Paraplanner Work, Jobs in Seer Green, Bkm (with Salaries)

Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
3d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
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
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
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
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 | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
12d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
11d

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Accounts Administrator
Partners n Pubs Group —Beaconsfield
Maintain organised filing systems for all financial documents and correspondence. Proven experience in an accounts administration or similar role.
£24,420.00 - £37,997.11 a year
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold…

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Paraplanner (Remote)

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time
3 days ago

Qualifications

Financial planning
Report writing
Microsoft Office

Full job description

Paraplanner

Location: AFH Cookham

Working model: Remote

Contract type: Permanent

Hours: Full-time

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

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 seer green, bkm

Paraplanner (Remote)

Senior paraplanner

Senior Paraplanner

Financial Adviser (Stokenchurch)

Financial Planner - Surrey

Retirement Support Specialist

Trainee/Junior Financial Planner

Head of Paraplanning

Compliance Manager (Financial Advice)

Associate, Wealth Management

Paraplanner

Financial Planning Administrator

Mortgage Administrator / Paraplanner

Paraplanner | Knight Frank Finance

Wealth Paraplanner

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