Paraplanner salaries in Marlow, BKM

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

£35,000 - £40,000 a year

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

£30,000 - £35,000 a year

10 days ago

The role also plays a key part in advancing Progeny's strategic priorities, including delivering consistently evidenced client outcomes, fostering a high-…

1 day ago

Managing and processing client documentation. Supporting advisers with administrative tasks. We are a small, friendly and professional financial planning firm…

£26,000 - £35,000 a year

8 days ago

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

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…