Financial professional Work, Jobs in Shirehampton, Bst (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
Group Cost Management Accountant
Indigo Food Group Limited —Bristol
- Up to £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
- Free parking
- Gym membership
Quick apply
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
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
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
4d
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
Senior Project Coordinator
Qureos Inc —Bristol
- £48,000 - £62,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
Group Management Accountant
Wishford Education —Corsham
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Mentoring
- Employee discount
- Flexible schedule
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
10d
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 Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
Account Handler
Sutton Specialist Risks —Bristol
- From £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Work from home
Quick apply
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Category Specialist
TVS Supply Chain Solutions —Emersons Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Negotiation
- Employee assistance programme
- Employee discount
Quick apply
Financial Controller
Bath Spa University —Bath
- Up to £72,000 a year
- Full-time
- Hybrid work
- University
- Leadership
- Annual leave
- Employee assistance programme
10d
Assistant Underwriter
Sutton Specialist Risks —Bristol
- From £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Work from home
Quick apply

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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

financial professional jobs in shirehampton, bst

Financial Planning Administrator / Trainee Paraplanner

Group Cost Management Accountant

Chief Education Strategy Officer

Client Services Administrator

Financial Controller

Community and Supporter Relations Manager

Senior Risk Pricing Analyst

Senior Project Coordinator

Audit Manager

Group Management Accountant

Pricing Lead

Financial Crime Operations Officer

Finance Controller

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

Procurement Specialist

Account Handler

Administrator

Category Specialist

Financial Controller

Assistant Underwriter

I want to receive the latest job alerts for financial professional in shirehampton, bst

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