Financial Planning Administrator

7 months ago


Pontypool, United Kingdom The Oakfield Group Full time

Job Summary:
RESPONSIBILITIES

Research a broad range of financial products across all financial sectors

Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process

Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly

Collate and evaluate client policy/investment/pension

Create and maintain client files and enter details onto back office database

Utilise Excel for data analysis and reporting purposes

Use Outlook for communication and scheduling purposes

Demonstrate proficiency in IT systems relevant to financial services

Uphold excellent time management skills to meet deadlines effectively

Provide exceptional customer service to internal and external stakeholders

Display strong organisational skills to streamline processes efficiently

Perform administrative duties to support the finance department

Engage in report writing for financial documentation

**Experience**:

- Proven experience in an office environment, preferably within financial services
- Proficiency in Microsoft Excel for data analysis and reporting purposes
- Familiarity with Outlook for communication and scheduling tasks
- Strong IT skills to navigate relevant systems effectively
- Excellent time management abilities to prioritise tasks efficiently
- Demonstrated customer service skills for effective stakeholder interaction
- Exceptional organisational skills to manage multiple responsibilities concurrently
- Administrative experience supporting financial planners

This position offers an exciting opportunity for a detail-oriented individual with a passion for finance and administration. If you meet the requirements and are looking to contribute to a dynamic team, we encourage you to apply.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- Financial planning Administration: 1 year (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Pontypool



  • Pontypool, United Kingdom Ty Ceirios Nursing Home Full time

    **About Us**: We are a well-established nursing home in Pontypool, committed to providing the highest standard of care for our residents. We are currently seeking a highly organised and detail-oriented Bookkeeper & Administrator to join our team and support our financial and administrative operations. **Position: Bookkeeper & Administrator** **Key...

  • Finance Administrator

    7 months ago


    Pontypool, United Kingdom Midway Transitional Solutions LTD Full time

    **Finance Administrator Job Spec** The Finance Administrator will play an essential role in providing support to the Senior Finance Manager. Through maintaining financial systems, recording and processing financial information, data entry and general financial administration, the Finance Administrator will ensure effective financial management across the...

  • Finance Administrator

    6 months ago


    Pontypool, United Kingdom Midway Transitional Solutions LTD Full time

    **Finance Administrator Job Spec** The Finance Administrator will play an essential role in providing support to the Senior Finance Manager. Through maintaining financial systems, recording and processing financial information, data entry and general financial administration, the Finance Administrator will ensure effective financial management across the...


  • Pontypool, Torfaen County Borough, United Kingdom Citadel Source Full time

    About Frostkrone UKFrostkrone UK is a leading company in the retail sector, with a strong presence in the UK market. They are looking for a highly skilled and experienced Chief Financial Officer to join their UK Leadership Team.The ideal candidate will have a deep understanding of the UK retail market, with experience in leading financial functions and...

  • Administrator

    7 months ago


    Pontypool, United Kingdom Care & Repair Monmouthshire and Torfaen Full time

    **Job Title**: Administrator **Responsible to**:Care & Repair Senior Office Co-ordinator / Care & Repair Chief Officer. **Purpose**:To assist the Care & Repair Chief Officer to provide a cost effective, responsive client focussed and quality Agency service to older and disabled people. (Agency means the team providing Care and Repair advisory and...

  • Accounts Administrator

    21 hours ago


    Pontypool, United Kingdom Acorn Recruitment And Training Full time

    This is an opportunity for an Accounts Administrator to start with an established Company in Pontypool. Key responsibilities and duties: - Processing purchase invoices - Solving supplier queries - Maintaining the archiving system - Processing sales invoices on the manufacturing and financial systems. - Maintaining Excel reports (expenses etc.) Person...

  • Finance Administrator

    7 months ago


    Pontypool, United Kingdom Yolk Recruitment Full time

    Are you super organised? Do you have excellent attention to detail? Do you have the natural ability to communicate effectively? I am looking for a Finance/ HR Administrator to join a very friendly organisation, within a close knit team. I am looking for an individual who has a dynamic approach, and is keen to progress within this field. Do not worry, you do...

  • Financial Analyst

    20 hours ago


    Pontypool, United Kingdom Accountancy Recruitment Wales Limited Full time

    **Purpose**: Our client is looking to recruit a Finance Analyst to assist the Director of Finance using BRIXX modelling scenarios and carrying out stress testing for long term financial planning. Cost effective, responsive, customer focused, timely and quality financialservice throughout the Company. The organisation offers fantastic benefits and encourage a...


  • Pontypool, United Kingdom Showlite Full time

    Showlite has earned a reputation for being one of the most trustworthy and professional contractors in the Event industry, delivering hundreds of shows year on year. We are now looking for a operations administrator to join our expanding production/sales team. **Overall Objective**: The responsibility of the administrator is to support the Floor...

  • Office Administrator

    6 months ago


    Pontypool, United Kingdom OTL Group Full time

    Job Overview: **Duties**: - Handle incoming telephone calls professionally, directing inquiries appropriately - Utilize Microsoft Office suite and ICT systems daily, including Outlook, Word, and Excel - Prepare documentation for site meetings and facilitate smooth communication channels - Manage office operations, including scheduling, communication, and...

  • Administrator

    4 days ago


    Pontypool, United Kingdom Forged Solutions Group Ltd Full time

    **Job Purpose** To manage and provide Quality administration support for the Quality department by assisting the Quality team in the daily activities ensuring that products and processes are maintained in line with business and customer requirements. Serve as a team member to provide Quality expertise to continuous improvement teams and manufacturing...


  • Pontypool, Torfaen County Borough, United Kingdom Citadel Source Full time

    Financial Director Position OverviewCitadel Source is looking for a highly skilled and accomplished Financial Director to lead our UK operations. The ideal candidate will be responsible for developing and executing the company's financial strategy, leading the financial team, and working closely with the UK MD.Main Responsibilities:Leads the UK financial...


  • Pontypool, United Kingdom Reed NHS Full time

    **Reed Talent Solutions**are working with a Welsh NHS organisation on the search for an IT Business Support officer to work within the Procurement Team **Role Information** - _Hours - 37.5_ - _Pay Rate - £11.76 - £17.64_ - _Contract - Permanent_ **Key Responsibilities** - The post holder will report to the ICT Senior Procurement Officer and be part of a...


  • Pontypool, United Kingdom Cleartone Telecoms Ltd Full time

    Cleartone Telecoms design and manufacture specialist communication systems for use by the Police and other Agencies. We are looking for an Administrator with sales experience to work as part of a team. You must be able to use Microsoft Word / Excel / PowerPoint / Outlook / Access and be customer focused. Duties include but are not limited to; - Processing...


  • Pontypool, United Kingdom Accountancy Recruitment Wales Limited Full time

    **Accounts Receivable Administrator/Credit Control** The main purpose of the role is to process and manage payments received and to provide related accounting and administrative support. The role is also responsible for managing credit control for the business. **The role**: - Analyse cash and bank receipts and allocate to Sales Ledger - Check and...


  • Pontypool, United Kingdom Cleartone Telecoms Ltd Full time

    Cleartone Telecoms design and manufacture specialist communication systems for use by the Police and other Agencies. We are looking for a service and repair administrator to cover the following activities; - Receiving telephone calls and logging service calls onto the helpdesk - Logging incoming repairs onto the database - Sending, receiving and controlling...


  • Pontypool, Torfaen County Borough, United Kingdom Citadel Source Full time

    Citadel Source is delighted to be working with Frostkrone UK to appoint their new UK CFO. This role will drive the commercial performance of the business, working alongside the UK MD.About the RoleThis is an exciting opportunity for a finance leader to join Frostkrone UK as they continue their growth and development in the UK marketplace. The successful...


  • Pontypool, Torfaen County Borough, United Kingdom Citadel Source Full time

    Frostkrone UK, a rapidly expanding company in the UK market, is seeking a highly skilled Chief Financial Officer to join their team.The successful candidate will have a proven track record in driving financial growth and will be responsible for leading the finance function, developing financial strategies, and providing financial insights to inform business...

  • Administrator

    7 months ago


    Pontypool, United Kingdom Citizens Advice Torfaen Full time

    You will work within the administration team of Citizens Advice Torfaen. The purpose of the role is to ensure the smooth running of the advice sessions and support the advice team to provide the best possible client journey. The role will involve managing the reception desk, managing correspondence, answering the telephone, managing our diary system,...

  • Project Administrator

    24 hours ago


    Pontypool, United Kingdom Concept Resourcing Full time

    **Project Administrator** **South Wales** **£22,000 + excellent benefits** Concept Resourcing are delighting to be working with an established and growing organisation who provide in-store retail IT systems, working with some of the biggest household brand names on the high street in the fashion and hospitality sectors. They are constantly growing and...