Business administrator Work, Jobs in Ely, Crf (with Salaries)

Financial Planning Administrator
Magenta Financial Planning —Bridgend
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Business Administrator
Mind —Cardiff
- Hybrid work
- Customer service
- Microsoft Office
- Accounting
23h
Office Administrator
Gibson Specialist Technical Services Limited —Bridgend
- £26,000 - £27,040 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Contracts
Quick apply
7d
Business Administrator
Spire Healthcare —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Accounting
- Free parking
- Annual leave
5d
Business / Commercial Administrator (Senior)
Falcon Construction —Cardiff
- From £21,000 a year
- Full-time
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
Quick apply
7d
Compliance Administrator
Arkke Capital Ltd —Cardiff
- £26,000 - £28,000 a year
- Full-time
- Analysis skills
- Computer skills
- In-person
- Free parking
- Annual leave
Quick apply
5d
Administrator
Absolute Property Management Solutions Ltd —Penarth
- £25,500 - £27,500 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
Quick apply
6d
Test Centre Administrator
Pitman Training —Cardiff
- £12.71 - £13.00 an hour
- Part-time
- Customer service
- Computer literacy
- Bachelor's degree
Quick apply
Office Administrator
Dragon Bags Ltd —Cardiff
- £13.45 - £14.00 an hour
- Full-time
- Computer literacy
- Administrative experience
- Accounting
- Free parking
Quick apply
23h
Senior Contracts Administrator
Alam Dingin HVAC and Facilities Services —Caerphilly
- £3,500 - £3,700 a month
- Full-time
- Mentoring
- Contracts
- Communication skills
Quick apply
Purchase Ledger Administrator
PHSGroup —Caerphilly
- No weekends
- Microsoft Excel
- Communication skills
- Free parking
- Employee discount
11d
Lettings Administrator / Property Coordinator – Cardiff
Williamson & Co —Cardiff
- Part-time
- Customer service
- In-person
Quick apply
14d
Senior Administrative Officer
HM Prison & Probation Service —Cardiff
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee discount
6d
L&D Administrator
Capital Law —Cardiff
- £26,910 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Annual leave
- Referral programme
4d
Bank Business Administrator
Spire Healthcare —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Accounting
- Free parking
5d
Private Client Administrator
Swiss Life Global Solutions —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Employee assistance programme
19h
Lettings Negotiator / Property Administrator
Harry Harper Sales & Lettings —Cardiff
- From £28,000 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick apply
Account Administrator
Stag Properties Ltd Wales Ltd —Cardiff
- £2,200 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
11d
Legal Administrator - Family
Geldards —Cardiff
- Full-time
- Computer literacy
- Writing skills
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
Order Fulfillment Administrator
Eurobond —Cardiff
- Full-time
- Computer literacy
- Data entry

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business administrator jobs near ely, crf

Financial Planning Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£30,000 - £32,000 a year

Benefits

Free parking
Private dental insurance
Financial planning services
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 Administrator

Bridgend

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 experienced, 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.
4 day working work
Hybrid working
End of year bonus scheme
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: £30,000.00-£32,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking
Private dental insurance
Private medical insurance
Sick pay
Work from home

Experience:

Financial Planning Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

business administrator jobs in ely, crf

Financial Planning Administrator

Business Administrator

Office Administrator

Business Administrator

Business / Commercial Administrator (Senior)

Compliance Administrator

Administrator

Test Centre Administrator

Office Administrator

Senior Contracts Administrator

Purchase Ledger Administrator

Lettings Administrator / Property Coordinator – Cardiff

Senior Administrative Officer

L&D Administrator

Bank Business Administrator

Private Client Administrator

Lettings Negotiator / Property Administrator

Account Administrator

Legal Administrator - Family

Order Fulfillment Administrator

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