Paraplanner salaries in Beaconsfield, BKM

Guiding clients through *fact-find calls* to assess their needs and financial situation. *Free CeMAP 1–3 training* for successful candidates.

£23,500 - £25,000 a year

6 days ago

Respond to routine client, adviser, and provider enquiries in a timely and professional manner, escalating matters when necessary.

£30,000 - £35,000 a year

5 days ago

If you’ve had at least three years’ experience within a busy Financial Services team, have a wide product knowledge and experience of Intelliflo please email a…

Research and recommend appropriate products, providers and planning strategies. This includes work involving high-net-worth clients, pensions, investments,…

Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

13 days ago

Hybrid working: 3 days in the office, 2 days wherever you work best. A solid understanding of financial planning products and processes. What You'll Be Doing:

£35,000 - £40,000 a year

13 days ago