Paraplanner Work, Jobs in London, Gtl (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
15h
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
15h
Paraplanner
The Surrey Mortgage Company —Ashtead
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
1d
Administrator/Paraplanner and PA
Regency Financial Partners —London
- £25,500 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
15h
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
13h
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
3d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Mentoring
- Communication skills
9d
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
7IM —London
- Microsoft Word
- Writing skills
- Continuous improvement
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Platform Service Manager (6 months FTC)
7IM —London
- CRM software
- Writing skills
- Continuous improvement
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
10d
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
14d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- CRM software
- Writing skills
- Continuous improvement
Mortgage Administrator
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development

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Administrator/Paraplanner/PA

Regency Financial Partners
London

Quick apply

Job details

Self-employed
£26,387.70 - £35,000.00 a year
15 hours 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 london, gtl

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Financial Planner - Surrey

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