Financial administrator Work, Jobs in Westbury Sub Mendip, Som (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
10d
Finance Administrator
Eposbuddy —Bristol
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
1d
Finance Administrator (part-time, hybrid)
My Cookie Dough —Warmley
- £14 - £16 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Employee discount
Quick apply
Client Services Administrator
eXPD8 —Bristol
- £24,784.50 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Referral programme
Fleet Compliance Administrator
Novuna —Trowbridge
- £27,000 a year
- Full-time
- Hybrid work
- Communication skills
2d
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
10d
RCC Administrator
Holcim —Frome
- Administrative experience
- Continuous improvement
- Organisational skills
- Employee discount
1d
Technical Administrator
Equans —Bradley Stoke
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
11d
Agent in Southwest Agency
Bank of England —Bristol
- £83,440 - £93,870 a year
- Full-time
- No degree
- Communication skills
- Annual leave
3d
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
2d
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £7,521.46 - £8,016.85 a year
- Part-time
- IT
- School
- Employee discount
22h
Cancer Services Administrator
Somerset NHS Foundation Trust —Taunton
- £28,392 - £31,157 a year
- Part-time
- Hybrid work
- Computer literacy
- Driving
- Travel
- Annual leave
- Employee discount
18h
Commercial Assistant
Ringway —Bristol
- Monday to Friday
- Administrative experience
10d
Freelance Administrator
Fortune Business Development Ltd —Bristol
- Up to £16 an hour
- Temporary
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
Transport Administrator
Brakes —Portbury
- £31,702 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Annual leave
- Employee discount
2d
Accounts Receivable Administrator
Ayvens —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Commercial Operations Administrator
Longleat —Warminster
- £12.96 an hour
- Monday to Friday
- Customer service
- Merchandising
- Administrative experience
- Store discount
- Employee assistance programme
1d
Finance Administrator
Bevan Brittan —Bristol
- Hybrid work
- Microsoft Excel
- Organisational skills
- IT
- Employee assistance programme
Payroll & Pensions Administrator
Bath Spa University —Bath
- £16,975 - £37,694 a year
- Part-time
- Hybrid work
- University
- Communication skills
- Annual leave
- Employee assistance programme
10d

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Financial Planning Administrator / Trainee Paraplanner

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£24,000 - £30,000 a year
10 days ago

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 administrator jobs in westbury sub mendip, som

Financial Planning Administrator / Trainee Paraplanner

Finance Administrator

Finance Administrator (part-time, hybrid)

Client Services Administrator

Fleet Compliance Administrator

Paraplanning administrator

RCC Administrator

Technical Administrator

Agent in Southwest Agency

Service Operations Coordinator

Legal Administrator Bristol

Finance Administrator

Cancer Services Administrator

Commercial Assistant

Freelance Administrator

Transport Administrator

Accounts Receivable Administrator

Commercial Operations Administrator

Finance Administrator

Payroll & Pensions Administrator

I want to receive the latest job alerts for financial administrator in westbury sub mendip, som

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