Paraplanner Work, Jobs in Portchester, Ham (with Salaries)

Paraplanner
Howard Wealth Management Ltd —Lee-on-the-Solent
- £30,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
Quick apply
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
- £25,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- In-person
Quick apply
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience

Discover related jobs

Based on your search for paraplanner jobs.

Assembler
Andair ltd —Portsmouth
Responsibilities include: Understand and follow assembly instructions, assembling and completing sub assembly, picking components out of the carousel and…
£15 an hour
Quick apply
6d
Retail Optical Assistant
Vision Express —Portsmouth
Confident engaging with customers and recommending products. Full-time Optical Assistants meeting targets can earn £85–£520/month bonus — with uncapped…

I want to receive the latest job alerts for paraplanner in portchester, ham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near portchester, ham

Paraplanner jobs in Woking Gu21

Paraplanner Paraplanner jobs in Scotland

Senior Paraplanner jobs in Redditch B96

Paraplanner jobs in Bristol

Paraplanner Manager jobs in London

Senior Paraplanner jobs in Glasgow

Client Services Manager jobs in Guildford

Client Services Manager jobs in Fairford

Private Client Paralegal jobs in London

Client Services Manager jobs in Stockport

Client Services Manager jobs in Bath

Housekeeping Manager jobs in London

Paraplanner

Howard Wealth Management Ltd
Lee-on-the-Solent

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year

Benefits

Free parking
Company pension

Qualifications

Financial planning
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Overview
We are seeking an experienced Paraplanner to join our financial services team in Lee On The Solent. This role offers an excellent opportunity for individuals passionate about financial planning and looking to develop their career within a professional environment. The successful candidate will support financial advisers by preparing and analysing client information, ensuring compliance, and assisting in the delivery of tailored financial solutions. This paid position is ideal for those with a keen interest in the financial services sector and a desire to grow their expertise.

Note: Applicants must have a minimum of Level 4 Qualification and must have prior Paraplanning experience.

Duties

Assist in the preparation of client financial plans, including cash flow analysis, investment strategies, and retirement planning.
Gather and verify client data to ensure accuracy and completeness for financial advice purposes.
Conduct research on various financial products and market conditions to support adviser recommendations.
Prepare documentation required for client meetings, including reports, summaries, and compliance paperwork.
Maintain organised client records in accordance with regulatory standards and company policies.
Support the adviser team with administrative tasks related to client onboarding and ongoing service delivery.
Stay updated on changes within the financial services industry, particularly relating to financial planning regulations and best practices.

Skills

Prior experience in financial services or financial planning is required.
Excellent organisational skills with the ability to manage multiple tasks efficiently.
Strong analytical skills with attention to detail when reviewing client information and financial data.
Good communication skills, both written and verbal, to effectively liaise with clients and team members.
Proficiency in relevant software applications such as Microsoft Office, familiarity with specialised financial planning tools such as FE, Transact, Volume is advantageous.
A proactive approach with a commitment to continuous professional development within the financial sector. This position offers a valuable pathway into the world of financial planning, supporting career growth through hands-on experience in a professional setting.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking

Experience:

Paraplanning: 2 years (required)

Licence/Certification:

Level 4 Qualification Certificate in Financial Planning (required)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in portchester, ham

Paraplanner

Paraplanner

Client Services Manager/ Trainee Paraplanner

Chartered Financial Planner

Discover related jobs

I want to receive the latest job alerts for paraplanner in portchester, ham

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected