Finance Work, Jobs in Cheddar, 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
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Finance Officer
Signscape and Signconex Ltd —Bristol
- £34,000 - £37,000 a year
- Part-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
14d
Junior Data Analyst - Big 4 Consultancy Opportunity
Alexander Mann Solutions (AMS) —Cardiff
- Hybrid work
- Microsoft Excel
- SQL
- C++
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
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
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 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
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
4d
Finance Business Partner
Welsh Water —Newport
- £61,481.20 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Organisational skills
2d
Global Finance Strategy & Insight Analyst
Buro Happold —Bath
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
- Employee assistance programme
- Employee discount
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
Finance Administrator
Andros UK —Frome
- £26,500 - £27,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
Financial Controller
SCM Handling Ltd —Bishops Lydeard
- £20 an hour
- Part-time
- English
- Team management
- In-person
Quick apply
14d
Revenue Growth Manager
YeoValley —Blagdon
- £53,000 - £58,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Communication skills
Quick apply
2d
Finance Manager
Longpré Ltd —Bruton
- From £50,000 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
10d
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
3d
Finance Administrator
Eposbuddy —Bristol
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
8d

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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 cheddar, som

Financial Planning Administrator / Trainee Paraplanner

Finance Controller

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Junior Data Analyst - Big 4 Consultancy Opportunity

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Finance Analyst

Finance Officer

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

Trainee Paraplanner

Finance Business Partner

Global Finance Strategy & Insight Analyst

Procurement Specialist

Finance Administrator

Financial Controller

Revenue Growth Manager

Finance Manager

Revenue Manager ( Yield)

Finance Administrator

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

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