Business administrator Work, Jobs in Rhondda, Rct (with Salaries)

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
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
11d
Business Development Administrator
Lorne stewart PLC —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
4d
Business Support Administrator Cardiff
SDS Engineering —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Customer Services Administrator
Wales Environmental Limited —Cardiff
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
Quick apply
2d
Business Support Administrator
Tokio Marine HCC —Bridgend
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
10d
Office Administrator/Sales
Star Multifuels —Ammanford
- £24,420 - £29,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Office Administrator
Grid Electrical Solutions Ltd —Newport
- £28,000 a year
- Full-time
- Continuous improvement
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
11d
Financial Services Administrator
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
Principal Developer (Salesforce)
OFGEM —Cardiff
- £63,443 - £86,547 a year
- Full-time
- Hybrid work
- Salesforce
- Presentation skills
- Leadership
- Annual leave
- Flexible schedule
12d
Customer Service Administrator
Seda UK —Blackwood
- £26,500 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Customer Service Administrator
Wild Water Group —Cardiff
- £26,436.80 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
IFA Administrator
TP Admin Swansea ltd. —Swansea
- £18,000 - £24,000 a year
- Part-time
- Microsoft Office
- Organisational skills
- IT
- Flexible schedule
Quick apply
4d
Facilities Administrator
Pharmaron —Cardiff
- Microsoft Word
- Microsoft Excel
- Engineering
Fleet Administrator
NoteMachine UK Ltd —Crickhowell
- £12.71 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
4d
Project Administration & Compliance Coordinator
R&M Williams Ltd —Neath
- £27,000 - £30,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
3d

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business administrator jobs near rhondda, rct

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Report writing
Microsoft Excel
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills
Certificate in Insurance
Office experience

Full job description

Benefits

Fully funded exams appropriate to your role
Time off for exams/revision (subject to prior agreement)
Healthcare Plan (after probationary period)
Discretionary Bonus Scheme
Relaxed Office Environment
Early 1pm finish on a Friday

About Us

We are a small, independent financial planning firm committed to providing high-quality, personalised advice to our clients. Our close-knit team prides itself on building long-term relationships and delivering exceptional client service.

Due to continued growth, we are looking for an experienced Financial Services Administrator who is eager to develop their career and progress into a Paraplanner role.

The Opportunity

This is an excellent opportunity for an individual with previous experience in financial services administration who is looking to take the next step in their career. You will initially support our advisers through a range of administrative and client servicing duties while receiving training, mentoring, and exposure to technical aspects of financial planning with a view to becoming a Paraplanner.

Key ResponsibilitiesAdministration Duties

Provide administrative support to Financial Advisers and the wider team.
Process new business applications and monitor progress through to completion.
Prepare and maintain accurate client records using the firm’s CRM system.
Liaise with product providers, platforms, and clients regarding policy information and servicing requests.
Manage adviser diaries, client meetings, and review schedules.
Prepare client review packs and meeting documentation.
Ensure all client files are maintained in line with regulatory and compliance requirements.

Development Towards Paraplanning

Assist in gathering and analysing client information.
Support the preparation of suitability reports and recommendation documents.
Conduct product and provider research.
Develop technical knowledge across pensions, investments, protection, and retirement planning.
Work closely with advisers and experienced paraplanners to build technical and analytical skills.
Progress towards taking responsibility for report writing and research activities.

Skills and Experience

Essential

Previous experience working within a financial advice, wealth management, or financial planning environment.
Strong administration and organisational skills.
Excellent attention to detail and accuracy.
Good communication and client service skills.
Proficient in Microsoft Office applications.
A genuine interest in financial planning and personal development.

Desirable

Experience using industry platforms and back-office systems.
Progress towards or completion of relevant professional qualifications (e.g. CII Level 4 Diploma or equivalent).
Previous exposure to pensions, investments, or protection products.
Experience assisting with research or suitability report preparation.

Personal Attributes

Ambitious and motivated to develop into a Paraplanner.
Professional and client-focused.
Strong analytical and problem-solving skills.
Positive attitude and willingness to learn.
Able to work independently while contributing to a small team environment.

If you are currently working in financial services administration and are looking for a role that offers genuine career progression into Paraplanning, we would be delighted to hear from you.

Job Type: Full-time

Pay: £24,000.00-£30,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Private medical insurance

Experience:

Financial Advisers Office: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

business administrator jobs in rhondda, rct

Financial Planning Administrator / Trainee Paraplanner

Operational Business Support Administrator

Business Development Administrator

Business Support Administrator Cardiff

Learning & Development Administrator

Administrator

Customer Services Administrator

Business Support Administrator

Office Administrator/Sales

IFA Financial Services Administrator (with Training & Career Development)

Office Administrator

Financial Services Administrator

Alarm Administrator

Principal Developer (Salesforce)

Customer Service Administrator

Customer Service Administrator

IFA Administrator

Facilities Administrator

Fleet Administrator

Project Administration & Compliance Coordinator

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