Financial administrator Work, Jobs in Bridgend (with Salaries)

IFA Administrator
Magenta Financial Planning —Bridgend
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Sick pay
Quick apply
8d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Office Administrator
Rdj group —New Tredegar
- £25,420.00 - £40,072.48 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Free parking
- Sick pay
Quick apply
4d
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
Business Support & Volunteer Co-ordinator
Cardiff and Vale University Health Board —Cardiff
- £32,557 - £39,631 a year
- Full-time
- Management
- Recruiting
- Budgeting
12d
Administration Assistant
Fire Consultancy Ltd —Neath
- £24,785 a year
- Full-time
- CRM software
- Administrative experience
- Computer skills
- Free parking
Quick apply
12d
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
10h
Share Plan Manager
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
10d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Newport
- Computer literacy
- Analysis skills
- Supervising experience
Quick apply
5d
Salesforce AI Engineer
Capgemini —Cardiff
- Hybrid work
- Salesforce
- DevOps
- Agile
13d
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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
11d
Finance Administrator
Estate Capital Financial Management Ltd —Swansea
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- CRM software
- In-person
- Sick pay
Quick apply
5d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
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
Account Administrator
Stag Properties Ltd Wales Ltd —Cardiff
- £2,200 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
3d
Accounts/Office Administrator
A1 Group Transport Ltd —Port Talbot
- From £13.50 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
Quick apply
3d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Employee discount
Development Assistant
Caredig —Swansea
- £26,897 a year
- Full-time
- Hybrid work
- Databases
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
6d
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount

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financial administrator jobs near bridgend

IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year
8 days ago

Benefits

Company pension
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
GCSE
Administrative support experience
Microsoft Office Suite
Administrative experience
Organisational skills
Financial services
Financial advisory support experience
Communication skills
Time management

Full job description

FA AdministratorLocation

[Location]

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 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.
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: £25,000.00-£30,000.00 per year

Benefits:

Company pension
On-site parking
Private medical insurance
Sick pay

Education:

GCSE or equivalent (preferred)

Experience:

Financial Administration: 1 year (preferred)
Administrative experience: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in bridgend

IFA Administrator

Client Services Administrator

Office Administrator

Customer Care Administrator

Business Support & Volunteer Co-ordinator

Administration Assistant

Fleet Administrator

Share Plan Manager

Case Administrator Supervisor - Casualty Injury

Salesforce AI Engineer

Learning & Development Administrator

Vehicle Sales Administrator Jaguar Land Rover Cardiff

Finance Administrator

Administrator

Business Administrator | Care Home | Maternity Cover

Account Administrator

Accounts/Office Administrator

Client Services Supervisor

Development Assistant

Standby Operations Administrator

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