Consultant, financial planning Work, Jobs in Bridgwater, Eng (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
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
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
Finance Analyst
GXO Logistics —Bridgwater
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay
Environmental Advisor
EDF Energy —Bridgwater
- From £56,506 a year
- Construction experience
- In-person
9d
Consultant Dermatologist
Somerset NHS Foundation Trust —Taunton
- £109,725 - £145,478 a year
- Full-time
- Master's degree
- Teaching
- Annual leave
- Employee discount
Senior Risk Analyst
Assystem —Bridgwater
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Work from home
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
11d
Business Planning Project Manager (6 Month FTC)
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- IT
- Employee discount
- Flexible schedule
Consultant Liaison Psychiatrist
Somerset NHS Foundation Trust —Yeovil
- £113,565 - £150,569 a year
- Full-time
- Doctoral degree
- Hospital
- Bachelor's degree
- Annual leave
- Employee discount
Travel Consultant - Penarth
Hays Travel —Penarth
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
- Employee discount
Ambulance Operations Manager
St John Ambulance —Street
- Education
- Continuous improvement
- Employee assistance programme
- Employee discount
10d
Customs Compliance Operations Lead
Leonardo UK Ltd —Yeovil
- £53,000 - £70,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Presentation skills
- Flexible schedule
- Referral programme
Head of Human Resources (HR Manager)
Ty Hafan —Sully
- £49,217 - £53,148 a year
- Full-time
- Hybrid work
- Human resources
- Free parking
- Employee assistance programme
7d
Finance Manager
Longpré Ltd —Bruton
- From £50,000 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
10d
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
Customer Advisor
Boots —Bridgwater
- £13.02 - £15.10 an hour
- Part-time
- Customer service
- In-person
- Employee assistance programme
- Employee discount
1d
Consultant Psychiatrist - Rehabilitation Service
Somerset NHS Foundation Trust —Bridgwater
- £109,725 - £145,478 a year
- Full-time
- Hybrid work
- Rehabilitation centre
- Annual leave
- Employee discount

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Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year

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

consultant, financial planning jobs in bridgwater, eng

Financial Planning Administrator / Trainee Paraplanner

Consultant, Financial Planning

Regional Operations Manager Specialist Division

Major Capital PMO Support Officer

Finance Analyst

Account Executive

Environmental Advisor

Consultant Dermatologist

Senior Risk Analyst

Financial Planning Administrator - 12-month FTC

Business Planning Project Manager (6 Month FTC)

Consultant Liaison Psychiatrist

Travel Consultant - Penarth

Ambulance Operations Manager

Customs Compliance Operations Lead

Head of Human Resources (HR Manager)

Finance Manager

Paraplanning administrator

Customer Advisor

Consultant Psychiatrist - Rehabilitation Service

I want to receive the latest job alerts for consultant, financial planning in bridgwater, eng

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