Financial professional 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
Community and Supporter Relations Manager
Haberdashers' Monmouth School —Monmouth
- £50,447 - £58,403 a year
- Weekend availability
- English
- Microsoft Office
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
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
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
Senior Risk Pricing Analyst
Somerset Bridge Group —Bristol
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- SQL
- Communication skills
- Python
- Annual leave
- Referral programme
Quick apply
Pricing Lead
Somerset Bridge Group —Bristol
- £80,000 - £95,000 a year
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Referral programme
Quick apply
12d
Financial Crime Operations Officer
V12 Retail Finance —Cardiff
- £27,000 - £30,000 a year
- Weekend availability
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Finance Analyst- 12 Month Fixed Term Contract
Encirc —Bristol
- £28,000 - £30,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
Quick apply
6d
Clinical Research Associate, South West England
IQVIA —Portishead
- Maintenance
- No degree
Senior Project Coordinator
Qureos Inc —Bristol
- £48,000 - £62,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Clinical Research Associate II, South West England
IQVIA —Portishead
- Maintenance
- No degree
Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
Jaguar Land Rover Car Sales Executive
Sinclair Group —Newport
- £20,000 - £48,000 a year
- Sales
- Customer service
- Free parking
- Annual leave
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
SME Relationship Director
Lloyds Banking Group —Cardiff
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Driving
- Communication skills
- Negotiation
11d
Financial Controller
Bath Spa University —Bath
- Up to £72,000 a year
- Full-time
- Hybrid work
- University
- Leadership
- Annual leave
- Employee assistance programme
12d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

financial professional jobs in portishead, som

Financial Planning Administrator / Trainee Paraplanner

Community and Supporter Relations Manager

Client Services Administrator

Chief Education Strategy Officer

Financial Controller

Audit Manager

Senior Risk Pricing Analyst

Pricing Lead

Financial Crime Operations Officer

Finance Analyst- 12 Month Fixed Term Contract

Clinical Research Associate, South West England

Senior Project Coordinator

Finance Controller

Clinical Research Associate II, South West England

Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment

Jaguar Land Rover Car Sales Executive

Procurement Specialist

Administrator

SME Relationship Director

Financial Controller

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected