (AMS) —Cardiff
- Hybrid work
- Microsoft Excel
- SQL
- C++
Head of Finance - R2R
DS Smith —Caerphilly
- Full-time
- Leadership
- Employee assistance programme
- Employee discount
Credit Controller
BUUK Infrastructure —Cardiff
- £31,519 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
4d
Consumer Support Analyst
LexisNexis Risk Solutions —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
Audit and Accounts Trainee
Kilsby Williams Chartered Accountants —Newport
- Accounting
- Tax experience
Assistant Investment Executive
Development Bank of Wales —Cardiff
- Full-time
- Communication skills
- Banking
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
Management Information Analyst
Legal & General Investment Management —Cardiff
- Microsoft Excel
- SQL
- Employee discount
7d
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
12d

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Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
14 days ago

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

of finance jobs in cardiff, wls

Financial Planning Administrator / Trainee Paraplanner

Finance Analyst, Consumer Lending

Finance Controller

Finance Officer

Credit Risk Analyst

Finance and Operations Administrator

Financial Data Analyst

Finance Analyst

Finance Analyst

Business Analyst

SAP S/4HANA Finance Accountant

Junior Data Analyst - Big 4 Consultancy Opportunity

Head of Finance - R2R

Credit Controller

Consumer Support Analyst

Audit and Accounts Trainee

Assistant Investment Executive

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

Management Information Analyst

Procurement Specialist

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