Financial professional Work, Jobs in Wales (with Salaries)

Financial Services Administration Assistant
75point3 Limited —Colwyn Bay
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
- Store discount
- Employee discount
Quick apply
Analyst, Financial Crime Operations, Strategy, Risk, Transactions Advisory 5.5 Month Fixed Term Contract
Deloitte —Cardiff
- Hybrid work
- Microsoft Word
- Presentation skills
PMO Officer (Full-time, fixed-term - 12 months)
iCoTech Services —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- SharePoint
- Annual leave
Quick apply
Television Licence Field Officer
Capita —Cardiff
- £31,650 a year
- Weekend availability
- Computer literacy
- Communication skills
- Flexible schedule
Trainee/Debt Advisor
Debt Movement UK —Bridgend
- £26,000 - £37,500 a year
- Full-time
- Computer literacy
- Maths
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
Business Development Manager - Fixed Term Maternity Cover
Aberystwyth University —Aberystwyth
- £39,905.97 - £46,048.78 a year
- Full-time
- Hybrid work
- Management
- Doctoral degree
- English
- Annual leave
- Employee discount
Trainee Accountant
Williams Denton —Bangor
- Full-time
- Customer service
- Computer literacy
- Maths
- Free parking
- Annual leave
Quick apply
Digital Records Officer
Office for National Statistics —Newport
- £34,587 - £39,106 a year
- Full-time
- Hybrid work
- Management
- Presentation skills
- SharePoint
5d
Marketing & Audience Development Officer - Aberystwyth Arts Centre
Aberystwyth University —Aberystwyth
- £33,001.64 - £38,784.49 a year
- Weekend availability
- Hybrid work
- University
- Café
- Annual leave
- Employee discount
7d
Associate, Analyst NAA Operations CoE, Audit and Assurance
Deloitte —Cardiff
- Hybrid work
- Microsoft Word
- AI
- Communication skills
Academic Advice and Welfare Projects Officer
Bangor University —Bangor
- £31,236 a year
- Temporary
- Writing skills
- English
- Microsoft Office
14d
Lead Quality and Performance Co-ordinator
NFU Mutual Agency —Pembrokeshire
- £27,000 - £32,000 a year
- Full-time
- Training & development
- Communication skills
12d
Welsh Development Manager
Nadara —Cardiff
- £70,000 a year
- Full-time
- Continuous improvement
- Travel
- Mentoring
Business Support & Administration Officer
Bay Productions Ltd —Cardiff
- From £25,500 a year
- Full-time
- Microsoft Outlook
- Databases
- Administrative experience
- Free parking
Quick apply
7d
Trainee Specialist Mortgage Adviser (Must be CeMAP Qualified)
OneDome —Cardiff
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- Customer service
- Basic maths
- Financial services
Quick apply
12d
HR & Accounts Administrator
St David's Leisure Ltd —Red Wharf Bay
- £26,500 - £32,000 a year
- Hospitality
- Microsoft Office
- Databases
- Employee discount
Quick apply
Environmental Support Officer
Welsh Assembly Government Communication Centre Home —Wales
- £30,754 - £34,997 a year
- Full-time
- Travel
- In-person
- Leadership
- Annual leave
Programming Officer
Conwy County Borough Council —Llandudno
- £25,185 - £25,583 a year
- Weekend availability
- Travel
- Organisational skills
- IT
Service Manager - Vulnerable People
Conwy County Borough Council —Colwyn Bay
- £57,746 - £60,975 a year
- Full-time
- Hybrid work
- Communication skills
6d
Suicide & Self Harm Prevention Co-ordinator (SWTRA)
Neath Port Talbot County Borough Council —Neath Port Talbot
- £37,280 - £40,777 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
13d

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Financial Services Administration Assistant

75point3 Limited
Colwyn Bay

Quick apply

Job details

Full-time

Benefits

Store discount
Cycle to work scheme
Financial planning services
Company pension
Company events
Private medical insurance
Employee discount
Life insurance

Qualifications

Microsoft Word
Computer literacy
GCSE
Administrative support experience
Microsoft Office Suite
Administrative experience
Copy editing
Analysis skills
Appointment booking and call handling
Organisational skills
Communication skills
Marketing

Full job description

We have a vacancy for a full-time Financial Services Administration Assistant to join our professional team at out offices based on Penrhyn Road, Colwyn Bay. This office also operates a Principality Building Society Agency. This is a great opportunity for someone looking to start their career in financial services, and we will be offering full support to help you develop and gain professional qualifications over time.

Specific Responsibilities:

The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.

Provide administrative support for mortgage advisers, including processing applications, preparing documentation, and liaising with lenders.
Act as a first point of contact for Principality Building Society customers—handling enquiries, processing transactions, and managing appointments.
Maintain accurate client and compliance records in line with regulatory requirements.
Assist in preparing client files and documentation for appointments.
Manage incoming and outgoing correspondence, calls, and emails.
Ensure all agency operations adhere to Principality Building Society standards.
Support branch-based marketing and promotional activities when required.

Experience & Skills:

The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
Previous administration experience would be advantageous.
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
Excellent communication skills including written and telephone.
Analytical and problem solving skills.
Excellent planning and organisational skills.
Confident with IT and office software packages (Word, Excel etc).
A team player with a positive attitude.

Benefits:

Potential for career progression and financial support for achievement of relevant qualifications.
A competitive salary based upon experience.
Cycle to work Scheme.
Pension.
Life Insurance.
Private Medical Insurance.
Team events.
Access to financial planning and mortgage advice.

Job Type: Full-time

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Life insurance
Private medical insurance
Store discount

Education:

GCSE or equivalent (required)

Experience:

Administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial professional jobs in wales

Financial Services Administration Assistant

Analyst, Financial Crime Operations, Strategy, Risk, Transactions Advisory 5.5 Month Fixed Term Contract

PMO Officer (Full-time, fixed-term - 12 months)

Television Licence Field Officer

Trainee/Debt Advisor

Business Development Manager - Fixed Term Maternity Cover

Trainee Accountant

Digital Records Officer

Marketing & Audience Development Officer - Aberystwyth Arts Centre

Associate, Analyst NAA Operations CoE, Audit and Assurance

Academic Advice and Welfare Projects Officer

Lead Quality and Performance Co-ordinator

Welsh Development Manager

Business Support & Administration Officer

Trainee Specialist Mortgage Adviser (Must be CeMAP Qualified)

HR & Accounts Administrator

Environmental Support Officer

Programming Officer

Service Manager - Vulnerable People

Suicide & Self Harm Prevention Co-ordinator (SWTRA)

I want to receive the latest job alerts for financial professional in wales

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