Account specialist Work, Jobs in Sandford, Som (with Salaries)

Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
10h
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
6d
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
Customer Success Specialist
Sparkol Ltd —Bristol
- £25,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Work from home
Quick apply
14d
Trainee Quantity Surveyor
Mon Timber Newport —Newport
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
5d
Strategic Engagement Officer
National Grid Electricity Distribution —Cardiff
- £55,835 a year
- Hybrid work
- Microsoft Powerpoint
- Presentation skills
- Organisational skills
- Free parking
- Annual leave
Quick apply
11d
Senior SEO Specialist
Liberty Marketing —Cardiff
- £33,000 - £39,000 a year
- Analysis skills
- Mentoring
Quick apply
Revenue Assistant
Burges Salmon —Bristol
- Organisational skills
- Communication skills
11d
Housing Income Officer
Bromford —South Gloucestershire
- £34,035.77 a year
- Hybrid work
- Employee assistance programme
- Sick pay
4d
Electricity Distribution - Network Planner
National Grid Electricity Distribution —Taunton
- £45,492 a year
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
10d
Fraud Officer - Eston
Department for Work and Pensions —Street
- £32,137 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Leadership
- Annual leave
- Employee assistance programme
12d
Commercial Account Handler
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Customer Experience Specialist
ANNA —Cardiff
- £25,000 a year
- Monday to Friday
- Remote
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee discount
4d
Adjusting Executive
Sedgwick —Cardiff
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Paralegal - Asbestos
Thompsons Solicitors —Grangetown
- £27,690 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
14d
Early Careers Trainee
Monahans —Taunton
- Monday to Friday
- Communication skills
Quick apply
Internal Technical Sales – HVAC/BMS Distribution, Cardiff
Olra Recruitment Solutions —Cardiff
- £32,000 - £36,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Profit sharing
Quick apply
7d
Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
4d
Electricity Distribution Network Planner
National Grid Electricity Distribution —Cwmbran
- £55,835 a year
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
11d
SEO & GEO Account Manager
Future Publishing —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Referral programme
Quick apply
7d

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Trainee Paraplanner

Churchill Investments PLC
Winscombe

Quick apply

Job details

Permanent | Graduate | Full-time
£28,000 - £32,000 a year
10 hours ago

Benefits

Free parking
Financial planning services
Company pension
Company events

Qualifications

Financial planning
English
Analysis skills
Mentoring
Financial services
Communication skills
Certificate in Insurance
A Level

Full job description

About Us

Churchill Investments is a family-run financial planning business based in Winscombe, North Somerset. We currently look after more than 500 client relationships, providing advice across retirement planning, investment management, protection and tax-efficient planning.

We are proud of our track record of developing talent from within the business. Several members of our team have progressed through administration, paraplanning and adviser pathways, supported by professional qualifications, mentoring and practical experience.

The Opportunity

We are seeking a motivated and career-focused individual to join our financial planning team in a technical support role.

This is not a career administrator position. The role is designed as an entry point into the financial planning profession for an individual with the ambition and aptitude to progress through professional qualifications and into more technical roles over time.

Whilst the successful candidate will initially undertake a variety of technical administration and implementation responsibilities, these activities form the foundation of a structured development pathway into paraplanning, technical report writing and broader financial planning responsibilities. We are looking for someone who wants to learn the profession from the ground up rather than simply process paperwork.

This opportunity is likely to appeal to someone at the beginning of their professional career who is looking for a structured development pathway within financial planning. Whether you are a recent graduate, have recently completed further education, or are looking to establish yourself in a professional services environment, we are looking for an individual with strong academic ability, excellent attention to detail and a genuine desire to build a long-term career in the profession.

Location & Working Arrangements

This is a full-time office-based role working from our Winscombe office.

Because this position is focused on training, mentoring and professional development, the successful candidate will be expected to work from the office on a daily basis alongside our advisers, paraplanners and administration team. We believe this provides the best environment for learning, collaboration and long-term career progression.

Key Responsibilities

Initial responsibilities are likely to include:

· Preparing client review packs and meeting documentation.

· Implementing recommendations across new and existing client accounts.

· Placing and managing investment transactions on client accounts.

· Supporting the completion and submission of protection and insurance applications.

· Liaising with clients and providers to progress cases.

· Assisting with technical queries and more complex client cases.

· Maintaining accurate client records and back-office systems.

· Supporting our admin, paraplanning and adviser teams in delivering quality client outcomes.

As technical knowledge and qualifications develop, the successful candidate will gradually take on more paraplanning responsibilities, including research, recommendation preparation and report writing.

Professional Development

This role forms part of our long-term development programme and is intended for candidates who are committed to building a career within financial planning.

The successful candidate will be expected to progress through the CII Diploma in Regulated Financial Planning (R01–R06) as part of their development within the business.

Candidates who demonstrate the aptitude and ambition to move into advisory roles may subsequently be supported through the Advanced Diploma in Financial Planning and our internal adviser development programme.

We provide support through:

· Internal technical training.

· Mentoring from experienced advisers and paraplanners.

· Payment of examination fees upon successful completion.

· Structured development plans and regular progression reviews.

· Access to technical resources and industry publications.

In addition, Churchill Investments runs dedicated quarterly Development Days. On these days the office closes to normal client activity, allowing the team to focus exclusively on professional development for our trainees. Sessions typically combine technical presentations from external industry specialists with practical case-study workshops.

Trainees are given the opportunity to work through realistic client scenarios, develop recommendations and present their findings to experienced members of the advice team acting as clients in a supportive and collaborative environment. We believe that combining professional qualifications with practical application is the most effective way to develop exceptional financial planners.

About You

The ideal candidate will:

· Be ambitious and motivated to build a long-term career in financial planning.

· Demonstrate strong analytical and problem-solving skills.

· Have excellent attention to detail and a high standard of written communication.

· Be comfortable managing multiple tasks and deadlines.

· Have an interest in investments, financial planning and personal finance.

· Be willing to commit to professional qualifications and ongoing learning.

· Take ownership of responsibilities and show initiative when solving problems.

· Be comfortable working with technical information and financial concepts.

Previous experience within financial services would be beneficial but is not essential for the right candidate.

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Free parking

Ability to commute/relocate:

Winscombe BS25: reliably commute or plan to relocate before starting work (required)

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 2 years (preferred)

Language:

English (required)

Work Location: In person

Quick apply

Refine Your Search

account specialist jobs in sandford, som

Trainee Paraplanner

Client Onboarding Specialist (New Launches)

Finance and Operations Administrator

Customer Success Specialist

Trainee Quantity Surveyor

Strategic Engagement Officer

Senior SEO Specialist

Revenue Assistant

Housing Income Officer

Electricity Distribution - Network Planner

Fraud Officer - Eston

Commercial Account Handler

Customer Experience Specialist

Adjusting Executive

Paralegal - Asbestos

Early Careers Trainee

Internal Technical Sales – HVAC/BMS Distribution, Cardiff

Senior SSAS Specialist

Electricity Distribution Network Planner

SEO & GEO Account Manager

I want to receive the latest job alerts for account specialist in sandford, som

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