Application administrator Work, Jobs in Portishead, 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
Road Safety Support Administrator - Hybrid Working
Avon and Somerset Constabulary —Portishead
- £25,242 - £26,703 a year
- Part-time
- Hybrid work
- Administrative experience
- Data entry
- In-person
- Employee discount
12d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Administrator
Optima Care Group —Congresbury
- £15 an hour
- Part-time
- Microsoft Word
- Administrative experience
- Organisational skills
Quick apply
10d
Administrator
Serco Group —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- Microsoft Office
- Annual leave
- Employee assistance programme
Bookings Administrator
Bristol Activity Centre —Bristol
- £27,900 - £29,120 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Employee discount
Quick apply
Business Development Administrator
Lorne stewart PLC —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
4d
Medical Records Administrator
Nuffield Health —Bristol
- Up to £25,038 a year
- Part-time
- Customer service
- Microsoft Office
- Communication skills
- Employee discount
- Gym membership
3d
Finance Administrator
Eposbuddy —Bristol
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
10d
Records Officer
University of Bath —Bath
- £31,236 - £37,694 a year
- Full-time
- Hybrid work
- Supervising experience
- University
- Communication skills
- Annual leave
- Employee discount
13d
Test Centre Administrator (Bristol, UK) (24926)
Pearson —Bristol
- £13.60 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Executive Administrator
Bath Preservation Trust —Bath
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Sick pay
Quick apply
Business Administrator
Ministry of Justice —Wotton-under-Edge
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Annual leave
Facilities Administrator
Pharmaron —Cardiff
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
Administrator
The Watches of Switzerland Group —Cardiff
- Part-time
- Hospitality
- Administrative experience
- Organisational skills
- Employee assistance programme
Technical Administrator
Equans —Bradley Stoke
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Document Controller (13527)
Tilbury Douglas —Clevedon
- Full-time
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
6d
Principal Developer (Salesforce)
OFGEM —Cardiff
- £63,443 - £86,547 a year
- Full-time
- Hybrid work
- Salesforce
- Presentation skills
- Leadership
- Annual leave
- Flexible schedule
12d
Vehicle Rental Hire Administrator
Days Motor Group —Avonmouth
- Full-time
- Customer service
- Computer literacy
- Administrative experience
- Free parking
- Annual leave
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
2d

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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

application administrator jobs in portishead, som

Financial Planning Administrator / Trainee Paraplanner

Road Safety Support Administrator - Hybrid Working

Administrator

Administrator

Administrator

Bookings Administrator

Business Development Administrator

Medical Records Administrator

Finance Administrator

Records Officer

Test Centre Administrator (Bristol, UK) (24926)

Executive Administrator

Business Administrator

Facilities Administrator

Administrator

Technical Administrator

Document Controller (13527)

Principal Developer (Salesforce)

Vehicle Rental Hire Administrator

Office Manager

I want to receive the latest job alerts for application administrator in portishead, som

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