Finance manager 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
Finance Manager
Howell's School —Cardiff
- Part-time
- Accounting
- In-person
- School
Quick apply
Head of Finance - R2R
DS Smith —Caerphilly
- Full-time
- Leadership
- Employee assistance programme
- Employee discount
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Financial Reporting & Technical Accounting Lead - 6 months FTC
Hodge Bank —Cardiff
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Accounting
- Financial services
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
5h
Finance Manager
Control Risks —Cardiff
- Full-time
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Senior Finance Systems Manager
Vantage Data Centers UK Management Company Ltd —Newport
- ERP systems
- Accounting
- AI
- Annual leave
Quick apply
Procurement Manager
Wilson James —Bridgwater
- From £65,500 a year
- Full-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Senior Portfolio Manager
BAE Systems —Glascoed
- £60,000 a year
- Engineering
- Project management
- No degree
4d
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Portfolio Manager
BAE Systems —Glascoed
- £57,824 a year
- Project management
- No degree
- Travel
9d
Procurement Business Manager
NHS Wales Shared Services Partnership —Cardiff
- £40,559 - £48,841 a year
- Full-time
- English
1d
Strategic Procurement Manager
General Dynamics Land Systems UK —Pentrebach
- £55,000 - £65,000 a year
- Full-time
- Engineering
- Analysis skills
- Contracts
Procurement Manager
Brush Group —Blackwood
- Hybrid work
- Employee assistance programme
- Life insurance
Portfolio Manager – Utility Warhead
BAE Systems —Glascoed
- £57,824 a year
- Project management
- Communication skills
4d
Credit Controller
BUUK Infrastructure —Cardiff
- £31,519 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
1d
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
UK Finance Leader
Eaton —Cwmbran
- Analysis skills
- Mentoring
- Leadership
Procurement Manager
Starling —Cardiff
- Hybrid work
- Analysis skills
- Contracts
- Financial services
- Annual leave
- Employee discount
Quick apply

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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

finance manager jobs in wenvoe, vgl

Financial Planning Administrator / Trainee Paraplanner

Finance Manager

Head of Finance - R2R

Finance and Operations Administrator

Financial Reporting & Technical Accounting Lead - 6 months FTC

Finance Manager

Finance Controller

Senior Finance Systems Manager

Procurement Manager

Senior Portfolio Manager

Financial Controller

Portfolio Manager

Procurement Business Manager

Strategic Procurement Manager

Procurement Manager

Portfolio Manager – Utility Warhead

Credit Controller

Financial Services Administrator

UK Finance Leader

Procurement Manager

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