Financial planning Work, Jobs in Watchet, 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
Financial Planner
Magenta Financial Planning —Bridgend
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Work from home
- Sick pay
Quick apply
7d
Financial Data Analyst
Admiral —Cardiff
- Hybrid work
- Microsoft Excel
- Analysis skills
- IT
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
11h
Practice Manager
The Milton Surgery —Weston-super-Mare
- Management
- Supervising experience
- Human resources
- Annual leave
Quick apply
12d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
Planning Technician
Somerset Council —Taunton
- £17,158 - £19,236 a year
- Hybrid work
- Customer service
- Organisational skills
- IT
- Annual leave
- Work from home
4d
Kitchen Manager | Restaurants
Butlin's —Minehead
- Full-time
- Leadership
- Restaurant experience
- Resort
Chief Operating Officer (Hospitality)
Catal Kaya Hospitality Group —Cardiff
- £6,200 - £14,300 a month
- Full-time
- Hospitality
- Management
- Supervising experience
- Health & wellbeing programme
Quick apply
14d
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Package Manager - Coatings
KAEFER Limited —Bridgwater
- Full-time
- Project management
- Continuous improvement
- Organisational skills
- Annual leave
- Employee discount
Quick apply
Financial Business Partner - Technology
International Baccalaureate —Cardiff
- £49,815 - £114,049 a year
- Full-time
- Hybrid work
- Analysis skills
Major Capital PMO Support Officer
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
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
12d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
7d
CAD Technician
Buko Traffic & Safety —Weare
- £27,000 - £31,000 a year
- Full-time
- CAD
- Customer service
- Microsoft Office
- Employee discount
Quick apply
Director of Corporate Services
Corporativo BL Business Services Ltd —Cardiff
- £120,000 a year
- Full-time
- Management
- Supervising experience
- In-person
- Flexitime
Quick apply
15h
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Forest Craftsperson
Forestry England —Taunton
- £26,959 a year
- Part-time
- English
- Free parking
- Employee discount
21h
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay

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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

Refine Your Search

financial planning jobs in watchet, som

Financial Planning Administrator / Trainee Paraplanner

Financial Planner

Financial Data Analyst

Trainee Paraplanner

Practice Manager

Adminstrator

Planning Technician

Kitchen Manager | Restaurants

Chief Operating Officer (Hospitality)

Regional Operations Manager Specialist Division

Package Manager - Coatings

Financial Business Partner - Technology

Major Capital PMO Support Officer

Paraplanning administrator

Financial Planning Administrator - 12-month FTC

CAD Technician

Director of Corporate Services

Consultant, Financial Planning

Forest Craftsperson

Account Executive

I want to receive the latest job alerts for financial planning in watchet, som

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