Service administrator Work, Jobs in Burnham On Sea, Som (with Salaries)

Paraplanning administrator
Watermark Wealth Management Limited —Burnham-on-Sea
- £26,102.55 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
13d
Holiday Home Administrator
Haven —Burnham-on-Sea
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Employee discount
Quick apply
4d
Customer Service Administrator
Nonwovenn Limited —Bridgwater
- Up to £30,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
12d
Send Administrator
Cathedral Schools Trust —North Somerset
- £25,009 - £28,037 a year
- Full-time
- Administrative experience
- Organisational skills
- School
- Free parking
- Employee assistance programme
4d
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
14d
Service Administrator
XYZ Machine Tools Ltd —Burlescombe
- £27,000 - £30,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
4d
Document Control Administrator
Bilfinger SE —Bridgwater
Service/Repairs Administrator
Classic Lifts —Clevedon
- £24,420.00 - £35,525.52 a year
- Full-time
- Customer service
- Salesforce
- Administrative experience
Quick apply
14h
Office Administrator
Freeways —Bristol
- £15,600 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- English
- Free parking
- Health & wellbeing programme
Quick apply
12d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
1d
Sales Administrator - Howards Group Weston super Mare
Howards Motor Group —Weston-super-Mare
- £26,605 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Sick pay
3h
Receptionist/Administrator
Cathedral Dental Clinic —Cardiff
- From £25,800 a year
- Full-time
- Customer service
- Administrative experience
- Front desk
- Free parking
- Employee discount
Quick apply
12h
Data Administrator - Severe Asthma Service
Somerset NHS Foundation Trust —Taunton
- £25,760 - £27,476 a year
- Part-time
- English
- Administrative experience
- Analysis skills
- Annual leave
- Employee discount
1d
Service & Repair Administrator
Andwis Lifts —Clevedon
- Full-time
- Microsoft Office
- Administrative experience
- Accounting
- Free parking
Quick apply
12h
Business Administrator
Mitie —Bridgwater
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Customer Service Administrator
Thatchers Cider Company —Winscombe
- Weekend availability
- IT
- Employee discount
14d
Customer Care Administrator
Vertu Motors —Newport
- £25,539.00 - £27,539.06 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Stock Controller/Administrator
The Albex Group —Bristol
- From £27,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
Quick apply
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Property Administrator
The Cornish Bakery —Paulton
- £15,333 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
11h

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service administrator jobs near burnham on sea, som

Paraplanning administrator

Watermark Wealth Management Limited
Burnham-on-Sea

Quick apply

Job details

Full-time
£26,102.55 a year
13 days ago

Benefits

Free parking
Company pension

Qualifications

Microsoft Word
Financial planning
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Overview

At Watermark Wealth Management, we help our clients make confident financial decisions through personalised advice and long-term planning. Our reputation has been built on delivering exceptional client outcomes, maintaining the highest professional standards, and creating lasting relationships based on trust.

As our business continues to grow, we are looking for an organised, proactive and detail-focused Paraplanning Administrator to join our team.

This is an excellent opportunity for someone looking to begin or develop a career within financial planning. Whether you already have experience in financial services administration or are looking to take your first step into the profession, we would love to hear from you.

The Role

Working closely with our advisers and paraplanning team, you will play a key role in supporting the delivery of high-quality financial advice to our clients.

You will be responsible for ensuring client information is accurate and up to date, supporting the preparation of recommendations and reports, and helping maintain the high standards of service our clients expect.

Duties

Client Administration

Maintain accurate and up-to-date client records.
Process new business applications and provider correspondence.
Upload, organise and manage client documentation.
Prepare client files for adviser and paraplanner meetings.

Paraplanning Support

Gather information from providers and third parties.
Assist with financial research and information gathering.
Support the preparation of suitability reports and recommendation documents.
Produce illustrations, valuations and supporting documentation as required.

Compliance and Quality

Ensure all client files and documentation meet regulatory and internal compliance standards.
Support file checking and quality assurance processes.
Maintain accurate records of client interactions and documentation.

Team Support

Manage incoming and outgoing correspondence.
Liaise with clients, providers and professional connections in a professional manner.
Support the wider team with administrative tasks as required.

About You

We are looking for someone who is:

Highly organised and able to manage multiple tasks effectively.
Detail-oriented with a strong commitment to accuracy.
Professional, reliable and able to handle confidential information appropriately.
A confident communicator, both written and verbal.
Comfortable working independently and as part of a team.
Eager to learn and develop within the financial planning profession.

Essential Requirements

GCSE Maths and English at Grade 5/C or above.
Strong Microsoft Office skills, particularly Word and Outlook.
Excellent organisational and administrative abilities.
Strong attention to detail and accuracy.

What We Offer

The opportunity to build a long-term career within a growing and successful financial planning firm.
Company pension scheme.
A supportive and collaborative working environment.
23 days holiday + bank holidays (increasing to 25 days with 2 years service)
Death in Service scheme with additional benefits

Application process

Applications will be accepted until Friday 10 July.

Following the closing date, shortlisted candidates will be invited to interview with a provisional date of Wednesday 15 July.

Pay: £26,102.55 per year

Benefits:

Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

service administrator jobs in burnham on sea, som

Paraplanning administrator

Holiday Home Administrator

Customer Service Administrator

Send Administrator

Financial Planning Administrator / Trainee Paraplanner