Job Description

We are a small firm based in Newport (but serving customers both local and national) providing financial services, advice and products. We are looking to fill the role of a Financial Services Administrator to join our busy, friendly team at our Newport office.

Job description

As a Financial Services Administrator your responsibilities may include:

Create and maintain filing systems

Update and maintain the firm's records and registers

Assisting advisers in the creation of client financial reports and letters

Maintain a computerised database.

Check files to ensure contents have been scanned and uploaded.

Shred confidential documents.

Answering and screening telephone calls.

Sorting and distributing post and organizing and sending outgoing post

To attend meetings as and when required.

Generate Quotes and Process applications

Source and research relevant products.

Why work for us

20 days annual leave + bank holidays, increasing with longer service.

Quality workplace pension scheme membership

Access to courses for professional development

Key requirements (qualifications and skills)

Experience in an administrative role is essential

Some knowledge of financial products is beneficial

Good standard of both written and verbal communication skills.

Ability to work as part of a team

Industry specific formal qualifications are not essential although the individual will be encouraged to carry out personal development by gaining industry specific qualifications, funded by the firm, including subscription for professional body membership, such as The Chartered Insurance Institute or The London Institute of Banking & Finance.

Please do not apply if you do not have any relevant experience, you will not be considered.

Job Type: Full-time

Pay: 24,000.00 per year

Benefits:

On-site parking
Schedule:

Monday to Friday
Ability to commute/relocate:

Newport, NP20 5NT: reliably commute or plan to relocate before starting work (required)
Work Location: In person

Application deadline: 25/07/2025
Reference ID: ACFC 07/2025