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

Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
12d
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
11d
Finance Assistant
Taunton School —Taunton
- £25,000 - £26,000 a year
- Full-time
- Accounting
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
10d
SAP S/4HANA Finance Accountant
Welsh Water —Newport
- £41,300 - £45,000 a year
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Accounting
- Free parking
- Annual leave
Finance Business Partner
Welsh Water —Newport
- £61,481.20 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Organisational skills
9d
Business Analyst
Advanced Secure Technologies —Saint Mellons
- £40,000 - £45,000 a year
- Full-time
- Azure
- Data analysis skills
- Project management
- Free parking
Quick apply
Finance Assistant
Contracts Advance —Bath
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Annual leave
Quick apply
8d
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Data Controller
Trizo Ltd —Bridgwater
- Up to £34,000 a year
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Free parking
Quick apply
7d
Accounts Payable Assistant
Buro Happold —Bath
- £28,500 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
- Employee discount
Part time Experienced Finance and office Administrator
K & J Hodge Contractors Ltd —Taunton
- £15 - £20 an hour
- Part-time
- Administrative experience
- Supervising experience
- QuickBooks
Quick apply
1d
Revenue Manager ( Yield)
Bristol Airport —Bristol
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Hospitality
- Analysis skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
11d
Finance and Administration Officer
ARM Enterprises Ltd T/a Alan Manchip Electrical —Bridgwater
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Free parking
Quick apply
3d
Finance Assistant
Bridgwater & Taunton College Trust —Bridgwater
- From £20,633.02 a year
- Part-time
- Accounting
- Communication skills
- School
- Free parking
- Annual leave
7d
Graduate Finance Officer
ITeach, GroupEd and Sweet Education (the group) —Cardiff
- £25,000 - £30,000 a year
- Full-time
- In-person
- AI
- Business
- Free parking
Quick apply
2d
Revenue Growth Manager
YeoValley —Blagdon
- £53,000 - £58,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Communication skills
Quick apply
9d
Accounts Receivable Assistant
Vivobarefoot —Bristol
- Hybrid work
- Microsoft Excel
- ERP systems
- Time management
14d
Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Crime Operations Officer
V12 Retail Finance —Cardiff
- £27,000 - £30,000 a year
- Weekend availability
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Finance Analyst
GXO Logistics —Bridgwater
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave

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Trainee Paraplanner

Churchill Investments PLC
Winscombe

Quick apply

Job details

Permanent | Graduate | Full-time
£28,000 - £32,000 a year
12 days ago

Benefits

Free parking
Financial planning services
Company pension
Company events

Qualifications

Financial planning
English
Analysis skills
Mentoring
Financial services
Communication skills
Certificate in Insurance
A Level

Full job description

About Us

Churchill Investments is a family-run financial planning business based in Winscombe, North Somerset. We currently look after more than 500 client relationships, providing advice across retirement planning, investment management, protection and tax-efficient planning.

We are proud of our track record of developing talent from within the business. Several members of our team have progressed through administration, paraplanning and adviser pathways, supported by professional qualifications, mentoring and practical experience.

The Opportunity

We are seeking a motivated and career-focused individual to join our financial planning team in a technical support role.

This is not a career administrator position. The role is designed as an entry point into the financial planning profession for an individual with the ambition and aptitude to progress through professional qualifications and into more technical roles over time.

Whilst the successful candidate will initially undertake a variety of technical administration and implementation responsibilities, these activities form the foundation of a structured development pathway into paraplanning, technical report writing and broader financial planning responsibilities. We are looking for someone who wants to learn the profession from the ground up rather than simply process paperwork.

This opportunity is likely to appeal to someone at the beginning of their professional career who is looking for a structured development pathway within financial planning. Whether you are a recent graduate, have recently completed further education, or are looking to establish yourself in a professional services environment, we are looking for an individual with strong academic ability, excellent attention to detail and a genuine desire to build a long-term career in the profession.

Location & Working Arrangements

This is a full-time office-based role working from our Winscombe office.

Because this position is focused on training, mentoring and professional development, the successful candidate will be expected to work from the office on a daily basis alongside our advisers, paraplanners and administration team. We believe this provides the best environment for learning, collaboration and long-term career progression.

Key Responsibilities

Initial responsibilities are likely to include:

· Preparing client review packs and meeting documentation.

· Implementing recommendations across new and existing client accounts.

· Placing and managing investment transactions on client accounts.

· Supporting the completion and submission of protection and insurance applications.

· Liaising with clients and providers to progress cases.

· Assisting with technical queries and more complex client cases.

· Maintaining accurate client records and back-office systems.

· Supporting our admin, paraplanning and adviser teams in delivering quality client outcomes.

As technical knowledge and qualifications develop, the successful candidate will gradually take on more paraplanning responsibilities, including research, recommendation preparation and report writing.

Professional Development

This role forms part of our long-term development programme and is intended for candidates who are committed to building a career within financial planning.

The successful candidate will be expected to progress through the CII Diploma in Regulated Financial Planning (R01–R06) as part of their development within the business.

Candidates who demonstrate the aptitude and ambition to move into advisory roles may subsequently be supported through the Advanced Diploma in Financial Planning and our internal adviser development programme.

We provide support through:

· Internal technical training.

· Mentoring from experienced advisers and paraplanners.

· Payment of examination fees upon successful completion.

· Structured development plans and regular progression reviews.

· Access to technical resources and industry publications.

In addition, Churchill Investments runs dedicated quarterly Development Days. On these days the office closes to normal client activity, allowing the team to focus exclusively on professional development for our trainees. Sessions typically combine technical presentations from external industry specialists with practical case-study workshops.

Trainees are given the opportunity to work through realistic client scenarios, develop recommendations and present their findings to experienced members of the advice team acting as clients in a supportive and collaborative environment. We believe that combining professional qualifications with practical application is the most effective way to develop exceptional financial planners.

About You

The ideal candidate will:

· Be ambitious and motivated to build a long-term career in financial planning.

· Demonstrate strong analytical and problem-solving skills.

· Have excellent attention to detail and a high standard of written communication.

· Be comfortable managing multiple tasks and deadlines.

· Have an interest in investments, financial planning and personal finance.

· Be willing to commit to professional qualifications and ongoing learning.

· Take ownership of responsibilities and show initiative when solving problems.

· Be comfortable working with technical information and financial concepts.

Previous experience within financial services would be beneficial but is not essential for the right candidate.

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Free parking

Ability to commute/relocate:

Winscombe BS25: reliably commute or plan to relocate before starting work (required)

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 2 years (preferred)

Language:

English (required)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in axbridge, som

Trainee Paraplanner

Finance Officer

Finance Assistant

SAP S/4HANA Finance Accountant

Finance Business Partner

Business Analyst

Finance Assistant

Finance Controller

Data Controller

Accounts Payable Assistant

Part time Experienced Finance and office Administrator

Revenue Manager ( Yield)

Finance and Administration Officer

Finance Assistant

Graduate Finance Officer

Revenue Growth Manager

Accounts Receivable Assistant

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

Financial Crime Operations Officer

Finance Analyst

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

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