Financial planning Work, Jobs in Ashdon, Ess (with Salaries)

Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
Part Time Charity Finance Officer
Haverhill Community Sports Association —Haverhill
- £28,000 - £31,000 a year
- Full-time
- Budgeting
- In-person
- Communication skills
- Free parking
- Employee discount
Quick apply
Financial Controller
Marshall Land Systems Ltd —Cambridge
- Full-time
- Hybrid work
- ERP systems
- Data analysis skills
- Analysis skills
IFA Administrator
Melius —Chelmsford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Internal Auditor
BeiGene —Cambridge
- £87,200 - £117,200 a year
- Full-time
- Microsoft Powerpoint
- Engineering
- Data analysis skills
- Employee stock purchase plan
- Annual leave
Doggy Daycare Supervisor
Waggy's —Cambridge
- £26,000 - £35,000 a year
- Full-time
- Customer service
- Team management
- In-person
- Free parking
- Employee discount
Quick apply
9d
Programmes Manager
St Edmund's College —Cambridge
- £25,759 a year
- Part-time
- Project management
- No degree
- Budgeting
- Free parking
- Employee discount
Quick apply
Director of People and Culture
NHS England —Fulbourn
- £100,000 a year
- Full-time
- Recruiting
- Training & development
- Annual leave
8d
Head of Finance
Calm Futures Limited —Feering
- £75,000 - £85,000 a year
- Full-time
- Accounting
- In-person
- Leadership
Quick apply
Head Of Food Operations
Medirest —Cambridge
- £65,000 a year
- Full-time
- Continuous improvement
- Organisational skills
- Contracts
Works Manager
Acrow Galvanizing Ltd , part of Wedge Group —Haverhill
- £40,000 - £45,000 a year
- 8 hour shift
- Continuous improvement
- Team management
- In-person
- Free parking
- Employee assistance programme
Quick apply
6d
Business Systems, Delivery & Change Manager
Solus Accident Repair Centres —Stansted
- £55,000 - £75,000 a year
- Full-time
- Remote
- PMP
- Team management
- Agile
Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Operations Administrator
ELMS Health Solutions Ltd —Cambridge
- £25,500 - £28,400 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Human resources
- Free parking
- Annual leave
Quick apply
14d
Finance Manager - Fixed Term Contract
Greene King Corporate - BRA_001 —Bury St. Edmunds
- Full-time
- Communication skills
- Time management
- Employee assistance programme
- Employee discount
Quick apply
Senior Director, Global Project Controls
Tait —Haverhill
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
7d
Lab Operations Manager
Avantor —Cambridge
- Full-time
- Continuous improvement
- AI
- Leadership
Youth Skills and Families Advisor
Haverhill Town Council —Haverhill
- £13.69 an hour
- Part-time
- Writing skills
- Experience working with children
- Computer skills
Quick apply
7d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Cambridge
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
Financial Planning & Analysis Manager
Altro/Autoglym —Letchworth
- Full-time
- Hybrid work
- Free parking
- Sick pay
Quick apply

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Trainee Financial Planning Administrator

Churchgate Accountants
Bury St. Edmunds

Apply Now

Job details

Full-time

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Financial planning
Meeting coordination
Administrative support experience
Filing
Microsoft Office Suite
Computer skills
Communication skills
A Level

Full job description

Bury St Edmunds
Full Time
Date posted: 2026-08-0303rd August 2026
Churchgate Accountants Limited

Churchgates brings together a unique and powerful combination of Accountants, Tax Advisers, Solicitors, Financial Planners, Investment Managers, and a dedicated team of operational support staff all under one roof. We believe in treating everyone with respect, and our culture reflects this through a friendly yet professional environment where traditional values still matter.

This position is based in the busy financial planning department of our office at Langton Place in Bury St Edmunds. Reporting to the Operations Manager, this support role involves working closely with the Financial Planners, Mortgage Adviser and Paraplanners in our team. It combines on the job training with a professional exam qualification, the CII (Chartered Insurance Institute) Certificate in Financial Services. All your exam costs and study support will be covered by us in addition to your salary. Once you have completed the certificate, you can continue with further studies if appropriate.

We are looking for someone who enjoys working as part of a team and is a good fit for our friendly yet professional work culture. Previous experience in financial planning is not essential, but a willingness to take initiative is important for success in the role. You may be a school leaver or someone with previous administrative experience. Full training and support will be provided.

The Role

The responsibilities of this role include:
Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents.
Maintaining accurate client information on the firm’s software systems.
Assisting with the onboarding of new clients and supporting the servicing of existing clients.
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings.
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees.
Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner.
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems.
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations.
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary.
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes.
Developing technical knowledge over time to carry out tasks effectively.
Compliance with financial regulations and company policies at all times.
Skills Required

The person appointed to this role will be provided with training and mentoring from senior team members. A good candidate should:

Have (or be predicted) good exam results at A level or equivalent.
Excellent organisational ability and a good eye for detail.
Be interested in pursuing a career in the financial services industry.
Strong interpersonal skills, be able to build good working relationships and an excellent team player.
The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential.
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused.
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving.
Excellent computer skills, particularly using Microsoft Office.
What you will receive
A competitive salary
A minimum of 22 days holiday (excluding bank holidays).
Birthday Leave
Holiday purchase/sale scheme.
Matching employer pension contributions up to 6% of salary.
Salary sacrifice available for pension contributions.
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age.
Death in service benefit (4 x basic salary).
Private health insurance – individual cover paid for.
Churchgates will offer study support for a Financial Planning Administration qualification – all professional exams, study books, revision courses and resources paid for (at the first attempt).
Up to two professional subscriptions paid for.
Encouragement to develop and learn by attending training courses and CPD events.
Employee assistance programme.
Length of service recognition.
Social events paid for or subsidised by the firm.

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Refine Your Search

financial planning jobs in ashdon, ess

Trainee Financial Planning Administrator

Part Time Charity Finance Officer

Financial Controller

IFA Administrator

Internal Auditor

Doggy Daycare Supervisor

Programmes Manager

Director of People and Culture

Head of Finance

Head Of Food Operations

Works Manager

Business Systems, Delivery & Change Manager

Financial Administrator

Operations Administrator

Finance Manager - Fixed Term Contract

Senior Director, Global Project Controls

Lab Operations Manager

Youth Skills and Families Advisor

Will Writing & Estate Planning Advisor - | Full Training |

Financial Planning & Analysis Manager

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