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

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
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
13d
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
7d
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Senior paraplanner

Laithwaite Financial Services
Woking

Apply Now

Job details

Part-time
Up to £50,000 a year

Benefits

Free parking
Company pension

Qualifications

Financial planning
Pension
English
Microsoft Office

Full job description

If you want to contribute to our business success, We are always open to flexible and part time working, and many staff already structure their hours to suit life outside the office.

To find out more, please send your CV directly to [email protected] and we will be in touch.

Senior paraplanner

Salary: up to £50,000, depending on experience

Location: Woking, Surrey

Role Summary

An excellent opportunity for an experienced Level 6 Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

Responsibilities

Analyse client information from Fact Finds, existing records and meeting notes
Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios
Research products and services to make suitable recommendations
Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
Attend client meetings with financial advisers when required
Work closely with all members of the team to ensure timely business processing and submission
Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
Maintain relationships with product and service providers
Active involvement within the in-house Investment Committee

Requirements

Must hold Level 6 Advanced Diploma
Must have at least 4 years’ experience as a Paraplanner
Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
Technical expertise in investments, pensions, tax allowances, protection, trusts and IHT
Conscientious and diligent with meticulous attention to detail
Excellent command of English, both verbal and in writing
Team player
Locally based or within a reasonable commutable distance from the office

What we offer

Salary up to £50,000 (dependent upon experience)
25 days holiday plus bank holidays
Pension
Discretionary annual bonus
Death in service cover
Support with career development and qualifications
Sociable and professional office environment
Free parking

To apply for this role, please email your CV to [email protected]

Located In Woking

The Forge, 101 Robin Hood Road, Knaphill, Woking, Surrey, GU21 2LS

Apply Now

Refine Your Search

paraplanner jobs in britwell, brk

Senior paraplanner

Planning Support Administrator

Paraplanner FTC 12 month Maternity Cover

Financial Planner - Surrey

Compliance Manager (Financial Advice)

Retirement Support Specialist

Associate Financial Advisor - Hybrid

Financial Adviser (Stokenchurch)

Platform Service Manager

Technical Administrator

Senior Financial Planner

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Senior paraplanner

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