Finance Work, Jobs in Taunton, Eng (with Salaries)

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
- £22,000 - £29,000 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Free parking
- Profit sharing
Quick apply
5d
Income Accounts Analyst
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Full-time
- No degree
- Annual leave
- Employee discount
9d
Insurance Advisor
Howden Group Holdings —Taunton
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Finance Assistant
Somerset Council —Taunton
- £15,111 - £15,593 a year
- Hybrid work
- English
- IT
- Communication skills
Accounts Manager / Finance Director (AAT Qualified)
Ania Haie Ltd —Taunton
- £45,000 - £55,000 a year
- Full-time
- Microsoft Excel
- Supervising experience
- In-person
- Free parking
- Employee discount
Quick apply
12d
Finance Analyst
Agratas —Bridgwater
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- ERP systems
- Analysis skills
- Free parking
- Employee discount
Quick apply
12d
Finance Manager
Little Halstock Ltd —Beaminster
- £32,000 - £45,000 a year
- Part-time
- Travel
- Accounting
- Financial services
- Free parking
Quick apply
10d
Mortgage Advisor
The Mortgage Experts —Bridgwater
- £60,000 - £100,000 a year
- Remote
Finance Apprentice
Somerset Council —Taunton
- From £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Annual leave
3d
Accounts Administrator
Trial Balance Consulting —Yeovil
- ERP systems
- Administrative experience
1d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
BRU - System Support Analyst
Clarke Willmott LLP —Taunton
- Microsoft Excel
- Data analysis skills
- Communication skills
11d
Finance Apprentice
ABP UK —Yetminster
- £22,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Free parking
- Employee discount
Quick apply
2d
Finance and Operations Assistant
WHSmith Travel —Tiverton
- Full-time
- Hybrid work
- Microsoft Excel
Quick apply
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Junior Finance Analyst - 12 Month Fixed Term
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- No degree
- Employee discount
- Flexible schedule
Accounts Office Assistant
Brick Peers —Wells
- Part-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
9d
Finance Assistant
Verm-X and Hilton Herbs —Crewkerne
- £24,420 - £30,000 a year
- Full-time
- Microsoft Excel
- In-person
- Communication skills
Quick apply
Insurance Adviser
Benefact Group —Taunton
- From £28,000 a year
- Full-time
- Time management
- Annual leave
- Sick pay
3d
Corporate Finance Associate
Old Mill —Yeovil
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
9d

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Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
5 days ago

Benefits

Free parking
Profit sharing
Financial planning services
Flexitime
Company pension
Company events
Employee discount
Sick pay

Qualifications

Economics
Microsoft Outlook
Mathematics
Microsoft Office
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Business
A Level
Office experience

Full job description

Financial Planning Assistant / Administrator – Exeter

Premier Financial Planning Ltd is looking for a professional, hard-working and organised Financial Planning Assistant / Administrator to join our Exeter office.

This is an important role within a friendly and growing financial advice business. We are looking for the right person who wants to become a valued long-term member of the team, support our advisers, help with new clients and play a key part in delivering an excellent client experience.

Ideally, you will already have experience working in financial advice, financial services, mortgages, pensions, investments or a similar professional office environment. However, we would also consider someone with the right attitude, strong administration skills and a genuine desire to learn the financial advice industry.

About Us

Premier Financial Planning Ltd is an award-winning team of Mortgage and Financial Planners, supporting clients across the South of England.

Our Exeter office provides friendly, professional and high-quality financial planning advice to clients looking to achieve their goals in life, career and family. We take time to get to know our clients properly and understand what matters most to them.

Due to continued demand from new clients, we are looking to expand our team so we can continue to offer the level of service our clients expect.

About the Role

The role will involve supporting our Financial Planners with client administration, preparing for meetings, helping process new business and ensuring clients receive a smooth, professional and friendly service.

We are ideally looking for someone full time, Monday to Friday, 9am to 5pm. However, for the right person, we would consider a four-day working week.

This is an office-based role in Exeter.

Key Responsibilities

Your responsibilities will include:

Supporting Financial Advisers with preparation for client meetings and follow-up actions.
Helping with new client enquiries and onboarding.
Preparing and maintaining client files, ensuring all records and documents are accurate and up to date.
Using CRM systems to manage client information and workflow.
Liaising with clients, providers and colleagues in a professional and timely manner.
Handling client queries and helping deliver a positive client experience.
Assisting with the processing of applications, transactions and account queries.
Supporting the wider team with general administration and office organisation.
Helping keep the office professional, organised and client-ready.
Working closely with advisers and colleagues to improve processes and share best practice.

The Person We Are Looking For

We are looking for someone who is:

Professional, reliable and hard-working.
Organised, accurate and detail-focused.
Friendly and confident when dealing with clients.
Keen to learn and develop within the financial advice industry.
Able to manage their time and prioritise work effectively.
Comfortable working in a busy office environment.
Good with Word, Excel, Outlook and general office systems.
A good communicator, both written and verbal.
Looking for a long-term opportunity rather than just a short-term role.

Experience in financial advice or financial services would be a strong advantage, but the right personality, work ethic and willingness to learn are just as important.

What We Offer

Full-time hours, Monday to Friday, 9am to 5pm.
Four-day week considered for the right person.
Supportive, friendly and relaxed office environment.
Opportunity to learn from experienced Financial Advisers.
A chance to build a long-term career in financial advice.
Holiday package.
Workplace pension.
Option to purchase extra holiday.
Flexibility where needed, as we understand the importance of family life.

This is a great opportunity for someone who wants to join a growing company, become part of a close team and build a fulfilling career in financial planning.

Job Types: Full-time, Part-time

Pay: £22,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Financial planning services
Flexitime
Free parking
Profit sharing
Sick pay

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in taunton, eng

Financial Planning Assistant / Administrator

Income Accounts Analyst

Insurance Advisor

Finance Assistant

Accounts Manager / Finance Director (AAT Qualified)

Finance Analyst

Finance Manager

Mortgage Advisor

Finance Apprentice

Accounts Administrator

Bookkeeper (Technician), Outsourced Finance

BRU - System Support Analyst

Finance Apprentice

Finance and Operations Assistant

Consultant, Financial Planning

Junior Finance Analyst - 12 Month Fixed Term

Accounts Office Assistant

Finance Assistant

Insurance Adviser

Corporate Finance Associate

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