paraplanner Work, Jobs in elstead, sry (with Salaries)

Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
2d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
9d
Paraplanner
Connells Group —Camberley
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
2d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
5d
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
4d
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Chartered Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Personal Wealth Adviser
Lloyds Wealth —Southampton
Flexibility . You’ll manage your own schedule, predominately working from home, meeting with clients at their homes or at one of our hub locations.
£65,000 - £80,000 a year
3d
Relationship Management Apprentice
National Westminster Bank PLC —Guildford
As a Relationship Management Apprentice, you’ll build strong relationships with new and existing customers, focusing on delivering an excellent experience and…
£62,440 - £93,660 a year

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Administrator/Paraplanner/Trainee Paraplanner

FGA Wealth Ltd
Guildford

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
2 days ago

Benefits

Company pension

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
GCSE
Financial services
Communication skills

Full job description

FGA Wealth Ltd are an Independent Financial Advisers offering a wide range of services to meet the needs of our clients, helping them to achieve their long-term financial objectives. We are looking for an Administrator and/or a Paraplanner/Trainee Paraplanner to join the team in our Guildford Office.

Experience Required/Desirable

To be successful in this role, you should:-

· Hold a minimum of 5 GCSE’s (A-C/9-4 including Maths and English) and preferably you will already be experienced working for an IFA firm

· Have attained, or wish to work towards, the relevant industry qualifications

· Be proficient in Microsoft Word and Excel

· Have good organisation and prioritisation skills

· Have excellent written and verbal communication skills

Main Duties

The main duties include, but are not limited to:-

Administrator

· Deal with client and provider correspondence

· Answer telephones and deal with client non-advice queries

· Assist with preparation of client reviews

· Obtain valuations and Illustrations

· Arrange client/adviser meetings

· Process New Business

· Ensure client records on our back-office system are accurate and compliant

Paraplanner/Trainee Paraplanner

· Produce compliant suitability reports to support adviser recommendations

· Conduct technical research into products, providers, and planning strategies

· Support advisers with client servicing, reviews, and ongoing queries

· Serve as a point of contact for routine adviser and client enquiries

· Prepare review documentation and source illustrations where required

· Stay current with industry legislation, products, and regulatory requirements

Benefits

20 days holiday plus bank holidays

Pension

Application Process

Please forward your CV together with an accompanying covering letter specifying which role you wish to apply for.

Pay: £27,000.00-£35,000.00 per year

Ability to commute/relocate:

Guildford GU1 4UX: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

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paraplanner jobs in elstead, sry

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner

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Paraplanner

Senior paraplanner

Client Services Administrator

Paraplanner

Technical Administrator

SJP Financial Administrator

Planning Support Administrator

Financial Planner - Surrey

Chartered Financial Planner

Client Services Administrator

Senior Financial Planner

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