Financial administrator Work, Jobs in Tonypandy, 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
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
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
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
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
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Accounts & Finance Administrator
SWBM Ltd —Tredegar
- £15 - £19 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Project management
- Free parking
- Flexible schedule
Quick apply
6d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
13d
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
10d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Vehicle Sales Administrator
Sinclair Group —Swansea
- £24,960 - £25,700 a year
- Monday to Friday
- Sales
- Administrative experience
- Free parking
- Annual leave
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Sales Administrator
Family Vision —Tredegar
- £23,250 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Bereavement leave
Quick apply
4d
Administrator at The Grove
Shaw Healthcare —Swansea
- £13.65 an hour
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
2d
Centre Administrator
The Bridge to Cross Charitable Trust - 7 Corners Centre —Abergavenny
- £13.50 an hour
- Part-time
- Microsoft Office
- SharePoint
- IT
Quick apply
13d
Fleet Sales Administrator
Lookers —Cardiff
- £27,750 a year
- Full-time
- Customer service
- Administrative experience
- IT
- Annual leave
Quick apply
Head of Venue Operations
ATG Entertainment Limited —Swansea
- Weekend availability
- Hospitality
- Microsoft Excel
- Microsoft Outlook
2d
Livestock Administrator - Maternity Cover
Kepak Group —Merthyr Tydfil
- Full-time
- IT
- Time management
- Free parking
- Annual leave
Quick apply
3d

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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

financial administrator jobs in tonypandy, rct

Financial Planning Administrator / Trainee Paraplanner

Client Services Administrator

Financial Services Administrator

IFA Financial Services Administrator (with Training & Career Development)

Learning & Development Administrator

Administrator

Financial Services (IFA) Administrator

Accounts & Finance Administrator

Financial Planning Administrator - 12-month FTC

HR and Office Administrator

Customer Care Administrator

Vehicle Sales Administrator

Standby Operations Administrator

Private Markets Investment Administrator

Sales Administrator

Administrator at The Grove

Centre Administrator

Fleet Sales Administrator

Head of Venue Operations

Livestock Administrator - Maternity Cover

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