Team administrator Work, Jobs in Bridgend, Bge (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
10d
Accounts Administrator
A & M GROUP —Bridgend
- £14,500 - £15,500 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
1d
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
2d
Aftersales Manager
Bassetts Motor Group —Bridgend
- £35,000 - £45,000 a year
- Weekend availability
- Driving
- In-person
Quick apply
19h
Bookkeeper/Administration
Green Circle Aggregates & Concrete —Bridgend
- From £16 an hour
- Overtime
- Microsoft Excel
- Administrative experience
- Data entry
- Free parking
Quick apply
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
2d
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Home Administrator/Front of House Assistant
Moorland Waunarlwydd Ltd —Swansea
- £29,932 a year
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Health & wellbeing programme
- Gym membership
Quick apply
12h
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
10d
Telecare Administrative Assistant
Bridgend County Borough Council —Bridgend
- £25,949 a year
- Full-time
- Hybrid work
- Communication skills
- Office experience
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Packaging Specialist
Brilliant Group —Swansea
- £25,000 - £28,000 a year
- Full-time
- Basic maths
- Analysis skills
- Financial services
Quick apply
Offender Personality Disorder Administrator
Swansea Bay University Health Board —Bridgend
- £26,813 - £27,890 a year
- Full-time
- English
14d
Commercial Property Administrator
Pobl Group —Swansea
- £29,102 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Travel
- Annual leave
- Sick pay
4d
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
Billing & Cash Administrator
DS Smith —Caerphilly
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Employee assistance programme
- Employee discount
Customer Care Administrator
Vertu Motors —Newport
- £25,539.00 - £27,539.06 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Business Support Administrator
Tokio Marine HCC —Bridgend
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
1d
Total Rewards Administrator
General Dynamics Mission Systems - United Kingdom —Blackwood
- £30,600 - £34,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d

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IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year
10 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

team administrator jobs in bridgend, bge

IFA Administrator

Accounts Administrator

Operational Business Support Administrator

Aftersales Manager

Bookkeeper/Administration

Office Administrator

Learning & Development Administrator

Home Administrator/Front of House Assistant

Financial Planning Administrator / Trainee Paraplanner

Telecare Administrative Assistant

Client Services Administrator

Packaging Specialist

Offender Personality Disorder Administrator

Commercial Property Administrator

Finance and Operations Administrator

BMW Service Bookings Administrator

Billing & Cash Administrator

Customer Care Administrator

Business Support Administrator

Total Rewards Administrator

I want to receive the latest job alerts for team administrator in bridgend, bge

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