Finance Work, Jobs in Bridgend (with Salaries)

Financial Planning Administrator
Magenta Financial Planning —Bridgend
- £28,000 - £32,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Work from home
- Sick pay
Quick apply
12d
Finance Analyst
PCI Pharma Services —Bridgend
- 8 hour shift
- Analysis skills
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
Associate, Analyst NAA Operations CoE, Audit and Assurance
Deloitte —Cardiff
- Hybrid work
- Microsoft Word
- AI
- Communication skills
Lloyds Banking Group - Customer Support: Bridgend
Lloyds Banking Group —Bridgend
- £15,720 - £16,170 a year
- Part-time
- Remote
7d
Finance Assistant
Bridgend County Borough Council —Bridgend
- £27,254 - £28,142 a year
- Full-time
- Hybrid work
- Budgeting
8d
Financial Analyst
Target —Cardiff
- £35,000 - £45,000 a year
- Hybrid work
- Employee assistance programme
- Employee discount
Quick apply
Finance Assistant
Cardiff Community Housing Association —Cardiff
- £30,656 a year
3h
Group Finance Assistant
Oakville South Wales Ltd/Oakville Resorts Ltd —Pontyclun
- £28,000 - £32,000 a year
- Full-time
- QuickBooks
- Data entry
- Organisational skills
- Free parking
Quick apply
10d
Commercial Property Finance Officer
Transport for Wales —Pontypridd
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Credit Analyst
Monzo —Cardiff
- £59,100 - £79,900 a year
- Remote
- Analysis skills
- Communication skills
- School
- Work from home
- Flexible schedule
4d
Cyber Security Analyst
Admiral —Cardiff
- Communication skills
- Annual leave
10d
Cyber Analyst
Admiral —Cardiff
- Analysis skills
- Communication skills
- Annual leave
3d
Account Executive/Account Managers
Gallagher —Llantrisant
- Up to £28,500 a year
- Full-time
- Analysis skills
- Communication skills
- Life insurance
- Referral programme
Finance Officer
Swansea Women's aid —Swansea
- £37,973 a year
- Full-time
- In-person
- Communication skills
Quick apply
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
9d
Trainee Paraplanner
Waddle Insurance —Swansea
- From £25,000 a year
- Full-time
- In-person
- Business
- Communication skills
- Health & wellbeing programme
Quick apply
14d
Finance Business Partner
Redkite Solicitors —Swansea
- Up to £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Travel
- Annual leave
- Gym membership
Accounts Assistant (Xero / Bookkeeping) – Progression Opportunity
Green Energy Solar —Cardiff
- £29,000 - £32,000 a year
- In-person
Quick apply
2d
Accounts and Tax Assistant - Making Tax Digital (Entry Level)
Azets —Swansea
- Full-time
- Hybrid work
- Continuous improvement
- Leadership
- Tax experience
- Employee assistance programme
- Employee discount
Quick apply
Procurement Manager, Site Procurement Operations
Amazon UK Services Ltd. —Kenfig
- Full-time
- Computer literacy
- Bachelor's degree
- Contracts
1d

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Financial Planning Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£28,000 - £32,000 a year
12 days ago

Benefits

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 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: £28,000.00-£32,000.00 per year

Benefits:

Company pension
On-site parking
Private medical insurance
Sick pay
Work from home

Experience:

Financial Planning Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in bridgend

Financial Planning Administrator

Finance Analyst

Associate, Analyst NAA Operations CoE, Audit and Assurance

Lloyds Banking Group - Customer Support: Bridgend

Finance Assistant

Financial Analyst

Finance Assistant

Group Finance Assistant

Commercial Property Finance Officer

Credit Analyst

Cyber Security Analyst

Cyber Analyst

Account Executive/Account Managers

Finance Officer

Finance Administrator

Trainee Paraplanner

Finance Business Partner

Accounts Assistant (Xero / Bookkeeping) – Progression Opportunity

Accounts and Tax Assistant - Making Tax Digital (Entry Level)

Procurement Manager, Site Procurement Operations

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