Crm Work, Jobs in Brean, 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
12d
Internal Sales Executive – Robotics & Automation
SCM Handling Ltd —Bishops Lydeard
- £32,000 - £38,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
9d
Estate Agent
The Property Experts —Mendip
- £8,400 a month
- Remote
- Sales
- Administrative experience
Quick apply
CRM & Integration Engineer
Synapri —Bristol
- £50,000 a year
- Salesforce
- APIs
- Communication skills
CRM Manager
Vivobarefoot —Bristol
- Hybrid work
- Communication skills
- Employee discount
CRM Strategist
Our Media —Bristol
- £45,000 a year
- Full-time
- Hybrid work
- CRM software
- Management
- Leadership
- Annual leave
Quick apply
9d
Corporate Client Services Manager
AFINCO Business Solutions Ltd —Cardiff
- £66,000 a year
- Full-time
- CRM software
- Analysis skills
- Bachelor's degree
- Free parking
- Health & wellbeing programme
Quick apply
12h
Senior CRM Manager
Admiral —Cardiff
- Hybrid work
- Sales
- Customer service
- SQL
- Annual leave
Customer Success Specialist
Sparkol Ltd —Bristol
- £25,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Work from home
Quick apply
13d
Student Engagement Officer
Learna Ltd —Cardiff
- From £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Bookings & Events Manager
LUV Infinity Group —Bristol
- From £27,000 a year
- Full-time
- Organisational skills
- In-person
- Time management
- Employee discount
Quick apply
Business Development Executive
Tes Global —Llantrisant
- Up to £35,000 a year
- Full-time
- Sales
- Communication skills
- School
- Annual leave
- Employee assistance programme
Quick apply
13d
Demand Generation Marketing Executive
SystemsX —Cardiff
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- AI
- Free parking
- Annual leave
Quick apply
7d
Individual Giving Manager
City Hospice —Cardiff
- £39,000 a year
- Weekend availability
- Microsoft Outlook
- Microsoft Office
- Administrative experience
Quick apply
Marketing & Digital Channel Manager
Ty Hafan —Sully
- £41,340 - £45,474 a year
- Full-time
- Hybrid work
- Project management
- Free parking
- Employee assistance programme
11d
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
12d
Business Development Manager - Tankers
Biffa Waste Services —Weston-super-Mare
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Travel
- Employee discount
Quick apply
3d
Event Sales Executive — B2B Sponsorship & Exhibition Sales
Fortem Expo —Bristol
- £30,000 - £35,000 a year
- Full-time
- Sales
- No degree
- In-person
- Gym membership
Quick apply
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply
4d
Caravan Park Manager
Butlin's —Minehead
- Full-time
- Sales
- Customer service
- Communication skills

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crm jobs near brean, som

Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
12 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

crm jobs in brean, som

Financial Planning Administrator / Trainee Paraplanner

Internal Sales Executive – Robotics & Automation

Estate Agent

CRM & Integration Engineer

CRM Manager

CRM Strategist

Corporate Client Services Manager

Senior CRM Manager

Customer Success Specialist

Student Engagement Officer

Bookings & Events Manager

Business Development Executive

Demand Generation Marketing Executive

Individual Giving Manager

Marketing & Digital Channel Manager

Office Assistant

Business Development Manager - Tankers

Event Sales Executive — B2B Sponsorship & Exhibition Sales

Service Operations Coordinator

Caravan Park Manager

I want to receive the latest job alerts for crm in brean, som

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