Financial professional 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
1d
Practice Manager
The Milton Surgery —Weston-super-Mare
- Management
- Supervising experience
- Human resources
- Annual leave
Quick apply
13d
Service/Repairs Administrator
Classic Lifts —Clevedon
- £24,420.00 - £35,525.52 a year
- Full-time
- Customer service
- Salesforce
- Administrative experience
Quick apply
4h
Financial Controller
SCM Handling Ltd —Bishops Lydeard
- £20 an hour
- Part-time
- English
- Team management
- In-person
Quick apply
11d
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
14d
CAD Technician
Buko Traffic & Safety —Weare
- £27,000 - £31,000 a year
- Full-time
- CAD
- Customer service
- Microsoft Office
- Employee discount
Quick apply
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Financial Planner
Partnership Recruitment —Shipham
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Health & Safety Manager
Unity Holidays —Brean
- £35,000 a year
- Full-time
- Hospitality
- Communication skills
- Resort
- Annual leave
- Employee assistance programme
Quick apply
6d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
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
13d
Finance Analyst
Burges Salmon —Bristol
- Hybrid work
- SQL
- Presentation skills
Transaction Manager
Mon Motors —Weston-super-Mare
- £30,000 - £54,000 a year
- Full-time
- Sales
- Basic maths
- Financial services
Quick apply
5h
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
3d
Financial Controller
Bath Spa University —Bath
- Up to £72,000 a year
- Full-time
- Hybrid work
- University
- Leadership
- Annual leave
- Employee assistance programme
7d
Category Specialist
TVS Supply Chain Solutions —Emersons Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Negotiation
- Employee assistance programme
- Employee discount
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
5d

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

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

Explore jobs in more locations

financial professional jobs near sandford, som

Trainee Paraplanner

Churchill Investments PLC
Winscombe

Quick apply

Job details

Permanent | Graduate | Full-time
£28,000 - £32,000 a year
1 day 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

financial professional jobs in sandford, som

Trainee Paraplanner

Practice Manager

Service/Repairs Administrator

Financial Controller

Financial Planning Administrator / Trainee Paraplanner

CAD Technician

Office Manager

Financial Planner

Finance Controller

Health & Safety Manager

Client Services Manager

Client Services Administrator

Finance and Operations Administrator

Paraplanning administrator

Finance Analyst

Transaction Manager

Office Administrator (Full Time)

Financial Controller

Category Specialist

Service Operations Coordinator

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected