Finance manager Work, Jobs in Tredegar, Bgw (with Salaries)

Financial Services Administrator
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Principal Finance Manager
Powys Teaching Health Board —Brecon
- £58,379 - £65,723 a year
- Full-time
- Hybrid work
- Leadership
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
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Logistics and Procurement Manager
Atlas Trade and Logistics Services Ltd —Aberdare
- £3,800 - £4,900 a month
- Full-time
- In-person
- Leadership
- Negotiation
- Free parking
Quick apply
3d
Finance Manager
Control Risks —Cardiff
- Full-time
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply
Head of Finance - R2R
DS Smith —Caerphilly
- Full-time
- Leadership
- Employee assistance programme
- Employee discount
Procurement Business Manager
NHS Wales Shared Services Partnership —Cardiff
- £40,559 - £48,841 a year
- Full-time
- English
9d
Senior Portfolio Manager
BAE Systems —Glascoed
- £60,000 a year
- Engineering
- Project management
- No degree
12d
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
UK Finance Leader
Eaton —Cwmbran
- Analysis skills
- Mentoring
- Leadership
Legal Entity & Securitisation Assistant Finance Manager - 6 Month FTC
Lloyds Banking Group —Newport
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Procurement Manager
Starling —Cardiff
- Hybrid work
- Analysis skills
- Contracts
- Financial services
- Annual leave
- Employee discount
Quick apply
Project Controller
Safran —Cwmbran
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
- Employee assistance programme
Policy, Risk & Assurance Lead
Welsh Water —Newport
- £47,492 - £54,618 a year
- Hybrid work
- Communication skills
- Free parking
- Annual leave
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Credit Controller
BUUK Infrastructure —Cardiff
- £31,519 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
9d
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

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Financial Services Administrator

Fortress Financial Services -
Tredegar

Quick apply

Job details

Full-time
£25,000 - £30,000 a year

Benefits

Free parking
Financial planning services
Company pension
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

About Us

Fortress Financial Services is a well-established, client-focused financial advice firm based in Tredegar. We’re a professional but down-to-earth team, and we take real pride in the quality of our work and the service we provide to clients.

We’re continuing to develop how we operate as a business, including integrating AI tools into our compliance and advice processes, and we’re looking for someone who wants to be part of that progression.

The Role

We’re looking for a reliable and detail-focused Administrator to join our office team.

This is primarily an administrative role to begin with, but it sits at the centre of our advice and compliance process. You’ll be responsible for managing the workflow of file reviews—working with AI-generated checks, tracking remedial actions, and ensuring nothing slips through the cracks.

Over time, there is a clear pathway to develop into a more technical role, with full training and funded exams available for the right person.

Key Responsibilities

Managing the file review process, including:
Reviewing AI-generated file check outputs
Logging and tracking remedial actions
Following up with advisers to ensure completion
Maintaining accurate client records using Intelligent Office and Excel
General office administration and supporting the wider team where needed
Handling incoming calls and routine client enquiries in a professional manner when needed

Skills & Attributes

Strong organisational skills – able to manage your own workload and follow up on tasks without being prompted
High attention to detail – comfortable working with compliance-sensitive information
Confident using Excel (this is important for the role)
Comfortable working independently but also as part of a team
Professional and clear communication style
Reliable, punctual, and consistent in your approach

Experience & Background

Previous experience in financial services or an office-based role is preferred
Familiarity with Intelligent Office would be an advantage
Experience working with spreadsheets/data tracking is highly desirable
We will consider candidates at different levels – salary and responsibilities will reflect experience

Progression & Development

This role is designed to develop over time.

You’ll gain exposure to compliance processes, financial planning work, and adviser support. Training and professional exams will be fully supported for the right candidate, with a view to progressing into a more technical role such as paraplanning.

Why Join Us?

Clear progression into financial planning
Full training and exam support
Varied role with real responsibility from day one
Supportive, team-focused working environment
Free parking and company pension

If you’re the sort of person who likes to take ownership of your work, keep things organised, and be relied on to get things done properly, this will suit you.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

finance manager jobs in tredegar, bgw

Financial Services Administrator

Principal Finance Manager

Accounts & Finance Administrator

IFA Financial Services Administrator (with Training & Career Development)

Finance Controller

Logistics and Procurement Manager

Finance Manager

Head of Finance - R2R

Procurement Business Manager

Senior Portfolio Manager

Financial Planning Administrator / Trainee Paraplanner

UK Finance Leader

Legal Entity & Securitisation Assistant Finance Manager - 6 Month FTC

Financial Controller

Procurement Manager

Project Controller

Policy, Risk & Assurance Lead

Financial Services (IFA) Administrator

Credit Controller

Financial Reporting & Technical Accounting Lead - 6 months FTC

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