Financial administrator Work, Jobs in Bridgend, Wls (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
1d
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
11d
Shared Lives Business Support Officer
Neath Port Talbot County Borough Council —Neath Port Talbot
- £24,796 - £25,583 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Work from home
- Employee assistance programme
5d
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
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
4d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
14d
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
12d
Administration Assistant
Fire Consultancy Ltd —Neath
- £24,785 a year
- Full-time
- CRM software
- IT
- In-person
- Free parking
Quick apply
5d
Systems Administrator
Bridgend County Borough Council —Bridgend
- £20,388 - £21,419 a year
- Part-time
- Hybrid work
- Communication skills
5d
Customer Care Administrator
118118 Money —Cardiff
- Up to £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
Quick apply
Share Plan Manager
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
3d
Customer Service Administrator
Link Financial Outsourcing —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Employee assistance programme
Quick apply
2d
General Manager
Kier Group —Cardiff
- Part-time
- Hybrid work
- Leadership
- Communication skills
- Flexible schedule
Export Controller
Kepak Group —Merthyr Tydfil
- Up to £500 a week
- Full-time
- Communication skills
- Time management
- Free parking
- Annual leave
Quick apply
3d
Livestock Administrator - Maternity Cover
Kepak Group —Merthyr Tydfil
- Full-time
- IT
- Time management
- Free parking
- 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
- Communication skills
5d

I want to receive the latest job alerts for financial administrator in bridgend, wls

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near bridgend, wls

IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

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

financial administrator jobs in bridgend, wls

IFA Administrator

Learning & Development Administrator

Client Services Administrator

Administrator

Shared Lives Business Support Officer

Standby Operations Administrator

Vehicle Sales Administrator Jaguar Land Rover Cardiff

Client Services Supervisor

Business Administrator | Care Home | Maternity Cover

Administration Assistant

Systems Administrator

Customer Care Administrator

Customer Care Administrator

Private Markets Fund Accountant

Share Plan Manager

Customer Service Administrator

General Manager

Export Controller

Livestock Administrator - Maternity Cover

Business Support & Volunteer Co-ordinator

I want to receive the latest job alerts for financial administrator in bridgend, wls

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected