New business 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
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Office Administrator
South West Fire Doors —Banwell
- From £12.80 an hour
- Full-time
- English
- Microsoft Office
- Administrative experience
- Flexible schedule
Quick apply
8d
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
People & Culture Senior Specialist - Experience & Performance- UK
Baker Hughes —Nailsea
- Full-time
- Analysis skills
- Bachelor's degree
- Human resources
- Flexible schedule
- Life insurance
Business Development Manager - Tankers
Biffa Waste Services —Weston-super-Mare
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Travel
- Employee discount
Quick apply
Lead Business Analyst
Office for National Statistics —Newport
- £56,861 - £66,704 a year
- Full-time
- Hybrid work
- Presentation skills
10d
Senior Collections Specialist
Sonovate —Cardiff
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Leadership
- Employee assistance 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
Commercial Account Handler
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Customer Service Manager
Elements Solutions Inc —Bristol
- From £55,000 a year
- Customer service
- ERP systems
- Leadership
- Free parking
- Employee assistance programme
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
Commercial Partnerships & Market Development Specialist
Ryossa Commercial Solutions Ltd. —Cardiff
- £75,000 a year
- CRM software
- Sales
- Salesforce
- Health & wellbeing programme
- Gym membership
Quick apply
Home Admissions Advisor
CornerstoneHealthcare —Bristol
- £35,000 - £40,000 a year
- Weekend availability
- CRM software
- Sales
- Business development
- Paid training
- Employee assistance programme
9d
Quality Specialist
Office for National Statistics —Newport
- £34,587 a year
- Part-time
- Hybrid work
- Data analysis skills
- Presentation skills
- Travel
Senior Project Management Specialist - Project Planning
Baker Hughes —Nailsea
- Full-time
- Oracle
- Master's degree
- Bachelor's degree
- Flexible schedule
- Life insurance
Team Admin Assistant
National Grid Electricity Distribution —Cwmbran
- £33,967 a year
- Temporary
- Customer service
- Maintenance
- IT
- Free parking
- Annual leave
Quick apply
2d
Digital Learning Specialist
Legal & General Investment Management —Cardiff
- £36,000 a year
- Analysis skills
- Communication skills
- Employee discount
9d
Partnerships & Client Care Coordinator
Stride Treglown —Bath
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Senior Regulatory Specialist
Ecolab Inc. —Caerphilly
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Trainee Paraplanner

Churchill Investments PLC
Winscombe

Quick apply

Job details

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

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

new business specialist jobs in sandford, som

Trainee Paraplanner

Customer Success Manager

Office Administrator

Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services

People & Culture Senior Specialist - Experience & Performance- UK

Business Development Manager - Tankers

Lead Business Analyst

Senior Collections Specialist

Pricing Lead

Commercial Account Handler

Customer Service Manager

Business Analyst

Commercial Partnerships & Market Development Specialist

Home Admissions Advisor

Quality Specialist

Senior Project Management Specialist - Project Planning

Team Admin Assistant

Digital Learning Specialist

Partnerships & Client Care Coordinator

Senior Regulatory Specialist

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

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