Client admin Work, Jobs in Wells, 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
Bookings & Social Media Assistant
The Crafty Hen —Bristol
- £13.45 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Account Administrator (Full-time)
Argent Partnership —Taunton
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Accounting
- Free parking
- Gym membership
Quick apply
Project Team Administrator
Enable Promotional Marketing —Weston-super-Mare
- £21,606 a year
- Part-time
- ERP systems
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
4d
Administration Assistant
Omnia Resourcing —Avonmouth
- Up to £11.02 an hour
- Temporary
- Customer service
- Computer skills
- Communication skills
- Referral programme
Operations Coordinator
Osprey Group —Avonmouth
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
Venue Technician
Bath Forum Ltd —Bath
- £28,000 - £30,000 a year
- Weekend availability
- In-person
Quick apply
Admin Assistant – Logistics
Omnia Resourcing —Avonmouth
- Up to £11.02 an hour
- Temporary
- Customer service
- Computer skills
- Communication skills
- Referral programme
Apprentice Recruitment Operations Assistant
Elementa Support Services —Weston-super-Mare
- £12.24 - £14.25 an hour
- Full-time
- Microsoft Outlook
- Customer service
- No experience needed
- Free parking
Care Navigator/Receptionist
Giffords Surgery —Melksham
- From £12.71 an hour
- Part-time
- Organisational skills
- Front desk
- IT
- Free parking
Quick apply
Customer Experience Host
NAA-Jones Lang LaSalle Resources —Bristol
- Part-time
- Hospitality
- In-person
- Communication skills
Quick apply
Technical Payroll Specialist
Wiltshire Council —Trowbridge
- £39,862 - £41,771 a year
- Full-time
- Hybrid work
- Oracle
- Human resources
Stock Room Assistant
Omnia Resourcing —Avonmouth
- £12 - £15 an hour
- Temporary
- Customer service
- Computer skills
- Communication skills
- Referral programme
Warehouse Stores Person
Omnia Resourcing —Avonmouth
- £11.96 - £15.00 an hour
- Temporary
- Customer service
- Computer skills
- Communication skills
- Referral programme
Healthcare Assistant - Stratton Community Hospital
Cornwall Partnership NHS Foundation Trust —Stratton-on-the-Fosse
- £25,760 - £27,476 a year
- Full-time
- Hospital experience
- Employee discount
9d
Leasing Consultant
Betterhomes —Bath
- Full-time
- Sales
- English
- Communication skills
- Life insurance
Quick apply
HR Systems Data Apprentice - 18 month FTC
adm Indicia —Bristol
- Full-time
- Hybrid work
- Human resources
- Communication skills
Quick apply
Casual Passenger Vehicle Driver
Wiltshire Council —Semington
- £13.05 - £13.47 an hour
- Hybrid work
- School
2d
Public Sector - System Admin/Kubernetes Engineer
Hewlett Packard Enterprise —Bristol
- Full-time
- Computer Science
- DevOps
- English
Fire & Security Installation Manager - Full Time
Imperial Fire & Security Ltd —Bristol
- From £45,000 a year
- Full-time
- Management
- English
- Administrative experience
- Sick pay
Quick apply

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Trainee Paraplanner

Churchill Investments PLC
Winscombe

Quick apply

Job details

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

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

client admin jobs in wells, som

Trainee Paraplanner

Bookings & Social Media Assistant

Account Administrator (Full-time)

Project Team Administrator

Administration Assistant

Operations Coordinator

Venue Technician

Admin Assistant – Logistics

Apprentice Recruitment Operations Assistant

Care Navigator/Receptionist

Customer Experience Host

Technical Payroll Specialist

Stock Room Assistant

Warehouse Stores Person

Healthcare Assistant - Stratton Community Hospital

Leasing Consultant

HR Systems Data Apprentice - 18 month FTC

Casual Passenger Vehicle Driver

Public Sector - System Admin/Kubernetes Engineer

Fire & Security Installation Manager - Full Time

I want to receive the latest job alerts for client admin in wells, som

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