Wealth management Work, Jobs in Westbury Sub Mendip, 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
10d
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Outlook
- Administrative experience
Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £45,000 - £65,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
9d
Engagement Officer
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- IT
- Annual leave
14d
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
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
Engineering Administrator
Nationwide Platforms —Bristol
- Full-time
- Microsoft Office
- Communication skills
10d
Works Coordinator/ Administrator
AmcoGiffen —Highbridge
- £27,500 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Life insurance
Quick apply
Tax Audit and Accounting Group, Assistant Manager
BDO —Bristol
- Full-time
- Mentoring
- Leadership
- Tax experience
Senior - Principal Consultant: Project Delivery Management
i3Works Ltd —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Agile
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Senior - Principal Consultant: Project Delivery Management - Intelligence
i3Works —Bristol
- Hybrid work
- Annual leave
- Life insurance
Senior - Principal Consultant - Change Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Life insurance
Senior - Principal Consultant: P3M / Project Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Hybrid work
- Business development
- Agile
- Annual leave
- Life insurance
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £7,521.46 - £8,016.85 a year
- Part-time
- IT
- School
- Employee discount
14h
Transport Co-Ordinator
Nationwide Platforms —Bristol
- Full-time
- Communication skills
10d
Property Management Surveyor - Bristol
Savills —Bristol
- Full-time
- Annual leave
4d
Portfolio Manager
Atomos —Bristol
- Hybrid work

I want to receive the latest job alerts for wealth management in westbury sub mendip, som

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management jobs near westbury sub mendip, som

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
10 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

wealth management jobs in westbury sub mendip, som

Financial Planning Administrator / Trainee Paraplanner

Private Wealth Legal Executive

Senior Consultant: Project Controls / Planning

Engagement Officer

Digital Transformation Consultants

Audit Stream Learning and Development - US Curriculum Lead

Paraplanning administrator

Engineering Administrator

Works Coordinator/ Administrator

Tax Audit and Accounting Group, Assistant Manager

Senior - Principal Consultant: Project Delivery Management

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Senior - Principal Consultant: Project Delivery Management - Intelligence

Senior - Principal Consultant - Change Management

Senior - Principal Consultant: P3M / Project Management

RBC Brewin Dolphin - Wealth Manager - West of England

Finance Administrator

Transport Co-Ordinator

Property Management Surveyor - Bristol

Portfolio Manager

I want to receive the latest job alerts for wealth management in westbury sub mendip, som

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected