Financial professional Work, Jobs in Long Ashton, 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
Category Specialist
TVS Supply Chain Solutions —Emersons Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Negotiation
- Employee assistance programme
- Employee discount
Quick apply
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
1d
Senior Project Coordinator
Qureos Inc —Bristol
- £48,000 - £62,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Finance Analyst
Burges Salmon —Bristol
- Hybrid work
- SQL
- Presentation skills
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Chief Education Strategy Officer
Escuela RSM Professional Learning Ltd. —Bristol
- £115,000 - £158,000 a year
- Full-time
- Master's degree
- Education
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
11d
Group Management Accountant
Wishford Education —Corsham
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Mentoring
- Employee discount
- Flexible schedule
Quick apply
9d
Financial Controller
Bath Spa University —Bath
- Up to £72,000 a year
- Full-time
- Hybrid work
- University
- Leadership
- Annual leave
- Employee assistance programme
5d
Practice Manager
The Milton Surgery —Weston-super-Mare
- Management
- Supervising experience
- Human resources
- Annual leave
Quick apply
11d
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Patent Attorney
Airbus Operations Limited —Bristol
- Full-time
- Hybrid work
- Travel
- Free parking
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Information Governance Manager
Somerset Bridge Group —Bristol
- Full-time
- Hybrid work
- Management
- Presentation skills
- Financial services
- Annual leave
- Referral programme
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
3d
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Mortgage Advisor
The Mortgage Experts —Trowbridge
- £60,000 - £100,000 a year
- Remote
Quick apply
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills

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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

financial professional jobs in long ashton, som

Financial Planning Administrator / Trainee Paraplanner

Category Specialist

Office Administrator (Full Time)

Senior Project Coordinator

Finance Analyst

Office Manager

Chief Education Strategy Officer

Group Management Accountant

Financial Controller

Practice Manager

Finance Controller

Patent Attorney

Client Services Manager

Information Governance Manager

Service Operations Coordinator

Finance and Operations Administrator

Legal Administrator Bristol

Client Services Administrator

Mortgage Advisor

Associate - Professional & Financial Risks

I want to receive the latest job alerts for financial professional in long ashton, som

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