Financial planning Work, Jobs in Wls (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
Commercial Finance Analyst - Remote
Morgan Advanced Materials —Swansea
- Full-time
- Remote
- Management
Financial Planner
Magenta Financial Planning —Bridgend
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Work from home
- Sick pay
Quick apply
11d
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Financial Business Partner - Technology
International Baccalaureate —Cardiff
- £49,815 - £114,049 a year
- Full-time
- Hybrid work
- Analysis skills
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Assistant Team Manager - Assessment & Intervention Team
Wrexham County Borough Council —Wrexham
- £46,142 - £49,282 a year
- Bilingual
- English
- IT
- Annual leave
- Employee assistance programme
7d
Financial Services Administrator / Client Manager
Beardmore and Company Ltd —Llandudno
- £30,000 - £36,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
Quick apply
10d
Financial Controller
Palé Hall —Llandderfel
- Full-time
- Hospitality
- Hotel
- Analysis skills
Quick apply
Financial Controller
Clayton Engineering Limited —Knighton
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
11d
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
Compliance and Continuous Improvement Coordinator
Eco2 Management Services Limited —Cardiff
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
15h
Stakeholder Engagement Officer
Project Seagrass —Bridgend
- From £31,050 an hour
- Full-time
- Data analysis skills
- In-person
- Python
- Free parking
- Health & wellbeing programme
Quick apply
17h
Programme Manager
Scrumconnect Consulting —Swansea
- £70,000 a year
- PMP
- Agile
- Leadership
Admissions and Compliance Manager
Ideal Study Abroad Ltd —Aberdare
- £3,700 - £4,500 a month
- Full-time
- Bachelor's degree
- Communication skills
- Teaching
- Free parking
Quick apply
2d
Integrated Planning and Analytics Lead
Convatec —Deeside
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Senior Member Support Manager
Yonder —Cardiff
- £64,210 - £78,055 a year
- Hybrid work
- IT
- Annual leave
4d
Corporate Services Manager (SWTRA)
Neath Port Talbot County Borough Council —Neath Port Talbot
- £55,560 - £58,107 a year
- Full-time
- Employee assistance programme
9d

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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 planning jobs in wls

Financial Planning Administrator / Trainee Paraplanner

Commercial Finance Analyst - Remote

Financial Planner

Business Analyst

Financial Business Partner - Technology

Financial Services (IFA) Administrator

Assistant Team Manager - Assessment & Intervention Team

Financial Services Administrator / Client Manager

Financial Controller

Financial Controller

Financial Planning Administrator - 12-month FTC

Financial Services Administrator

IFA Financial Services Administrator (with Training & Career Development)

Compliance and Continuous Improvement Coordinator

Stakeholder Engagement Officer

Programme Manager

Admissions and Compliance Manager

Integrated Planning and Analytics Lead

Senior Member Support Manager

Corporate Services Manager (SWTRA)

I want to receive the latest job alerts for financial planning in wls

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