Admin Work, Jobs in Llandow, Vgl (with Salaries)

IFA Administrator
Magenta Financial Planning —Bridgend
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
11d
Accounts Admin Clerk
Ensinger Group —Porth
- £26,440 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
Bookkeeper/Administration
Green Circle Aggregates & Concrete —Bridgend
- From £16 an hour
- Overtime
- Microsoft Excel
- Administrative experience
- Data entry
- Free parking
Quick apply
Accounts Administrator
A & M GROUP —Bridgend
- £14,500 - £15,500 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
2d
Dental Receptionist
Park Street Dental —Bridgend
- £12.71 an hour
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Sick pay
Quick apply
5d
EPOS Product/Price File Administrator
Filco Supermarkets —Llantwit Major
- £30,420 a year
- Full-time
- Data analysis skills
- Microsoft Office
- Organisational skills
- Employee discount
Quick apply
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
3d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
15h
BMW Service Bookings Administrator
Sytner BMW Cardiff —Cardiff
- Full-time
- Employee discount
12d
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Office Administrator
Grid Electrical Solutions Ltd —Newport
- £28,000 a year
- Full-time
- Continuous improvement
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
3d
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Customer Service and Admin Coordinator
Home Farm Holiday Centre —Williton
- £14 an hour
- Full-time
- Hospitality
- Sales
- Social media management
- Free parking
Quick apply
13h
Offender Personality Disorder Administrator
Swansea Bay University Health Board —Bridgend
- £26,813 - £27,890 a year
- Full-time
- English
Admin Assistant
UK Laser Supplies —Cardiff
- From £24,500 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
Finance & HR Assistant
Centurion Tawe Ltd —Swansea
- £18 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
12d
Telecare Administrative Assistant
Bridgend County Borough Council —Bridgend
- £25,949 a year
- Full-time
- Hybrid work
- Communication skills
- Office experience
Commercial Property Administrator
Pobl Group —Swansea
- £29,102 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Travel
- Annual leave
- Sick pay
4d
Part Time Admin Assistant
Norton Accountancy Ltd —Cardiff
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
5d

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IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

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

Benefits

Company pension
Private medical insurance
Sick pay
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Salesforce
GCSE
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
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

admin jobs in llandow, vgl

IFA Administrator

Accounts Admin Clerk

Bookkeeper/Administration

Accounts Administrator

Dental Receptionist

EPOS Product/Price File Administrator

Operational Business Support Administrator

Client Services Administrator

Office Administrator (Full Time)

BMW Service Bookings Administrator

Learning & Development Administrator

Office Administrator

Office Manager

Customer Service and Admin Coordinator

Offender Personality Disorder Administrator

Admin Assistant

Finance & HR Assistant

Telecare Administrative Assistant

Commercial Property Administrator

Part Time Admin Assistant

I want to receive the latest job alerts for admin in llandow, vgl

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