Paraplanner salaries in Cookham, BRK

A solid understanding of financial planning products and processes. Performance bonus + Company-wide bonus (when Eight hits targets).

£35,000 - £40,000 a year

13 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

6 days ago

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

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…

Assist in identifying opportunities to convert cases into advised sales. Understanding of protection products (life, critical illness, income protection).

£28,000 - £33,000 a year

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