Trainee financial Work, Jobs in Farnborough, Eng (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
13d
Retail Management Graduate Programme
Decathlon UK —Farnborough
- Leadership
- Employee assistance programme
- Employee discount
Trainee Accountant (Audit)
Galloways Accounting —Horsham
- From £24,784.50 a year
- Full-time
- IT
- In-person
- Communication skills
Quick apply
Graduate Management Trainee - Guildford / Woking
Enterprise Mobility —Guildford
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - Basingstoke / Farnborough / Aldershot
Enterprise Mobility —Basingstoke
- Full-time
- Sales
- Customer service
- Bachelor's degree
Trainee Bus Driver
Stagecoach —Aldershot
- £13.56 - £698.00 a week
- Overtime
- Driving
- Annual leave
- Employee discount
Trainee Accountant (General Practice)
Galloways Accounting —Horsham
- From £24,784.50 a year
- Full-time
- IT
- In-person
- Communication skills
Quick apply
Graduate Management Trainee - Middlesex / London Heathrow / Uxbridge
Enterprise Mobility —Uxbridge
- Full-time
- Sales
- Customer service
- Bachelor's degree
Postperson with Driving
Royal Mail Group —Fleet
- Part-time
- Employee discount
Graduate Management Trainee - Reading
Enterprise Mobility —Reading
- Full-time
- Sales
- Customer service
- Bachelor's degree
Trainee Estate Agent Wimbledon
Dexters —Teddington
- No experience needed
- Employee discount
Quick apply
5d
Trainee Estate Agent Richmond & Kingston Borough
Dexters —Kingston upon Thames
- No experience needed
- Employee discount
Quick apply
Paralegal
HCR —Reading
- Communication skills
- Annual leave
- Gym membership
Graduate Management Trainee - High Wycombe / Aylesbury
Enterprise Mobility —High Wycombe
- Full-time
- Sales
- Customer service
- Bachelor's degree
Finance Applications System Admin
ATG Entertainment Limited —Woking
- £50,000 a year
- Full-time
- Azure
- Accounting
- IT
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Trainee Utility Surveyor
Macleod Simmonds —Woking
- £20,350 - £23,810 a year
- Overtime
- In-person
- Employee assistance programme
- Employee discount
Trainee Utilities Surveyor
Jacobs —Reading
- Hybrid work
- In-person
- Communication skills
- Employee assistance programme
Trainee Operative (Traffic Management)
VolkerWessels —Wokingham
- Maintenance
- Communication skills
- Annual leave
- Employee assistance programme
7d
Trainee Lettings Negotiator
Eddison White —Kingston upon Thames
- £23,500 a year
- Communication skills
9d

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Administrator/Paraplanner/Trainee Paraplanner

FGA Wealth Ltd
Guildford

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
13 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

Refine Your Search

trainee financial jobs in farnborough, eng

Administrator/Paraplanner/Trainee Paraplanner

Retail Management Graduate Programme

Trainee Accountant (Audit)

Graduate Management Trainee - Guildford / Woking

Graduate Management Trainee - Basingstoke / Farnborough / Aldershot

Trainee Bus Driver

Trainee Accountant (General Practice)

Graduate Management Trainee - Middlesex / London Heathrow / Uxbridge

Postperson with Driving

Graduate Management Trainee - Reading

Trainee Estate Agent Wimbledon

Trainee Estate Agent Richmond & Kingston Borough

Paralegal

Graduate Management Trainee - High Wycombe / Aylesbury

Finance Applications System Admin

Technical Administrator

Trainee Utility Surveyor

Trainee Utilities Surveyor

Trainee Operative (Traffic Management)

Trainee Lettings Negotiator

I want to receive the latest job alerts for trainee financial in farnborough, eng

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