Paraplanner Work, Jobs in Farnham Common, Bkm (with Salaries)

Paraplanner
Scott Financial Limited —Fleet
- Up to £45,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
3d
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
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
11d
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
7d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
5d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
12d
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel

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Paraplanner (Remote)
AFH Financial Group —Cookham
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
3d

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Paraplanner

Scott Financial Limited
Fleet

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £45,000 a year

Benefits

Free parking
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
IT
Communication skills
Certificate in Insurance

Full job description

Overview

Scott Financial is a successful, growing firm of Financial Advisers based in Church Crookham, Hampshire. We are currently seeking an experienced, self-motivated Paraplanner to join our small, friendly team.

Supporting our Advisers, and working with a wide range of clients, the ideal candidate will be personable but professional, with excellent communication skills. With 3+ years experience in a similar paraplanning role, you will be organised and methodical with a keen eye for detail.

You will provide a vital role in supporting 4 Advisers by preparing suitability reports, conducting research and ensuring all advice is compliant.

Main Duties:

Review policy information prepared by the administration team
Analyse Fact finds and client notes
Conduct research across planning areas including Pensions, Drawdowns, Investments, Bonds, VCTs & EISs and IHT planning
Prepare suitability and cashflow reports for final sign off by the Adviser
Check and submit new business cases
Ensure all documentation adheres to compliance standards
Liaise with Advisers, the administration team, providers, network and clients
Maintain and update the back-office system
Keep up to date with industry and legislation changes
Assist with ad-hoc project work.

Strong IT skills and proficiency with Microsoft Office (Outlook, Word and Excel) is essential. Experience of our back-office system, Intelliflo, as well as the 7IM, Aegon ARC, Nucleus and Parmenion platforms is desirable as well as the use of FE Analytics and CashCalc. Although not essential, any CII qualifications would be an advantage.

Working days / hours flexible, 25-35 hours per week total.

Please apply with your most up to date CV. All applicants will be considered, however, only those selected for interview will be contacted (usually within one week of application).

Pay: Up to £45,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in farnham common, bkm

Paraplanner

Paraplanner (Remote)

Paraplanner

Mortgage Administrator / Paraplanner

Paraplanner

Paraplanner

Associate Financial Advisor - Hybrid

Wealth Paraplanner

Financial Adviser (Stokenchurch)

Retirement Support Specialist

Technical Administrator

Financial Adviser

Head of Paraplanning

Compliance Manager (Financial Advice)

Associate, Wealth Management

Financial Planning Administrator

Paraplanner | Knight Frank Finance

Paraplanner

Trainee/Junior Financial Planner

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