Business administrator Work, Jobs in Sully, Vgl (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
11d
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
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
Business Support Administrator Cardiff
SDS Engineering —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
Billing & Cash Administrator
DS Smith —Caerphilly
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Employee assistance programme
- Employee discount
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
3d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Facilities Administrator
Pharmaron —Cardiff
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
10d
Administrator
Optima Care Group —Congresbury
- £15 an hour
- Part-time
- Microsoft Word
- Administrative experience
- Organisational skills
Quick apply
2d
Material Administrator
JMC Aviation —Barry
- £17.22 an hour
- Temporary
- Microsoft Excel
- Analysis skills
- Communication skills
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
2d
Technical Administrator
NewPrinces Group —Cardiff
- Monday to Friday
- Microsoft Office
- Analysis skills
- Continuous improvement
- Free parking
- Annual leave
Aftersales Manager
Bassetts Motor Group —Bridgend
- £35,000 - £45,000 a year
- Weekend availability
- Driving
- In-person
Quick apply
1d
Business Administrator
Mitie —Bridgwater
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Customer Service Administrator
Nonwovenn Limited —Bridgwater
- Up to £30,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
9d
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
Contract Coordinator
Otis —Cardiff
- Full-time
- 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
Sales Admin
SGD Security —Cardiff
- £27,500 - £32,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply

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business administrator jobs near sully, vgl

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
11 days ago

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 sully, vgl

Financial Planning Administrator / Trainee Paraplanner

Finance and Operations Administrator

IFA Administrator

Business Support Administrator Cardiff

Adminstrator

Billing & Cash Administrator

Operational Business Support Administrator

Client Services Supervisor

Facilities Administrator

Administrator

Material Administrator

Office Administrator

Technical Administrator

Aftersales Manager