Financial administrator Work, Jobs in Ely, Crf (with Salaries)

Financial Planning Administrator
Magenta Financial Planning —Bridgend
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Compliance Administrator
Arkke Capital Ltd —Cardiff
- £26,000 - £28,000 a year
- Full-time
- Analysis skills
- Computer skills
- In-person
- Free parking
- Annual leave
Quick apply
6d
Fleet Administrator
Veolia ES (UK) Limited —Pontypridd
- £28,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Data entry
- Annual leave
- Employee discount
Quick apply
9d
Account Administrator
Stag Properties Ltd Wales Ltd —Cardiff
- £2,200 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
12d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Office Administrator/Bookkeeper
SWBM Ltd —Tredegar
- £12.71 - £13.00 an hour
- Part-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
- Sick pay
Quick apply
9h
Business Administrator
Spire Healthcare —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Accounting
- Free parking
- Annual leave
6d
Administrator
ivolve Care and Support —Cardiff
- £13.75 an hour
- Full-time
- Nursing home
- Administrative experience
- Human resources
- Employee discount
12h
Customer Care Administrator
118118 Money —Cardiff
- Up to £24,000 a year
- Full-time
- Hybrid work
- Customer service
- Data analysis skills
- English
- Health & wellbeing programme
- Annual leave
Quick apply
Accounts Administrator
John West Contractors Limited —Weston-super-Mare
- £31,668 a year
- Full-time
- QuickBooks
- Organisational skills
- In-person
Quick apply
3h
Private Client Administrator
Swiss Life Global Solutions —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Employee assistance programme
1d
Bank Business Administrator
Spire Healthcare —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Accounting
- Free parking
6d
Accommodation Support Officer
Civic Recruitment Limited —Newport
- £17.10 an hour
- Full-time
- Hybrid work
- Databases
- Maths
- Organisational skills
Quick apply
7d
Vehicle Sales Administrator Jaguar Land Rover Cardiff
Sinclair Group —Cardiff
- £24,000 - £24,960 a year
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Project Administrator
Framatome —Avonmouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
Business Administrator | Care Home | Maternity Cover
Silvercrest Care —Bridgend
- £14.25 - £14.75 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Nursing home
- Annual leave
- Employee assistance programme
Quick apply
Domestic Abuse Safety Officer Manager – Wales
HM Prison & Probation Service —Bridgend
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Leadership
- Annual leave
- Employee discount
6d
Part Time Bookkeeper/Office Administrator
Image Painting Contractors —Weston-super-Mare
- £15 - £17 an hour
- Part-time
- Social media management
- QuickBooks
- Organisational skills
- Free parking
Quick apply
2d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Newport
- Computer literacy
- Analysis skills
- Supervising experience
Quick apply
14d
Contract Project Administrator
Framatome —Avonmouth
- Full-time
- Contracts
- No travel
- Leadership
- Annual leave
- Employee assistance programme
Quick apply

I want to receive the latest job alerts for financial administrator in ely, crf

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planning Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£30,000 - £32,000 a year

Benefits

Free parking
Private dental insurance
Financial planning services
Company pension
Work from home
Private medical insurance
Sick pay
On-site parking

Qualifications

Microsoft Word
Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Meeting coordination
Suitability report preparation
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills
Time management

Full job description

FA Administrator

Bridgend

About Us

We are a well-established and growing Independent Financial Advice firm committed to delivering exceptional service to our clients. We are looking for an experienced, organised and proactive IFA Administrator to join our team and support our Financial Advisers in providing high-quality financial planning services.

The Role

As an IFA Administrator, you will play a key role in supporting our advisers and ensuring a smooth client journey from initial enquiry through to policy implementation and ongoing servicing.

The successful candidate will be highly organised, have excellent attention to detail, and be committed to delivering outstanding client service.

Key Responsibilities

Providing administrative support to Financial Advisers and Paraplanners.
Preparing client review packs and meeting documentation.
Processing new business applications and monitoring progress through to completion.
Liaising with clients, providers, and third parties to obtain information and resolve queries.
Maintaining accurate client records and updating back-office systems.
Producing suitability report packs and supporting documentation.
Managing adviser diaries and arranging client meetings.
Processing withdrawals, fund switches, and other client servicing requests.
Ensuring all work is completed in line with FCA regulations and company procedures.
Assisting with client annual reviews and ongoing servicing requirements.
Handling incoming calls and correspondence professionally and efficiently.

Skills and Experience

Essential

Previous experience in an IFA, financial planning, wealth management, or financial services administration role.
Excellent organisational and time management skills.
Strong attention to detail and accuracy.
Good communication and interpersonal skills.
Ability to manage multiple tasks and priorities.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.

Desirable

Experience using Intelligent Office, Xplan, Salesforce, or similar financial services CRM systems.
Knowledge of pensions, investments, protection, and financial planning products.
Relevant Financial Planning qualifications.
Understanding of FCA regulations and Consumer Duty requirements.

What We Offer

Competitive salary.
4 day working work
Hybrid working
End of year bonus scheme
Company pension scheme.
Holiday entitlement plus bank holidays.
Professional development and support towards industry qualifications.
Friendly and supportive working environment.

Equal Opportunities

We are committed to creating an inclusive workplace and welcome applications from all suitably qualified candidates regardless of age, disability, gender, race, religion, sexual orientation, or background.

Pay: £30,000.00-£32,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking
Private dental insurance
Private medical insurance
Sick pay
Work from home

Experience:

Financial Planning Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in ely, crf

Financial Planning Administrator

Compliance Administrator

Fleet Administrator

Account Administrator

Client Services Administrator

Office Administrator/Bookkeeper

Business Administrator

Administrator

Customer Care Administrator

Accounts Administrator

Private Client Administrator

Bank Business Administrator

Accommodation Support Officer

Vehicle Sales Administrator Jaguar Land Rover Cardiff

Project Administrator

Business Administrator | Care Home | Maternity Cover

Domestic Abuse Safety Officer Manager – Wales

Part Time Bookkeeper/Office Administrator

Case Administrator Supervisor - Casualty Injury

Contract Project Administrator

I want to receive the latest job alerts for financial administrator in ely, crf

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected