Paraplanner Work, Jobs in Croydon Cr0 (with Salaries)

Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
13d
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
12d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
6d
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
8d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
6d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills

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Paraplanner

The Private Office -
London

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
IT
Communication skills
Certificate in Insurance
Time management

Full job description

Are you a Diploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

Providing high quality technical, administrative and research support to the Advisers;

Undertaking whole-of-market research as required, including investments, pensions and protection plans;

Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

Liaising with the Regulatory & Technical team to ensure the advice is compliant;

Be able to prioritise work in your queue by liaising with advisers on a regular basis;

Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

Building strong and effective working relationships with other teams in the firm and third party product providers;

Attending and contributing to meetings – both internal and external

Ensuring that all client records and data are maintained accurately and efficiently;
Participating in ad hoc projects and tasks as and when required.

Benefits

True hybrid working model
Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Key Skills & Experience

CII Diploma in Financial Planning (as a minimum);
The ability to produce comprehensive, accurate, and clear recommendation reports;

Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

Proficiency in complex report writing;

Experience liaising with third party providers;

Excellent grammar, spelling and punctuation skills;

Excellent interpersonal and communication skills;

A high standard of personal organisational and time management skills;

Experience within Private Wealth Management;

Experience of working to targeted service standards and procedures;

A good working knowledge of regulatory requirements;

Ambitious and goal-orientated;

Evidence of continual learning and development of skills and knowledge;

Experience of working unsupervised with a high level of self-motivation;

Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Apply Now

Refine Your Search

paraplanner jobs in croydon cr0

Paraplanner

Paraplanner

Senior paraplanner

Senior Paraplanner

Paraplanner

Paraplanner | Knight Frank Finance

Paraplanner

Paraplanner

Wealth Paraplanner

Paraplanner

Associate Financial Advisor - Hybrid

Mortgage Administrator / Paraplanner

Ongoing Advice Specialist

Retirement Support Specialist

Financial Adviser

Financial Planner - Surrey

Technical Administrator

Trainee/Junior Financial Planner

Associate, Wealth Management

Head of Paraplanning

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