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

Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Paraplanner
Legal & General Investment Management —London
- Employee discount
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
13d
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
14d
Paraplanner
Connells Group —Camberley
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
12d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
20h
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
1d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
13d
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
4d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
14d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
21h
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
7d

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

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

Paraplanner

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Report writing
Microsoft Office

Full job description

Paraplanner - AFH Cookham

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. This role is based from our AFH Cookham office.

As our Paraplanner you will typically:

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Participating in firm research projects, adhering to set deadlines, as and if required.

What we are looking for in our ideal Paraplanner:

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high standard of written and numerical skills
An ability to demonstrate strong report-writing skills
A high level of accuracy and attention to detail
Aptitude in Microsoft Office.

Key Risk Responsibilities:

Completion of assigned tasks, ensuring that SLAs are adhered to
Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers
Contribution into technical and regulatory development of advisers and/or staff on a specific case basis
Contribution into technical and regulatory development of Trainee Paraplanners
Thorough research conducted where necessary and referring to Senior team members, where necessary.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

paraplanner jobs in britwell, brk

Paraplanner

Paraplanner

Protection Paraplanner

Paraplanner

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Client Services Administrator

IFA Administrative Assistant

Paraplanner

Senior Paraplanner

Paraplanner (Stokenchurch)

PICOP Paraplanner

Wealth Paraplanner

Senior paraplanner

Planning Support Administrator

IFA Administrator

Wealth Administrator

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected