Finance administrator Work, Jobs in Burnham On Sea, 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
13d
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Finance Administrator
Eposbuddy —Bristol
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
4d
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £7,521.46 - £8,016.85 a year
- Part-time
- IT
- School
- Employee discount
3d
Finance Administrator
Bevan Brittan —Bristol
- Hybrid work
- Microsoft Excel
- Organisational skills
- IT
- Employee assistance programme
Finance Administrator
Unite Students —Bristol
- Continuous improvement
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
Accounts Receivable Administrator
Ayvens —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Finance Administration Assistant
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
12d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
6d
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
13d

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Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
Experience processing sales orders, sales invoices, purchase invoices, and credit control activities. Generate and forward sales invoices to customers in a…
£28,000 a year
Quick apply
Finance Administrator
Eposbuddy —Bristol
Monitor outstanding payments and follow up with customers where necessary. Liaise with suppliers, customers, and external accountants when required.
Up to £30,000 a year
Quick apply
4d

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finance administrator jobs near burnham on sea, som

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
13 days ago

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

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finance administrator jobs in burnham on sea, som

Financial Planning Administrator / Trainee Paraplanner

Finance and Operations Administrator