Administrator Work, Jobs in Sully, Vgl (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
11d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
4h
Admin Assistant
UK Laser Supplies —Cardiff
- From £24,500 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
11d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Office Manager
Thackeray Estates —Cardiff
- £35,000 - £42,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Team management
Quick apply
23h
Administration Officer
Cardiff Stone Ltd —Taffs Well ED
- £22,880 - £23,793 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
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
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
BMW Service Bookings Administrator
Sytner BMW Cardiff —Cardiff
- Full-time
- Employee discount
11d
Receptionist/Admin Support
Cardiff and Vale University Health Board —Cardiff
- £26,300 a year
- Full-time
- English
- Organisational skills
- IT
1d
Material Administrator
JMC Aviation —Barry
- £17.22 an hour
- Temporary
- Microsoft Excel
- Analysis skills
- Communication skills
Child Health Ward Receptionist
Cardiff and Vale University Health Board —Cardiff
- £26,300 a year
- Part-time
- English
- Organisational skills
- IT
2d
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
Facilities Administrator
Pharmaron —Cardiff
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
9d
Office Administrator
Vital Human Resources —Cardiff
- £26,000 - £29,000 a year
- Full-time
- Sales
- Organisational skills
- Computer skills
- Free parking
Quick apply
Admin/Paralegal
Blackfords LLP —Cardiff
- Full-time
- Administrative experience
- IT
- Typing
Quick apply
3d
Customer Service and Admin Coordinator
Home Farm Holiday Centre —Williton
- £14 an hour
- Full-time
- Hospitality
- Sales
- Social media management
- Free parking
Quick apply
1h
Admin Assistant/Receptionist
Cardiff Mot and Service centre —Cardiff
- £24,420.00 - £35,395.90 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
12d

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Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
11 days ago

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

administrator jobs in sully, vgl

Financial Planning Administrator / Trainee Paraplanner

Office Administrator (Full Time)

Admin Assistant

Office Manager

Office Assistant

Client Services Administrator

Office Manager

Administration Officer

Part Time Admin Assistant

Finance and Operations Administrator

BMW Service Bookings Administrator

Receptionist/Admin Support

Material Administrator

Child Health Ward Receptionist

IFA Administrator

Facilities Administrator

Office Administrator

Admin/Paralegal

Customer Service and Admin Coordinator

Admin Assistant/Receptionist

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