Finance manager 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 Senior Manager
Panasonic Manufacturing —Cardiff
- English
- Continuous improvement
- Travel
- Free parking
- Annual leave
Responsibile Financial Officer
Mumbles Community Council —Swansea
- £40,777 - £45,091 a year
- Part-time
- Hybrid work
- Budgeting
Quick apply
3d
Procurement Manager, Site Procurement Operations
Amazon UK Services Ltd. —Kenfig
- Full-time
- Computer literacy
- Bachelor's degree
- Contracts
1d
Procurement Manager, UKI OPEX Procurement
Amazon UK Services Ltd. —Kenfig
- Full-time
- Bachelor's degree
- In-person
- Negotiation
1d
Senior Procurement Business Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
14d
Procurement Manager
Sigma 3 Kitchens —Pontyclun
- £45,000 - £55,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
9d
Financial Control Manager
Legal & General Investment Management —Cardiff
- Employee discount
1d
Financial Controller
Development Bank of Wales —Cardiff
- From £86,000 a year
- Full-time
- Computer literacy
- Team management
- Computer skills
7d
Finance Manager
Control Risks —Cardiff
- Full-time
- Bachelor's degree
- Accounting
- Communication skills
Quick apply
Treasury Operations Manager
FastRate Exchange Services Ltd. —Cardiff
- £85,000 a year
- Analysis skills
- Accounting
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Director of Finance and Technology & Innovation
Tai Tarian —Briton Ferry
- £134,040 a year
- Full-time
- Leadership
Financial Control Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
1d
Imports/Exports Controller, International Transportation
Willis Lease Finance Corporation —Bridgend
Insurance Claims Operations Manager
Paramount Insurance Services Ltd. —Cardiff
- £72,000 a year
- Full-time
- Customer service
- Analysis skills
- In-person
- Health & wellbeing programme
- Flexitime
Quick apply
Mortgage Customer and Product Manager
Julian Hodge Bank —Cardiff
- £59,000 a year
- Full-time
2d
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
Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
9d
Deputy Director - Financial Resilience and Controls
OFGEM —Cardiff
- £81,000 - £117,800 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Flexible schedule
4d
Procurement Manager
The Ouds Warehouse Ltd —Cardiff
- From £39,000 a year
- Full-time
- In-person
- Communication skills
- Negotiation
- Free parking
- Employee discount
Quick apply

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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 manager jobs in bridgend

Financial Planning Administrator

Finance Senior Manager

Responsibile Financial Officer

Procurement Manager, Site Procurement Operations

Procurement Manager, UKI OPEX Procurement

Senior Procurement Business Manager

Procurement Manager

Financial Control Manager

Financial Controller

Finance Manager

Treasury Operations Manager

Director of Finance and Technology & Innovation

Financial Control Manager

Imports/Exports Controller, International Transportation

Insurance Claims Operations Manager

Mortgage Customer and Product Manager

Finance Administrator

Investment Managers Assistant

Deputy Director - Financial Resilience and Controls

Procurement Manager

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