Paraplanner Work, Jobs in Datchworth, Hrt (with Salaries)

Administrator/Paraplanner/PA
Regency Financial Partners —London
- £26,387.70 - £35,000.00 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Free parking
- Flexible schedule
Quick apply
2d
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
5d
IFA Administrator
Melius —Chelmsford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Administrator/Paraplanner and PA
Regency Financial Partners —London
- £25,500 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
2d
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
12d
Administrator/Paraplanner
Regency Financial Partners —Winchmore Hill
- £26,387.70 - £49,029.64 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
2d
Paraplanner / Financial Administrator
Mitchell Prockter Financial Services Limited —Bedford
- £26,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Analysis skills
- Organisational skills
- Free parking
- Life insurance
Quick apply
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
Paraplanner
7IM —London
- Microsoft Word
- Writing skills
- Continuous improvement
4d
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Platform Service Manager (6 months FTC)
7IM —London
- CRM software
- Writing skills
- Continuous improvement
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Mortgage Administrator
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- CRM software
- Writing skills
- Continuous improvement
Financial Adviser
RGH‑Global Limited —London
- Up to £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
4d

I want to receive the latest job alerts for paraplanner in datchworth, hrt

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Administrator/Paraplanner/PA

Regency Financial Partners
London

Quick apply

Job details

Self-employed
£26,387.70 - £35,000.00 a year
2 days ago

Benefits

Free parking
Casual dress
Flexible schedule
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Outlook
Report generation
Stakeholder liaison
Writing skills
Administrative support experience
Financial report writing
Filing
Microsoft Office Suite
Financial analysis
Administrative experience
Analysis skills
Organisational skills
Customer support
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Summary

We are seeking a dynamic and highly organised Administrator/Paraplanner/PA to join our team. This multifaceted role offers an exciting opportunity to support financial planning activities, manage administrative tasks, and provide exceptional customer service. The ideal candidate will be proactive, detail-oriented, and possess strong communication skills to ensure smooth operations across all areas of the business. You will play a vital role in assisting a financial advisor with report writing, analysis, and client correspondence while maintaining efficient office workflows. This position is perfect for someone eager to develop their career within the financial services sector and contribute to a professional, energetic environment. Would also suit someone who has previously worked in financial services and looking for a hybrid role with flexible hours

Responsibilities

Prepare comprehensive reports and documentation related to financial planning and analysis, ensuring accuracy and clarity.
Assist with client onboarding, appointment scheduling, and follow-up communications to enhance customer experience.
Manage daily administrative duties including calendar management, correspondence handling, and filing using Microsoft Office tools such as Word, Excel, Outlook. Inteliflo and FE Analytics and Defaqto
Support a financial advisors by organising client data, updating records, and preparing presentation materials for meetings.
Conduct analysis of financial data to aid in the development of tailored financial plans for clients.
Maintain organized records of client interactions, compliance documentation, and internal reports in accordance with company policies.
Provide excellent customer service by responding promptly to inquiries and ensuring clients receive timely assistance.

Skills

Strong report writing and analysis skills with an eye for detail.
Knowledge of financial services and financial planning processes.
Excellent communication skills—both written and verbal—to liaise effectively with clients and team members.
Exceptional organisational skills with the ability to prioritize tasks efficiently.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook—experience with Financial Services IT systems is essential.
Proven administrative experience with a focus on time management and multitasking.
Customer service orientation with a professional attitude at all times.

This role offers an engaging environment where your organizational talents and analytical abilities will be valued as you support our team’s success. If you thrive in a fast-paced setting and are passionate about delivering outstanding service within the financial sector, we look forward to welcoming you onboard!

Pay: £26,387.70-£35,000.00 per year

Benefits:

Casual dress
Free parking
On-site parking

Work Location: Hybrid remote in London N21 2EL

Quick apply

Refine Your Search

paraplanner jobs in datchworth, hrt

Administrator/Paraplanner/PA

Trainee Mortgage Adviser / Paraplanner

IFA Administrator

Administrator/Paraplanner and PA

Paraplanner

Administrator/Paraplanner

Paraplanner / Financial Administrator

Paraplanner -

Associate Financial Advisor - Hybrid

Senior Paraplanner

Paraplanner

Paraplanner

IFA Administrator

Paraplanner

Head of Paraplanning

Platform Service Manager (6 months FTC)

Compliance Manager (Financial Advice)

Mortgage Administrator

Platform Service Manager (6 months FTC)

Financial Adviser

I want to receive the latest job alerts for paraplanner in datchworth, hrt

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected