Financial administrator Work, Jobs in Llandow, Vgl (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
11d
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
Bookkeeper/Administration
Green Circle Aggregates & Concrete —Bridgend
- From £16 an hour
- Overtime
- Microsoft Excel
- Administrative experience
- Data entry
- Free parking
Quick apply
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
20h
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- 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
HR and Office Administrator
Wastesavers Ltd —Newport
- £33,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Driving
- Free parking
- Work from home
Quick apply
2d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
External Funding Project Coordinator
Gower College Swansea —Swansea
- £29,522 - £32,084 a year
- Annual leave
12d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Vehicle Sales Administrator
Sinclair Group —Swansea
- £24,960 - £25,700 a year
- Monday to Friday
- Sales
- Administrative experience
- Free parking
- Annual leave
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
11d
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
5d
Fleet Sales Administrator
Lookers —Cardiff
- £27,750 a year
- Full-time
- Customer service
- Administrative experience
- IT
- Annual leave
Quick apply
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount

I want to receive the latest job alerts for financial administrator in llandow, vgl

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 llandow, vgl

IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year
11 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

financial administrator jobs in llandow, vgl

IFA Administrator

Financial Planning Administrator / Trainee Paraplanner

Bookkeeper/Administration

Office Administrator (Full Time)

Learning & Development Administrator

Commercial Property Administrator

Finance and Operations Administrator

Client Services Administrator

Customer Care Administrator

HR and Office Administrator

Adminstrator

External Funding Project Coordinator

Client Services Supervisor

Administrator

Vehicle Sales Administrator

Financial Services (IFA) Administrator

Private Markets Investment Administrator

Financial Planning Administrator - 12-month FTC

Fleet Sales Administrator

Standby Operations Administrator

I want to receive the latest job alerts for financial administrator in llandow, vgl

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected