Financial administrator Work, Jobs in Raglan, Bgw (with Salaries)

HOME BASED - Paraplanner
The Timebank —Hereford
- £36,225 - £80,000 a year
- Part-time
- Computer skills
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
10d
Admin Team Leader
ICON UK —Newport
- £40,000 a year
- Full-time
- Administrative experience
- Continuous improvement
- IT
- Annual leave
- Employee assistance programme
Quick apply
9d
Operational Learning Administrator - Cambs
Cambridgeshire Constabulary —Monkswood
- £27,204 a year
- Full-time
- Continuous improvement
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
1d
Ledger Clerk
NoteMachine UK Ltd —Crickhowell
- £28,270 a year
- Full-time
- Microsoft Word
- Analysis skills
- Continuous improvement
- Free parking
- Store discount
Quick apply
3d
Compliance Administrator
Arkke Capital Ltd —Cardiff
- £26,000 - £28,000 a year
- Full-time
- Analysis skills
- Computer skills
- In-person
- Free parking
- Annual leave
Quick apply
Office Administrator
ELBE INDUSTRIAL TYRES —Taff's Well
- From £25,420 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Inventory control
Quick apply
8d
Account Administrator
Stag Properties Ltd Wales Ltd —Cardiff
- £2,200 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
Senior Business Administrator
Artesia Consulting Limited —Bristol
- £31,500 - £35,500 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Databases
- Administrative experience
- Free parking
- Flexitime
Quick apply
3d
IFA Administrator/Trainee Paraplanner - IFA (maternity cover)
Hugh James —Cardiff
- Full-time
- Microsoft Word
- Communication skills
- Employee assistance programme
- Employee discount
7d
Registry Administrator (up to 6m FTC)
Principality Building Society —Cardiff
- £26,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- IT
- Work from home
1d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Part Time Business Administration Officer (Maternity cover)
Early Years Wales —Treforest
- From £14,687.40 a year
- Temporary
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
Quick apply
Office Administrator
Douglas Steers & Company —Bristol
- From £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Office Administrator/Bookkeeper
KN Accounts & Book-Keeping Services —Thornbury
- £12.71 - £13.00 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
Quick apply
Guest & Property Administrator
STAE-HOMES —Bristol
- £26,000 - £32,000 a year
- Weekend availability
- Hybrid work
- Microsoft Word
- Computer literacy
- Maths
- Flexitime
- Work from home
Quick apply
Pension Administrator
Morgan Lloyd Ltd —Bristol
- £24,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Databases
- Life insurance
Quick apply
1d
IFA Senior Administrator
Aspirations Financial Planning —Bradley Stoke
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Analysis skills
- Free parking
- Life insurance
Quick apply
Registry Administrator (up to 6m FTC)
Principality —Cardiff
- Hybrid work
- Computer literacy
- Microsoft Office
- IT
- Work from home
Quick apply
1d
Project Administrator
Framatome —Avonmouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
Accommodation Support Officer
Civic Recruitment Limited —Newport
- £17.10 an hour
- Full-time
- Hybrid work
- Databases
- Maths
- Organisational skills
Quick apply

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HOME BASED - Paraplanner

The Timebank
Hereford

Quick apply

Job details

Part-time | Full-time
£36,225 - £80,000 a year
10 days ago

Benefits

Casual dress
Health & wellbeing programme
Additional leave
Company pension
Work from home
Company events
Private medical insurance
Life insurance

Qualifications

Financial planning
Pension
Financial report writing
Technical support
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Title:

Paraplanner

Reports To:

The Paraplanner Team report to Melissa Hall, Head of Culture.

Job Overview:

To work within a team of paraplanners providing comprehensive, confidential and efficient technical support to Financial Planners and advisers.

“Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.

We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.

We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.

We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”

Managing your expectations:

· Paraplanning is a hard job. Outsourced paraplanning is even harder.

· The first 6 months can feel daunting as you adjust.

· As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.

· Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.

· We have very high standards with our clients, so we will encourage you to achieve or excel these standards.

· You will experience unusual cases and run of the mill cases.

· We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.

· We actively encourage ongoing financial services qualifications and cover the cost of exams on success and appropriate training courses.

Initial Remuneration & Benefits:

Salaries are determined by a matrix that takes into account both experience and qualifications.

Salaries are reviewed annually, but are not guaranteed to increase.

· In addition, we provide:

o An auto enrolment pension, including contributions on your behalf.

o Private medical insurance.

o Death in service benefits.

o238 hours FTE equivalent holiday (including bank holiday) each year.

o Your birthday (or a selected working day) as an additional holiday each year.

o Support with appropriate exams and training courses.

o A flexible working environment.

Responsibilities and Duties:

· Acting as a critical friend to financial planners and advisers.

· Maintain good communication and manage relationships with financial planners and advisers.

· Identify and obtain information to allow financial plan to be created.

· Delegate to, educate and learn from other members of the team.

· Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.

· Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.

· Create clear, concise financial planning reports that are technically accurate and compliant.

· Undertake other tasks as part of creating a financial plan:

· Illustrations

· Cash flow reports

· Analysis of current and revised investment strategies

· Maintain CPD.

· Manage your diary with discipline.

Qualifications/Skills:

· Minimum requirement for qualifications is Level 4 (essential); working towards Level 6 (desirable).

· Several years of paraplanning experience.

· A broad, technical knowledge of financial services products (essential).

· Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).

· Excellent verbal and written communication skills, with attention to detail (essential).

· Able to manage workload and have good self-discipline and take responsibility for actions (essential).

· Follow processes and maintain standards as set out by the business (essential) and its clients (essential).

COVID-19 precaution(s):

Remote interview process
Virtual meetings

Work remotely

Job Types: Full-time, Part-time

Pay: £36,225.00-£80,000.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Health & wellbeing programme
Life insurance
Private medical insurance
Work from home

Application question(s):

What financial services or financial advice qualifications do you have?

Experience:

financial planning, advice, administration or compliance: 1 year (required)

Licence/Certification:

QCF Level 4 Diploma (CII, LIBF, IFS etc) (required)

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in raglan, bgw

HOME BASED - Paraplanner

Admin Team Leader

Operational Learning Administrator - Cambs

Ledger Clerk

Compliance Administrator

Office Administrator

Account Administrator

Senior Business Administrator

IFA Administrator/Trainee Paraplanner - IFA (maternity cover)

Registry Administrator (up to 6m FTC)

Client Services Administrator

Part Time Business Administration Officer (Maternity cover)

Office Administrator

Office Administrator/Bookkeeper

Guest & Property Administrator

Pension Administrator

IFA Senior Administrator

Registry Administrator (up to 6m FTC)

Project Administrator

Accommodation Support Officer

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