Financial administrator Work, Jobs in Ynysybwl, Rct (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
Accounts Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Sales
- ERP systems
- Administrative experience
- Free parking
- Paid training
Quick apply
3d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
3d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
6d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
HR and Office Administrator
Wastesavers Ltd —Newport
- £33,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Driving
- Free parking
- Work from home
Quick apply
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
6d
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Livestock Administrator - Maternity Cover
Kepak Group —Merthyr Tydfil
- Full-time
- IT
- Time management
- Free parking
- Annual leave
Quick apply
10d
Administrator to the Guardian of Safe and Flexible Working
Aneurin Bevan University Health Board —Cwmbran
- £25,760 - £27,476 a year
- Part-time
- English
- Administrative experience
- Communication skills
3d
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Customer Care Administrator
118118 Money —Cardiff
- Up to £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
2d
Business Administrator | Care Home | Maternity Cover
Silvercrest Care —Bridgend
- £14.25 - £14.75 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
4d
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
Quick apply
General Manager
Kier Group —Cardiff
- Full-time
- Leadership
- Communication skills
- Flexible schedule

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financial administrator jobs near ynysybwl, rct

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 administrator jobs in ynysybwl, rct

Financial Planning Administrator / Trainee Paraplanner

Accounts Administrator

Administrator

Client Services Supervisor

Customer Care Administrator

Learning & Development Administrator

HR and Office Administrator

Administrative Assistant

Standby Operations Administrator

Financial Planning Administrator - 12-month FTC

Livestock Administrator - Maternity Cover

Administrator to the Guardian of Safe and Flexible Working

Private Markets Investment Administrator

Customer Care Administrator

Business Administrator | Care Home | Maternity Cover

Financial Services (IFA) Administrator

Private Markets Fund Accountant

General Manager

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