Financial advisor Work, Jobs in Sands, Bkm (with Salaries)

Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
9d
Finance Director (Hybrid/ Full or Part time/High Wycombe)
Techlabs London —High Wycombe
- Hybrid work
- Team management
- Leadership
- Communication skills
Contact Centre Operations Manager
Eckoh —Hemel Hempstead
- From £47,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
- Free parking
- Work from home
Quick apply
Senior Due Diligence Advisor
Buckinghamshire New University —High Wycombe
- £33,951 - £37,694 a year
- Weekend availability
- Hybrid work
- Customer service
- Databases
- Analysis skills
- Employee discount
Customer Sales Advisor
Halfords —High Wycombe
- £11.28 - £13.14 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
2d
HR Business Partner - Fixed term contract
Invesco —Henley on Thames
- Full-time
- Data analysis skills
- Analysis skills
- Bachelor's degree
- Annual leave
- Life insurance
10d
Customer Experience Representative
Instron —High Wycombe
- Full-time
- CRM software
- Computer literacy
- Mentoring
13h
Senior Healthy Lifestyle Advisor
ICE Creates —Reading
- £28,000 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
4d
Sales Operations Manager
Eckoh —Hemel Hempstead
- From £70,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Communication skills
- Free parking
- Work from home
Quick apply
Commercial Finance Analyst
Mint Velvet —High Wycombe
- Full-time
- Hybrid work
- Employee discount
Quick apply
4d
Senior Human Resources Business Partner
BDA —Luton
- £83,000 - £90,000 a year
- Hybrid work
- English
- Bachelor's degree
- Travel
- Work from home
Quick apply
Healthy Lifestyle Advisor
ICE Creates —Reading
- £26,227.50 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
4d
Bookkeeper & Administrative Assistant
Audeeo Innovations Limited —Hendon
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Work from home
- Sick pay
Quick apply
2d
Service Sales Specialist
Oxford Instruments plc —High Wycombe
- CRM software
- Negotiation
- Annual leave
- Employee assistance programme
Head of Data & Analytics
Practice Plus Group IUC —Reading
- Up to £90,000 a year
- Remote
- No degree
- AI
2d
Trainee Financial Advisor
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
Private Banking Executive
Barclays —Reading
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
6d
People Operations Partner
Splendid Hospitality Group —Watford
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Mentoring
- Employee assistance programme
- Employee discount
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- Sales
- In-person
- Employee discount
- Referral programme
Quick apply

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Paraplanning Administrator (IFA)

EJS Financial Planners Ltd
High Wycombe

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
9 days ago

Benefits

Company pension
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Report generation
Administrative support experience
Financial report writing
Case record updates
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

Job Overview

We are seeking a proactive and detail-oriented Paraplanning Administrator to join our financial services team. In this role, you will support our Independent Financial Advisors (IFAs) by preparing comprehensive financial reports, conducting analysis, and ensuring all client documentation is accurate and compliant.

This position offers an excellent opportunity for an individual with a strong interest and experience in financial planning and administrative excellence to contribute effectively within a professional and supportive office environment.

Duties

Support the smooth processing and tracking of paraplanning‑related administrative tasks, under the guidance of the Paraplanner.
Gather, organise, and maintain client information and documentation to support paraplanners in the preparation of advice. (Pension info calls / Research)
Provide support with standard client reports and documentation, ensuring information is correctly formatted and ready for paraplanner review.
Work collaboratively with paraplanner, advisers, and Operations Manager to maintain consistent processes and service standards.
Assist in the preparation and distribution of complex client annual review packs, ensuring records are accurate and complete
Prepare, process, and monitor new business submissions across a range of investment and provider platform.
Proactively follow through cases to completion, keeping clients and advisers regularly updated with progress
Ensure consistent record keeping with regular updates to new business register and tasks as required for each process
Use a range of systems and software effectively, including Microsoft Office, Intelligent Office, Papercloud, FE Analytics and provider platforms.
Respond to routine client, adviser, and provider enquiries in a timely and professional manner, escalating matters when necessary.
Develop knowledge of financial products, platforms, and regulatory standards applicable to paraplanning, undertaking training and learning as required.
Keep accurate and up‑to‑date client records in line with data protection and internal procedures.
Completion of the 1st of the month valuations (DFMS s and Client Issued)

Experience

Previous IFA administrative & Paraplanning experience within financial services is essential
Some experience with IO would be be beneficial.
Proficiency in report writing, Microsoft Office (Word, Excel, Outlook)
Excellent communication skills to interact confidently with clients and team members.
Knowledge of financial planning processes and terminology is advantageous
Strong organisational skills with the ability to manage multiple priorities efficiently while maintaining attention to detail.
Familiarity with IT systems used in financial services environments will be beneficial.

Other Information

Salary dependent on experience
Study support offered

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension
Life insurance
On-site parking

Experience:

IFA Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in sands, bkm

Paraplanning Administrator (IFA)

Finance Director (Hybrid/ Full or Part time/High Wycombe)

Contact Centre Operations Manager

Senior Due Diligence Advisor

Customer Sales Advisor

HR Business Partner - Fixed term contract

Customer Experience Representative

Senior Healthy Lifestyle Advisor

Sales Operations Manager

Commercial Finance Analyst

Senior Human Resources Business Partner

Healthy Lifestyle Advisor

Bookkeeper & Administrative Assistant

Service Sales Specialist

Head of Data & Analytics

Trainee Financial Advisor

Private Banking Executive

People Operations Partner

Customer Relationship Manager

Junior Commercial Advisor

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