Financial adviser Work, Jobs in Cannington, 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
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
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
High Net Worth Insurance Adviser
Benefact Group —Taunton
- £28,000 - £32,000 a year
- Full-time
- Time management
- Annual leave
- Sick pay
Quick apply
10d
Customer Experience Adviser - Sensitive Claims
LegalAndGeneral —Cardiff
- £24,720 a year
- Full-time
- Hybrid work
- Communication skills
- Employee discount
Quick apply
5d
Customer Experience Adviser - Sensitive Claims
Legal & General Investment Management —Cardiff
- £24,720 a year
- Communication skills
- Employee discount
5d
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
13d
Insurance Consultant
Benefact Group —Taunton
- From £30,000 a year
- Monday to Friday
- Annual leave
- Sick pay
2d
Client Service Adviser
Benefact Group —Taunton
- From £25,000 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
- Sick pay
2d
Property Moving Assistant
OneDome —Cardiff
- Full-time
- Hybrid work
- Sales
- Customer service
- Communication skills
Quick apply
5d
Financial Planner
Partnership Recruitment —Shipham
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
6d
Agency Administration Team Manager - 6 month Fixed Term Contract
Legal & General Investment Management —Cardiff
- From £34,500 a year
- Management
- Financial services
- Communication skills
- Employee discount
6d
Business Development Manager
Old Mill —Wells
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
10d
Additional Benefits:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home
Receptionist/Administrative Assistant
James and Associates Financial Services Limited —Minehead
- £18,000 - £22,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
9d
Agency Administration Team Manager - 6 month Fixed Term Contract
LegalAndGeneral —Cardiff
- From £34,500 a year
- Full-time
- Hybrid work
- Management
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Business Tax Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Accounting
- IT
Skills and Qualifications:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home
Self-Employed - Mortgage and Protection Adviser
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home

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financial adviser jobs near cannington, som

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 adviser jobs in cannington, som

Financial Planning Administrator / Trainee Paraplanner

Paraplanning administrator

Client Services Manager

High Net Worth Insurance Adviser

Customer Experience Adviser - Sensitive Claims

Customer Experience Adviser - Sensitive Claims

Office Assistant

Insurance Consultant

Client Service Adviser

Property Moving Assistant

Financial Planner

Financial Planning Administrator - 12-month FTC

Agency Administration Team Manager - 6 month Fixed Term Contract

Business Development Manager

Additional Benefits:

Receptionist/Administrative Assistant

Agency Administration Team Manager - 6 month Fixed Term Contract

Business Tax Manager

Skills and Qualifications:

Self-Employed - Mortgage and Protection Adviser

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