Finance Work, Jobs in Williton, Som (with Salaries)

Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
Junior Data Analyst - Big 4 Consultancy Opportunity
Alexander Mann Solutions (AMS) —Cardiff
- Hybrid work
- Microsoft Excel
- SQL
- C++
Financial Controller
SCM Handling Ltd —Bishops Lydeard
- £20 an hour
- Part-time
- English
- Team management
- In-person
Quick apply
14d
Motor Finance Account Manager (Dealers - Birmingham and South West)
Tandem Bank —Cardiff
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
Finance Analyst
GXO Logistics —Bridgwater
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
Finance Officer
Citizen Voice Body for Health and Social Care Wales (operating name Llais) —Cardiff
- £28,819 - £31,626 a year
- Full-time
- Hybrid work
- Travel
- Annual leave
- Employee assistance programme
4d
Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Finance Officer
Amelia Trust Farm —Barry
- £17,110 a year
- Part-time
- Microsoft Office
- In-person
- Café
- Free parking
- Sick pay
Quick apply
8d
ASC Operations Finance Lead
Somerset Council —Taunton
- £49,282 a year
- Full-time
- Hybrid work
- Driving
- Leadership
- Annual leave
11d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay
Major Capital PMO Support Officer
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
Finance Assistant - Purchase Ledger
Ty Hafan —Sully
- £26,655 - £28,619 a year
- Full-time
- Hybrid work
- Administrative experience
- Accounting
- IT
- Free parking
- Employee assistance programme
9d
Management Information Analyst
Legal & General Investment Management —Cardiff
- Microsoft Excel
- SQL
- Employee discount
10d
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Management Information Analyst
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Employee discount
Quick apply
10d
Credit Controller
BUUK Infrastructure —Cardiff
- £31,519 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
7d
Data Analyst - Power BI Specialist
Assystem —Bridgwater
- Hybrid work
- Microsoft Excel
- DevOps
- Analysis skills
- Annual leave
- Work from home
Financial Crime Operations Officer
V12 Retail Finance —Cardiff
- £27,000 - £30,000 a year
- Weekend availability
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Part-Time Accountant & Account Handler
Express Print Services Ltd —Cardiff
- £13.50 - £15.00 an hour
- Part-time
- QuickBooks
- Organisational skills
- In-person
- Free parking
Quick apply

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Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Report writing
Microsoft Excel
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills
Certificate in Insurance
Office experience

Full job description

Benefits

Fully funded exams appropriate to your role
Time off for exams/revision (subject to prior agreement)
Healthcare Plan (after probationary period)
Discretionary Bonus Scheme
Relaxed Office Environment
Early 1pm finish on a Friday

About Us

We are a small, independent financial planning firm committed to providing high-quality, personalised advice to our clients. Our close-knit team prides itself on building long-term relationships and delivering exceptional client service.

Due to continued growth, we are looking for an experienced Financial Services Administrator who is eager to develop their career and progress into a Paraplanner role.

The Opportunity

This is an excellent opportunity for an individual with previous experience in financial services administration who is looking to take the next step in their career. You will initially support our advisers through a range of administrative and client servicing duties while receiving training, mentoring, and exposure to technical aspects of financial planning with a view to becoming a Paraplanner.

Key ResponsibilitiesAdministration Duties

Provide administrative support to Financial Advisers and the wider team.
Process new business applications and monitor progress through to completion.
Prepare and maintain accurate client records using the firm’s CRM system.
Liaise with product providers, platforms, and clients regarding policy information and servicing requests.
Manage adviser diaries, client meetings, and review schedules.
Prepare client review packs and meeting documentation.
Ensure all client files are maintained in line with regulatory and compliance requirements.

Development Towards Paraplanning

Assist in gathering and analysing client information.
Support the preparation of suitability reports and recommendation documents.
Conduct product and provider research.
Develop technical knowledge across pensions, investments, protection, and retirement planning.
Work closely with advisers and experienced paraplanners to build technical and analytical skills.
Progress towards taking responsibility for report writing and research activities.

Skills and Experience

Essential

Previous experience working within a financial advice, wealth management, or financial planning environment.
Strong administration and organisational skills.
Excellent attention to detail and accuracy.
Good communication and client service skills.
Proficient in Microsoft Office applications.
A genuine interest in financial planning and personal development.

Desirable

Experience using industry platforms and back-office systems.
Progress towards or completion of relevant professional qualifications (e.g. CII Level 4 Diploma or equivalent).
Previous exposure to pensions, investments, or protection products.
Experience assisting with research or suitability report preparation.

Personal Attributes

Ambitious and motivated to develop into a Paraplanner.
Professional and client-focused.
Strong analytical and problem-solving skills.
Positive attitude and willingness to learn.
Able to work independently while contributing to a small team environment.

If you are currently working in financial services administration and are looking for a role that offers genuine career progression into Paraplanning, we would be delighted to hear from you.

Job Type: Full-time

Pay: £24,000.00-£30,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Private medical insurance

Experience:

Financial Advisers Office: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in williton, som

Financial Planning Administrator / Trainee Paraplanner

Junior Data Analyst - Big 4 Consultancy Opportunity

Financial Controller

Motor Finance Account Manager (Dealers - Birmingham and South West)

Finance Analyst

Finance Officer

Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment

Finance Officer

ASC Operations Finance Lead

Bookkeeper (Technician), Outsourced Finance

Account Executive

Major Capital PMO Support Officer

Finance Assistant - Purchase Ledger

Management Information Analyst

Financial Controller

Management Information Analyst

Credit Controller

Data Analyst - Power BI Specialist

Financial Crime Operations Officer

Part-Time Accountant & Account Handler

I want to receive the latest job alerts for finance in williton, som

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