Financial Services Associate

2 months ago


Cardiff, United Kingdom Maskell Moss & Co Ltd Full time

We are looking for a bright, ambitious, enthusiastic individual, with a strong willingness to learn, progress, and forge a career for themselves in Financial Services. This position is very much a career, not _just _a job

The role will entail joining at entry level, but with a clearly defined career path to work towards Senior Administration, Paraplanning, Investment Analysis, and beyond. There is no glass ceiling, and we will facilitate your development by providing:
a) A structured training programme.

b) Funding for examinations, as well as pay incentives.

The entry level salary is £20,000 a year, but incentives are provided for exam passes and structured internal training successes. There is also a non-contributory pension scheme after three months, a group life assurance scheme in the pipeline, and twice-yearly performance-related bonuses.

**Salary**: From £20,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work Location: One location

Reference ID: FEB2023



  • Cardiff, United Kingdom NTM Financial Services Ltd Full time

    **Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...


  • Cardiff, United Kingdom NTM Financial Services Ltd Full time

    **Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...


  • Cardiff, United Kingdom MB Fitzgerald Full time

    One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an Associate Financial Planner to join their growing team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support and...

  • Financial Advisor

    2 months ago


    Cardiff, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

  • Financial Advisor

    2 months ago


    Cardiff, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...


  • Cardiff, United Kingdom ONE PROPERTY RECRUITMENT LTD Full time

    One Property Recruitment have been instructed on the search for a Resident Service Associate based in Cardiff. This position is within the Build to rent sector and you will be at the forefront of a high-end luxury development. The Residents Service Associate is a vital member of the front of house team. This role would be perfect for someone who has at least...


  • Cardiff, United Kingdom Sonex Financial Full time

    **Vulnerable Customer Service Agent** **_Do you want to join a growing, National Award-winning company? _** **_Can you answer yes to the following?_** - I have a can-do attitude - I’m passionate about delivering excellent customer service - I love the idea of being able to help people - I'm full of enthusiasm, drive, and ideas - I can complete a task...


  • Cardiff, United Kingdom Sonex Financial Full time

    **Vulnerable Customer Service Agent** **_Do you want to join a growing, National Award-winning company? _** **_Can you answer yes to the following?_** - I have a can-do attitude - I’m passionate about delivering excellent customer service - I love the idea of being able to help people - I'm full of enthusiasm, drive, and ideas - I can complete a task...


  • Cardiff, Cardiff, United Kingdom Office Angels Full time

    Job Title: Client Services Associate Industry: Financial Investment Contract Type: Maternity Contract 12 months Salary: 35, ,000 per yearWorking Pattern: Full Time/ Hybrid We are seeking a dynamic and motivated individual for the position of Client Services Associate with our client in the finance industry. Our client's organisation is committed to providing...

  • Oversight Associate

    20 hours ago


    Cardiff, United Kingdom CPS Group Full time

    // Compliance Oversight Associate // £23,500 // Cardiff/ Newport // Hybrid // This is a great opportunity to join a well established financial services business in their 3 person Compliance Oversight Team, supporting Oversight Officers who will lead on reviews, with all reporting directly to the Chief Compliance Officer. Key responsibilities: Supporting the...


  • Cardiff, United Kingdom Templegate Full time

    **Templegate Recruitment** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Cardiff **Benefits**: Great Holiday allowance, Progression, Pension, Birthday Off. Office hours are Mon to Friday 9am to 5pm **Salary**: £20,000 - £25,000 Depending on experience **What Your Day to Day Duties Will...


  • Cardiff, United Kingdom Idex Full time

    We are working closely with an independent financial planning business on the outskirts of Cardiff in one of the City's affluent areas! Due to recent expansion they are now looking for a financial services administrator to join the growing team. Duties will include but will not be limited to: - Contact and database management - Task Management Liaising...


  • Cardiff, United Kingdom ONE PROPERTY RECRUITMENT LTD Full time

    We are seeking a Service Associate to join our team. As a Service Associate, you will be responsible for providing excellent customer service and ensuring customer satisfaction.Responsibilities: - Greet customers and assist with their needs - Provide information about products and services - Process transactions accurately and efficiently - Handle customer...


  • Cardiff, Cardiff, United Kingdom The Celtic Collection Full time

    JOB TITLE – Guest Services Associate DEPARTMENT – Front Office – The Parkgate Hotel RATE OF PAY - £11.44 per hour CONTRACT TYPE – CasualOVERVIEW Can you deliver a truly memorable first impression to every guest you meet? WHAT ARE WE LOOKING FOR ... We are looking to recruit a Guest Services Associate to join our exceptional Front Office Team at The...


  • Cardiff, United Kingdom Ortus PSR Full time

    Have you been working in administration in Financial Services and are looking to make your next move? I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team! The role is to provide high quality support to one of the Directors and one of the Advisers,...

  • Associate Underwriter

    1 month ago


    Cardiff, United Kingdom Atradius Full time

    Risk Services, Cardiff 18 month fixed term position (Full training provided. Previous experience not required) Working hours: 36 hours a week (we are willing to consider this role on a flexible/part time basis) **Salary**: £25,000 per annum **Atradius** The Atradius Group provides trade credit insurance, surety and collections services worldwide, and...


  • Cardiff, Cardiff, Cardiff County, United Kingdom The Celtic Collection Full time

    JOB TITLE – Guest Services Associate DEPARTMENT – Front Office – The Parkgate Hotel RATE OF PAY - £11.44 per hour CONTRACT TYPE – CasualOVERVIEW Can you deliver a truly memorable first impression to every guest you meet? WHAT ARE WE LOOKING FOR … We are looking to recruit a Guest Services Associate to join our exceptional Front Office...


  • Cardiff, Cardiff, Cardiff County, United Kingdom The Celtic Collection Full time

    JOB TITLE – Guest Services Associate - Nights - The Parkgate HotelDEPARTMENT – Front Office – The Parkgate Hotel RATE OF PAY - £11.50 per hour plus benefits! CONTRACT TYPE – Full Time – Permanent HOURS OF WORK – 39 hours per week SHIFT DETAILS – 4 nights out of 7 OVERVIEW Can you deliver a truly memorable first impression to every...


  • Cardiff, United Kingdom TSR Legal Full time

    Associate/Senior Associate - Employment - 3+ PQE Legal 100 law firm Top tier employment team Hybrid Working - 2/3 Days in the office Excellent quality work TSR Legal are currently working with a well regarded multi office law firm legal 100 firm based in Cardiff, currently have a brand-new role for either an Associate or Senior Associate Employment...


  • Cardiff, United Kingdom International Baccalaureate Full time

    **Service and Engagement Associate** Permanent, full-time, 37.5 hours per week **Salary**: circa £26,000 per annum, depending on experience IB Global Centre, Cardiff Hybrid working opportunity The International Baccalaureate provides world-class educational services to over 5500 schools across 159 countries. A career at IB is not just a job; it’s an...