Paraplanner Work, Jobs in Woking, Eng (with Salaries)

Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
6d
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
1d
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
10d
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
8d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Platform Service Manager (6 months FTC)
7IM —London
- Financial services
- Retail management
- Tax experience
23h
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
22h

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Paraplanner
FourPoint Wealth —Newbury
At least 2 years’ paraplanning experience. Paraplanning / Report writing: 2 years (preferred). The role is full time and hybrid, with one day per week in the…
£40,000 - £50,000 a year
Quick apply
21h
Senior Administrator / Paraplanner
Carlton Mays —Bishop's Stortford
In return you will receive a healthy salary plus bonus, flexible working in a forward thinking, modern and ambitious company with progression opportunities.
£28,000 - £40,000 a year
Quick apply
5d

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Paraplanner (Remote)

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time
6 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 woking, eng

Paraplanner (Remote)

Paraplanner

Paraplanner | Knight Frank Finance

Paraplanner

Technical Administrator

Associate Financial Advisor - Hybrid

Client Support Executive

Retirement Support Specialist

Financial Adviser

Head of Paraplanning

Associate, Wealth Management

Compliance Manager (Financial Advice)

Financial Planning Administrator

Platform Service Manager (6 months FTC)

Platform Service Manager (6 months FTC)

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