Paraplanner Work, Jobs in Harmondsworth, Gtl (with Salaries)

Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
4d
Wealth Administrator - 12 month FTC
Royal Bank of Canada —London
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
8d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Platform Service Manager (6 months FTC)
7IM —London
- Financial services
- Retail management
- Tax experience
10d
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
11d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Investment Specialist Administrator
TrinityBridge —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
10d

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Financial Planner
The Progeny Group Limited —Worthing
Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…
Quick apply
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
Adhere to the Company’s business principles, high standard of ethics and treating customers fairly obligations. Experience of using cash flow modelling tools.
£150,000 - £400,000 a year
Quick apply

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Paraplanner (Remote)

AFH Financial Group -
Cookham

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Job details

Full-time

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 harmondsworth, gtl

Paraplanner (Remote)

Mortgage Administrator / Paraplanner

Wealth Administrator - 12 month FTC

Trainee/Junior Financial Planner

Platform Service Manager (6 months FTC)

Client Support Executive

Technical Administrator

Financial Adviser

Paraplanner | Knight Frank Finance

Investment Specialist Administrator

Financial Planning Administrator

Head of Paraplanning

Platform Service Manager (6 months FTC)

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