Paraplanner Work, Jobs in Oxted, Sry (with Salaries)

Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
3h
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
2d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
2d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services

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IFA Administrative Assistant
Fleet Street Wealth —London
Holiday allowance of 23 days, increasing annually and capped 30 days (historically, the office also closes for 2 weeks at Christmas at the discretion of…
Up to £28,000 a year
Quick apply
2d
Administration Assistant to IFA
Professional Partners —Brighton
They will be working closely, in a predominantly administrative capacity, for an independent wealth manager. I am seeking an individual who thrives working in a…
£28,000 - £35,000 a year
Quick apply
7d

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Paraplanner

Enver Wealth Management
London

Quick apply

Job details

Permanent | Full-time
£30,000 a year
3 hours ago

Benefits

On-site gym
Work from home

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Enver Wealth Management Ltd is a reputable firm within the wealth management and financial services industry, dedicated to delivering tailored investment and retirement solutions to high net worth clients. As a highly successful Senior Practice and Appointed Representative of St. James’s Place Wealth Management Plc, we prioritize employee development and offer clear opportunities for career progression.

Summary

'Paraplanner' position available at our busy office located in Canary Wharf in GB. Join our friendly and inclusive team to support our mission of providing exceptional financial solutions and client service, contributing to our continued growth and success.

Responsibilities

Provide high level technical paraplanning support to the Practice;
Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Communicating with clients and other relevant parties to ensure the case is followed through;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Preparing for and assisting with Client review meetings when required;
Work within and stay up to date with template changes and advice notes.

Pay: £30,000.00 per year

Benefits:

On-site gym
Work from home

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in oxted, sry

Paraplanner

IFA Administrative Assistant

Senior paraplanner

Financial Adviser Administrator

Financial Adviser (Maidstone)

Paraplanner FTC 12 month Maternity Cover

Financial Planner - Surrey

IFA Administrator

Compliance Manager (Financial Advice)

Retirement Support Specialist

Senior Financial Planner

Technical Administrator

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