Financial adviser Work, Jobs in Castle Cary, 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
9d
Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
8d
Group Financial Accountant
Knovia —Bristol
- £50,000 - £55,000 a year
- Full-time
- Microsoft Excel
- Continuous improvement
- Accounting
- Annual leave
- Employee discount
Quick apply
Business Development Manager
Old Mill —Yeovil
- Full-time
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
10d
VodafoneThree - Senior Legal Counsel
Vodafone —Bristol
- Full-time
- Hybrid work
- Negotiation
- Employee discount
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
14d
Financial Planner
Partnership Recruitment —Shipham
Associate - Professional & Financial Risks (Brokers)
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
.Net Engineer
CLFIS Limited —Bristol
- Azure
- SQL
- APIs
1d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Business Change Manager
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Presentation skills
- Agile
- IT
1d
Accounts Senior Associate
Saffery —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- QuickBooks
- Profit sharing
- Annual leave
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
10d
Additional Benefits:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home
Skills and Qualifications:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home

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Paraplanning administrator

Watermark Wealth Management Limited
Burnham-on-Sea

Quick apply

Job details

Full-time
£26,102.55 a year
9 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

financial adviser jobs in castle cary, som

Paraplanning administrator

Junior Investment Analyst

Group Financial Accountant

Business Development Manager

VodafoneThree - Senior Legal Counsel

Associate - Professional & Financial Risks

People Business Partner

Financial Planner

Paraplanner

Financial Planner

Associate - Professional & Financial Risks (Brokers)

Proposition Manager

Reward & People MI Specialist

.Net Engineer

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Business Change Manager

Accounts Senior Associate

Associate Director Financial Planning

Additional Benefits:

Skills and Qualifications:

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