Financial advisor Work, Jobs in Marlow, 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
4d
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
Finance Director (Hybrid/ Full or Part time/High Wycombe)
Techlabs London —High Wycombe
- Part-time
- Hybrid work
- Team management
- Leadership
- Communication skills
HR Business Partner - Fixed term contract
Invesco —Henley on Thames
- Full-time
- Data analysis skills
- Analysis skills
- Bachelor's degree
- Annual leave
- Life insurance
6d
Sales Advisor
Age Concern Slough and Berkshire East —Maidenhead
- £12.71 an hour
- Part-time
- Customer service
- Cleaning
- In-person
Quick apply
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
10d
Virtual Personal Assistant (Night)
Comxo —Datchet
- £22,031 - £25,031 a year
- Weekend availability
- Remote
- Microsoft Word
- English
Treatment Coordinator
Maidenhead - Portman Dental & Implant Clinic —Maidenhead
- From £13.92 an hour
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Quick apply
Trainee Financial Advisor with paraplanning experiance
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
13d
Customer Service Advisor
Creseada International UK —Slough Trading Estate
- £25,420.00 - £39,790.02 a year
- Full-time
- CRM software
- Analysis skills
- Financial services
Quick apply
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
Service Advisor Basingstoke JLR
South East Motors —Basingstoke
- £31,500 - £33,000 a year
- Full-time
- Organisational skills
- Cleaning
- In-person
Quick apply
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
Tusker Contact Call Centre Advisor - Watford
Lloyds Banking Group —Croxley Green
- £31,380 a year
- Full-time
- Hybrid work
- Conflict management
- Organisational skills
- Communication skills
Senior VAT Analyst
Softcat —Marlow
- ERP systems
- Communication skills
- School
- Flexible schedule
10d
Expertise Centre Support Agent
Descartes —Windsor
- Full-time
- Continuous improvement
- Communication skills
- Flexible schedule
HR Advisor
Arvato —Datchet
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Continuous improvement
- Annual leave
- Employee discount
Senior Marketer, ETF Marketing
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Spanish
- English
- Bachelor's degree
- Annual leave
- Life insurance
Senior Manager, Clinical Operations - FSP Resource & Vendor Management
CSL Behring —Maidenhead
- £170,000 - £201,000 a year
- Full-time
- Master's degree
- Bachelor's degree
Director, Finance Business Partnering – International Commercial & Pandemic
CSL Seqirus —Maidenhead
- Full-time
- Business development
- Team management
- Leadership

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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
4 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
Data collection
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 administrative & Paraplanning experience within financial services is essential
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

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in marlow, bkm

Paraplanning Administrator (IFA)

Contact Centre Operations Manager

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

HR Business Partner - Fixed term contract

Sales Advisor

Customer Relationship Manager

Virtual Personal Assistant (Night)

Treatment Coordinator

Trainee Financial Advisor with paraplanning experiance

Customer Service Advisor

Sales Operations Manager

Service Advisor Basingstoke JLR

People Operations Partner

Tusker Contact Call Centre Advisor - Watford

Senior VAT Analyst

Expertise Centre Support Agent

HR Advisor

Senior Marketer, ETF Marketing

Senior Manager, Clinical Operations - FSP Resource & Vendor Management

Director, Finance Business Partnering – International Commercial & Pandemic

I want to receive the latest job alerts for financial advisor in marlow, bkm

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