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

IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
5d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
13d
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
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
11d
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
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
4d

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Paraplanner | Knight Frank Finance
Knight Frank —London
Previous experience in mortgage and/or protection administration. Work closely with administration and compliance teams to ensure timely case completion.
5d

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IFA Administrator

Fleet Street Wealth
London

Quick apply

Job details

Full-time
£25,000 - £35,000 a year

Benefits

Company pension

Qualifications

Financial planning
Report writing
GCSE
Organisational skills
Financial services

Full job description

Benefits:

Discretionary annual bonus
Opportunity to join the Graduate Trainee Programme
23 day holiday allowance, increasing with length of service
2 week Christmas closure (at Directors discretion)
Pension with salary sacrifice option
Death in Service
Income Protection
Charitable corporate support with two volunteer days pa
Exam support (if desired)

The firm, the department, and the role

Do you have some experience within a busy London IFA firm?

Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed.

We pride ourselves in being a forward-thinking company, adaptable and always striving to be better. We are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. We now seek to recruit an administrator, who has at least 1 year IFA adminsitration experience, to join our team. This will particularly suit if you want structured career development, mentoring, exam support, progressing into any IFA career role desired, be that a senior administrator or a technical role with the opportunity to provide client advice in the future.

You will have the flexibility of working from home and the office. A minimum of 3 days is expected in the office after passing your probation period.

Key accountabilities & responsibilities

Perform general back office duties
Learn all firm processes and our ‘client journey’, as well as all compliance requirements
Prepare valuations and supporting documentation for client review meetings
Perform fund switches and rebalances
Prepare applications and supporting documentation for client new business
Ensure all communications with the client is recorded accurately
Upload new business proposals on to the system accurately and compliantly
Handle day to day enquiries from clients, providers, advisers and paraplanners
Keep our back-office system up to date

Essential Experience required for this role (if you do not meet this, please do not apply as we will not get in contact)

A minimum of 1 year administration experience in an IFA firm
A minimum of B in Maths and English at GCSE (or equivalent)
A minimum of a 2:1 degree in a relevant subject (e.g. Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme
Excellent prioritisation skills to meet, if not exceed, deadlines
The ability to manage expectations of all staff and clients

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Experience:

IFA administration: 1 year (required)

Work Location: Hybrid remote in London

Quick apply

Refine Your Search

paraplanner jobs in oxted, sry

IFA Administrator

Paraplanner | Knight Frank Finance

Associate Financial Advisor - Hybrid

Technical Administrator

Compliance Manager (Financial Advice)

Retirement Support Specialist

Financial Planner - Surrey

Trainee/Junior Financial Planner

Head of Paraplanning

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Paraplanner

Mortgage Administrator / Paraplanner

Wealth Paraplanner

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