Business support Work, Jobs in Wenvoe, 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 Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Customer Experience Team Leader
Hafod —Cardiff
- £31,271 a year
- Full-time
- Management
- Data analysis skills
- Microsoft Office
3d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
Business Development Executive
Tes Global —Llantrisant
- Up to £35,000 a year
- Full-time
- Sales
- Communication skills
- School
- Annual leave
- Employee assistance programme
Quick apply
12d
Property Inspector
Willow Tree Housing Partnership —Axbridge
- £38,625 a year
- Full-time
- Maintenance
- English
- In-person
- Annual leave
Quick apply
10d
HR Learning and Development Lead
Advanced Secure Technologies —Saint Mellons
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Human resources
- Organisational skills
- Free parking
Quick apply
Sales & Business Development
Shift4 —Cardiff
- £24,719.13 - £30,000.00 a year
- Part-time
- Sales
- Customer service
- Business development
- Health & wellbeing programme
- Flexitime
Quick apply
3d
Client Experience Manager - Delivering accounting & business support
Hughes, Isaac and Co Ltd —Burnham-on-Sea
- £46,000 - £56,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
13d
Corporate Client Services Manager
AFINCO Business Solutions Ltd —Cardiff
- £66,000 a year
- Full-time
- CRM software
- Analysis skills
- Bachelor's degree
- Free parking
- Health & wellbeing programme
Quick apply
5h
Essential Skills Tutor
Itecskills —Cardiff
- £25,704 - £27,316 a year
- Full-time
- IT
- Annual leave
- Employee discount
Quick apply
New Business Manager
Brakes —Cardiff
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
Customer Experience Specialist
Hafod —Cardiff
- £27,191 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
3d
Windows and Doors Order Processor
PPW (Principality Plastics Warehouse Ltd) —Cardiff
- From £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
5d
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
12d
Business Support Co-ordinator
AES Food Equipment —Clevedon
- From £29,000 a year
- Full-time
- Customer service
Quick apply
Business Development Executive
Advanced Secure Technologies —Cardiff
- £24,800 - £28,000 a year
- Full-time
- Business development
- Organisational skills
- Communication skills
Quick apply
8d
Property Management Lead
FlatHomes Property Services —Cardiff
- £28,000 - £35,000 a year
- Full-time
- Maintenance
- In-person
Quick apply
9d
Credit Risk Analyst
DS Smith —Caerphilly
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Bachelor's degree
- Employee assistance programme
- Employee discount

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business support jobs near wenvoe, 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

business support jobs in wenvoe, vgl

Financial Planning Administrator / Trainee Paraplanner

Office Manager

Customer Experience Team Leader

Client Relationship Team

Business Development Executive

Property Inspector

HR Learning and Development Lead

Sales & Business Development

Client Experience Manager - Delivering accounting & business support

Corporate Client Services Manager

Essential Skills Tutor

New Business Manager

Customer Experience Specialist

Windows and Doors Order Processor

Business Analyst

Office Assistant

Business Support Co-ordinator

Business Development Executive

Property Management Lead

Credit Risk Analyst

I want to receive the latest job alerts for business support in wenvoe, vgl

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