Financial Administrator Role
3 days ago
We are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd in Cardiff.
About the RoleThis is an integral role that requires excellent administrative skills, attention to detail, and effective communication. You will be responsible for providing high-quality support to our clients and internal teams.
The successful candidate will have experience working in a financial planning firm and will be able to demonstrate strong IT skills, including proficiency in Microsoft Office software.
The salary for this position is approximately £25,000-£35,000 per annum, depending on experience.
Key Responsibilities- Production of concise business correspondence and proofreading for grammar, spelling, and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
- Client correspondence, written and verbal.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate, and compliant.
- Taking phone calls, enquiries, and requests, and handling them where appropriate.
- Back-office support.
We offer a competitive benefits package, including:
- 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.
- Birthday Day Off Electric Car Scheme.
-
Financial Administrator Position
5 days ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeAre you a motivated and experienced administrative professional looking to develop your skills in a dynamic Wealth Management company? We have an exciting opportunity for a Financial Administrator to join our successful administration team in Cardiff.The ideal candidate will have excellent communication skills, both written and verbal, and be confident in...
-
Wealth Management Administration Role
1 week ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeWe are seeking a skilled and enthusiastic Financial Administrator to join our busy Cardiff office. As a key member of our administration team, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes.About the JobThe successful candidate will have:Strong IT skills, including...
-
Financial Administrator
3 days ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeJob OverviewWe are seeking an experienced Financial Administrator to join our client's finance team. This is a fantastic opportunity for someone to utilize their financial skills and attention to detail in a collaborative and supportive environment.About the RoleThe successful candidate will be responsible for maintaining accurate supplier accounts,...
-
Administrative Support Specialist
5 days ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeAdministrative Support Role: Administrative Support SpecialistWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Perspective (Gould Financial Planning) Ltd in Cardiff.This is an exciting opportunity to develop your skills in financial administration and provide exceptional support to our clients and...
-
Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom Hiring People Full timeAs a detail-oriented Financial Administrator, you will play a vital role in ensuring the accuracy of financial processes for CJCH Legal & Compliance Services. Your expertise in accounting software, such as Xero and Sage, will be essential in managing accounts payable and receivable, bank reconciliations, and financial reporting.The company operates globally,...
-
Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom Hiring People Full timeJob Description\**About the Role:**CJCH Legal & Compliance Services (CJCH Limited) is seeking a skilled Accounts and Payroll Administrator to join their global team. The ideal candidate will have proven experience in payroll administration, strong accounting software skills, and advanced Excel proficiency.\**Key Responsibilities:*** Process accounts payable...
-
Financial Administrator Role
2 weeks ago
Cardiff, Cardiff, United Kingdom Austin Fraser Full timeJob OverviewAustin Fraser is seeking a skilled Finance Officer to join their team within the Business Services directorate. As a key member of the finance team, you will work closely with the Finance Manager to ensure efficient financial processes and provide robust financial information to support decision-making.
-
Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom CV-Library Full timeAbout the RoleMaintaining accurate supplier accounts and ensuring timely payments and records as part of the Purchase Ledger.Processing card payments from clients over the telephone for Card Payments.Ensuring accounts are balanced and discrepancies are resolved during Bank Reconciliations.Managing staff expense claims through Expense Processing.Performing...
-
Financial Administrator and Treasurer
1 week ago
Cardiff, Cardiff, United Kingdom Business & Human Rights Resource Centre Full timeJob Overview:">As a Financial Administrator and Treasurer at SSAFA, you will play a vital role in supporting our local branch's financial operations. Your responsibilities will include maintaining accurate financial records, preparing financial reports, and ensuring compliance with SSAFA's policies and procedures.">Key Responsibilities:">">Manage and...
-
Financial Administrator for Education
4 weeks ago
Cardiff, Cardiff, United Kingdom Educators Wales Full timeThe Finance and Performance Officer role at Educators Wales offers an exciting opportunity for a highly skilled and motivated individual to join our team. As a key member of our Performance & Governance department, you will play a vital role in delivering high-quality financial and administrative services to support the achievement of our organisational...
-
Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom Autograph Recruitment Full timeA highly reputable practice is seeking an experienced Financial Administrator to join their payroll team. As a Payroll Administrator, you will be responsible for processing end-to-end payrolls with accuracy and efficiency, ensuring compliance with company policies and tax legislation impacting payroll.The successful candidate will have a strong understanding...
-
Financial Administrator
4 weeks ago
Cardiff, Cardiff, United Kingdom Xeinadin Group Full timeXeinadin Group is seeking a skilled Financial Administrator to join our team. This role involves managing the entire payroll process from start to finish, ensuring accuracy and efficiency at every step.Key Responsibilities:Collaborate with clients to maintain employee data, fostering strong relationships and delivering exceptional service.Manage RTI filing,...
-
Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeAre you a detail-oriented individual looking to advance your career in finance? We are seeking an experienced Accounts Assistant - Purchase/Sales Ledger Clerk to join our client's collaborative and supportive team.About the RoleThis is a fantastic opportunity to leverage your financial skills and attention to detail to drive business success. As an Accounts...
-
Secondary School Financial Services Role
2 weeks ago
Cardiff, Cardiff, United Kingdom Teaching Personnel Full timeRole Overview:This Secondary School Financial Services Role is based in Penarth and requires a highly organized and experienced finance professional to manage financial and administrative systems. The role starts in January 2025 and is a full-time position.Responsibilities:The successful candidate will be responsible for managing the school's finances,...
-
Academy Financial Administrator
2 weeks ago
Cardiff, Cardiff, United Kingdom Teaching Personnel Full timeJob OverviewWe are seeking a highly organized and experienced Finance Officer to join our team at a Secondary School in Penarth. As a key member of the administration team, you will be responsible for managing financial and administrative computer systems, ordering office equipment, and assisting with school accounts and budgets.About the RoleThe successful...
-
Cardiff Financial Planning Assistant
5 days ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeIn this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you!About the TeamWe are a dynamic and innovative Wealth Management company,...
-
Financial Administrator Position
3 days ago
Cardiff, Cardiff, United Kingdom Accountancy Recruitment Wales Full timeAccountancy Recruitment WalesJob DescriptionThe role of Purchase Ledger Administrator has arisen in our client's finance team based in Cardiff, providing an excellent opportunity to join a dynamic team and develop skills in financial administration.As a key member of the finance team, the successful candidate will be responsible for maintaining the purchase...
-
Financial Services Expert
3 days ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...
-
Advisory Financial Consultant
3 days ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...
-
Financial Planning Expert
1 month ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeWe deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...