Paraplanner Work, Jobs in Wrotham, Ken (with Salaries)

Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
10d
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
3d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
9d
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
2d

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Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
After 3 years of service, an additional 1 year per year will be added (3-7 years). Providing general support to the adviser, including managing phone calls,…
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…

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Paraplanner

The Private Office -
London

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
IT
Communication skills
Certificate in Insurance
Time management

Full job description

Are you a Diploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

Providing high quality technical, administrative and research support to the Advisers;

Undertaking whole-of-market research as required, including investments, pensions and protection plans;

Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

Liaising with the Regulatory & Technical team to ensure the advice is compliant;

Be able to prioritise work in your queue by liaising with advisers on a regular basis;

Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

Building strong and effective working relationships with other teams in the firm and third party product providers;

Attending and contributing to meetings – both internal and external

Ensuring that all client records and data are maintained accurately and efficiently;
Participating in ad hoc projects and tasks as and when required.

Benefits

True hybrid working model
Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Key Skills & Experience

CII Diploma in Financial Planning (as a minimum);
The ability to produce comprehensive, accurate, and clear recommendation reports;

Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

Proficiency in complex report writing;

Experience liaising with third party providers;

Excellent grammar, spelling and punctuation skills;

Excellent interpersonal and communication skills;

A high standard of personal organisational and time management skills;

Experience within Private Wealth Management;

Experience of working to targeted service standards and procedures;

A good working knowledge of regulatory requirements;

Ambitious and goal-orientated;

Evidence of continual learning and development of skills and knowledge;

Experience of working unsupervised with a high level of self-motivation;

Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Apply Now

Refine Your Search

paraplanner jobs in wrotham, ken

Paraplanner

Financial Adviser Administrator

Senior Paraplanner

Paraplanner | Knight Frank Finance

Financial Adviser (Maidstone)

Paraplanner

Retirement Support Specialist

Trainee/Junior Financial Planner

Head of Paraplanning

Associate, Wealth Management

Compliance Manager (Financial Advice)

Paraplanner

Wealth Paraplanner

Ongoing Advice Specialist

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