Business support Work, Jobs in Porthcawl, 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
12d
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Business Client Service Specialist
HSBC Global Services Limited —Swansea
- From £27,200 a year
- Full-time
- Hybrid work
- Communication skills
- Work from home
10d
Food and Beverage - Chef De Partie - Q02
Parkdean Resorts —Rest Bay ED
- £15.61 an hour
- Weekend availability
- Leadership
- Resort
- Store discount
- Employee assistance programme
Quick apply
Food and Beverage - Bar Supervisor - Q15
Parkdean Resorts —Porthcawl
- Weekend availability
- Bar
- Supervising experience
- Restaurant
- Store discount
- Employee assistance programme
Quick apply
Head of Operations & Development
Walsingham Support —Waunarlwydd
- £55,000 a year
- Full-time
- Remote
Quick apply
9d
Trainee Optical Assistant
Specsavers —Porthcawl
- £8.20 - £12.91 an hour
- Full-time
- Leadership
- Employee discount
- Sick pay
9d
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
4d
Business Development Manager - Workwear
CanDo Laundry Services —Port Talbot
- £38,000 - £43,000 a year
- Full-time
- CRM software
- Sales
- Business development
- Annual leave
Quick apply
2d
Food and Beverage - Bar Staff - Q01
Parkdean Resorts —Rest Bay ED
- Weekend availability
- Bar
- Communication skills
- Resort
- Store discount
- Employee assistance programme
Quick apply
Optical Assistant
Specsavers —Porthcawl
- Full-time
- Customer service
- IT
- Leadership
- Employee discount
- Sick pay
9d
Manual Tester
Scrumconnect Consulting —Swansea
- £35,000 a year
- Hybrid work
- Azure
- SQL
- Analysis skills
4d
Service Promotions Executive
SpaMedica —Swansea
- £35,381 a year
- Full-time
- Paid training
- Employee assistance programme
Quick apply
9d
Project Management Assistant (West)
Pobl Group —Swansea
- £31,364 a year
- Full-time
- Hybrid work
- Microsoft Office
- Annual leave
- Sick pay
10d
Production Supervisor
CanDo Laundry Services —Port Talbot
- £13.75 an hour
- 8 hour shift
- Management
- Computer literacy
- Human resources
Quick apply
2d
Customer Service Representative
IQUW Group —Swansea
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Employee assistance programme
Food and Beverage - Waiting Staff - Q80
Parkdean Resorts —Rest Bay ED
- No experience needed
- Restaurant
- Resort
- Store discount
- Employee assistance programme
Quick apply
11d
Dispenser
Boots —Porthcawl
- £13.92 an hour
- Part-time
- IT
- Employee assistance programme
- Employee discount
Financial Planner
Magenta Financial Planning —Bridgend
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Work from home
- Sick pay
Quick apply
6d
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply

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IFA Administrator

Magenta Financial Planning
Bridgend

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year
12 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

business support jobs in porthcawl, bge

IFA Administrator

Business Analyst

Business Client Service Specialist

Food and Beverage - Chef De Partie - Q02

Food and Beverage - Bar Supervisor - Q15

Head of Operations & Development

Trainee Optical Assistant

Operational Business Support Administrator

Business Development Manager - Workwear

Food and Beverage - Bar Staff - Q01

Optical Assistant

Manual Tester

Service Promotions Executive

Project Management Assistant (West)

Production Supervisor

Customer Service Representative

Food and Beverage - Waiting Staff - Q80

Dispenser

Financial Planner

Office Manager

I want to receive the latest job alerts for business support in porthcawl, bge

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