Service 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
12d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
1d
BMW Service Bookings Administrator
Sytner BMW Cardiff —Cardiff
- Full-time
- Employee discount
13d
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
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
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
10d
Facilities Administrator
Pharmaron —Cardiff
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
11d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
Data & Compliance Administrator
Apprenticeship Group Wales Ltd —Caerphilly
- Up to £13,218.40 a year
- Part-time
- Customer service
- Administrative experience
- In-person
- Health & wellbeing programme
Quick apply
Billing & Cash Administrator
DS Smith —Caerphilly
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Employee assistance programme
- Employee discount
Administrator
The Watches of Switzerland Group —Cardiff
- Part-time
- Hospitality
- Administrative experience
- Organisational skills
- Employee assistance programme
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
Material Administrator
JMC Aviation —Barry
- £17.22 an hour
- Temporary
- Microsoft Excel
- Analysis skills
- Communication skills
Business Support Administrator Cardiff
SDS Engineering —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Send Administrator
Cathedral Schools Trust —North Somerset
- £25,009 - £28,037 a year
- Full-time
- Administrative experience
- Organisational skills
- School
- Free parking
- Employee assistance programme
2d
Office Administrator
Freeways —Bristol
- £15,600 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- English
- Free parking
- Health & wellbeing programme
Quick apply
10d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
GP Practice Administrator
Lansdowne Surgery —Cardiff
- £12.71 an hour
- Part-time
- Administrative experience
- Organisational skills
- In-person
- Free parking
Quick apply
3d
Stock Controller/Administrator
The Albex Group —Bristol
- From £27,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
Quick apply
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

I want to receive the latest job alerts for service administrator in sully, 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

service 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
12 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

service administrator jobs in sully, vgl

Financial Planning Administrator / Trainee Paraplanner

Office Administrator (Full Time)

BMW Service Bookings Administrator

IFA Administrator

Client Services Administrator

Customer Service Administrator

Facilities Administrator

Adminstrator

Data & Compliance Administrator

Billing & Cash Administrator

Administrator

Customer Service Administrator

Material Administrator

Business Support Administrator Cardiff

Send Administrator

Office Administrator

Client Services Supervisor

GP Practice Administrator

Stock Controller/Administrator

Customer Care Administrator

I want to receive the latest job alerts for service administrator in sully, vgl

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected