Paraplanner Work, Jobs in Windsor, Brk (with Salaries)

Paraplanner
TrinityBridge —London
- IT
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
10d
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
9h
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner 14 month FTC (Fully Remote)
Schroders —London
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
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
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
5d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
4d
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience

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Paraplanner

TrinityBridge -
London

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Job details

Permanent

Qualifications

Financial planning
Report writing
Business processes
IT
Communication skills
Certificate in Insurance

Full job description

Join TrinityBridge Paraplanning Team where you will support Planners, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

Key Responsibilities

Discuss client objectives with the Planner during debrief. Identify any shortfalls in client information and discuss with the Adviser.
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Planner.
Undertake research to identify suitable solutions to meet the client’s needs.
Request and obtain information/comparisons for analysis by the Planner within agreed timeframes.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Planner. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients, for example withdrawals or fund switches.
Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

About you | Qualifications, skills and strengths

Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
Strong IT skills.
Good report writing and communication skills.
A “can do” approach

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1 #LI-JJ1

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Refine Your Search

paraplanner jobs in windsor, brk

Paraplanner

Senior Paraplanner

Paraplanner

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Paraplanner

Senior paraplanner

Paraplanner (Stokenchurch)

Paraplanner

IFA Administrator

Paraplanner

Paraplanner

Paraplanner 14 month FTC (Fully Remote)

Paraplanner

Mortgage Administrator / Paraplanner

Paraplanner

Paraplanner | Knight Frank Finance

Protection Paraplanner

Associate Financial Advisor - Hybrid

Wealth Paraplanner

Senior Paraplanner

I want to receive the latest job alerts for paraplanner in windsor, brk

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