Time accounts 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
Accounts Assistant
Pinnacle Accountancy Services (SW) Ltd —Martock
- £16 - £18 an hour
- Part-time
- Maths
- Accounting
- QuickBooks
- Annual leave
- Flexitime
Quick apply
Customer Service / Account Manager - Print Company
Carly Press —Wellington
- £26,702 - £33,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Free parking
Quick apply
10d
Parts Advisor
Alliance Automotive Group LV —Taunton
- Communication skills
- Employee discount
Quick apply
13d
Project Co-Ordinator
Ramudden Global UK —Somerton
- Monday to Friday
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
Income Accounts Analyst
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Full-time
- No degree
- Annual leave
- Employee discount
10d
Senior Management Accountant
WPA (Western Provident Association) —Taunton
- £50,000 a year
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Store discount
- Health & wellbeing programme
Quick apply
Trainee Sales Executive
Custom Labels Ltd —Bridgwater
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
Quick apply
Accounts Senior
Peace Accountancy Ltd —Taunton
- £25,000 - £35,000 a year
- Full-time
- QuickBooks
- Organisational skills
- In-person
Quick apply
4d
Sales Coordinator
Organic Herb Trading —Taunton
- £25,528.10 a year
- Full-time
- Customer service
- IT
- Communication skills
- Free parking
Quick apply
12d
Sales Support Administrator
Scrub Daddy UK Ltd —Tiverton
- £27,000 - £30,000 a year
- 8 hour shift
- CRM software
- Microsoft Excel
- Customer service
Quick apply
4d
Senior Management Accountant
Portt & Co —Taunton
- £32,500 - £37,500 a year
- Full-time
- Hybrid work
- Organisational skills
- Flexitime
- Work from home
Quick apply
3d
Customer Service Advisor
SunbeltRentals —Bridgwater
- £29,724.50 a year
- Customer service
- Computer literacy
- Microsoft Office
- Annual leave
Quick apply
Account Manager
Biffa Waste Services —Taunton
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
Quick apply
Content Writer
Ascot Group —Worle
- From £26,000 a year
- Full-time
- In-person
- AI
- Time management
- Free parking
- Sick pay
Quick apply
Assistant Accountant
Vertu Motors —Yeovil
- Up to £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee discount
Quick apply
3d
Service Colleague
ASDA —Taunton
- £15.25 an hour
- 8 hour shift
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount
4d
Accounts Administrator
Trial Balance Consulting —Yeovil
- ERP systems
- Administrative experience
1d
Behaviour Mentor
Elementa Support Services —Taunton
- £90 - £100 a day
- Monday to Friday
- School
Quick apply
Account Manager
Sykes Holiday Cottages —Lyme Regis
- £25,000 a year
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Quick apply

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time accounts jobs near taunton, eng

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

time accounts jobs in taunton, eng

Financial Planning Assistant / Administrator

Accounts Assistant

Customer Service / Account Manager - Print Company

Parts Advisor

Project Co-Ordinator

Income Accounts Analyst

Senior Management Accountant

Trainee Sales Executive

Accounts Senior

Sales Coordinator

Sales Support Administrator

Senior Management Accountant

Customer Service Advisor

Account Manager

Content Writer

Assistant Accountant

Service Colleague

Accounts Administrator

Behaviour Mentor

Account Manager

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