Paraplanner Work, Jobs in Beaconsfield, Bkm (with Salaries)

Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
6d
Paraplanner / Trainee Mortgage Adviser
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
7h
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Paraplanner
Eight Financial Advice —Marlow
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
14d
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
14d
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Part Time Paraplanner
Merryoaks Property Finance —Fleet
- £20,000 - £25,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Outlook
- Work from home
Quick apply
5d
Paraplanner
The Surrey Mortgage Company —Ashtead
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
5d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
4d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
7IM —London
- Microsoft Word
- Writing skills
- Continuous improvement
6d
IFA Paraplanner at Independent Financial Adviser Practice
Professional Assured Financial Services Ltd —London
- From £45,000 a year
- Full-time
- Writing skills
- Organisational skills
- In-person
- Health & wellbeing programme
- Life insurance
Quick apply
9h
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills

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Paraplanning Administrator (IFA)

EJS Financial Planners Ltd
High Wycombe

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
6 days ago

Benefits

Company pension
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Report generation
Administrative support experience
Financial report writing
Case record updates
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

Job Overview

We are seeking a proactive and detail-oriented Paraplanning Administrator to join our financial services team. In this role, you will support our Independent Financial Advisors (IFAs) by preparing comprehensive financial reports, conducting analysis, and ensuring all client documentation is accurate and compliant.

This position offers an excellent opportunity for an individual with a strong interest and experience in financial planning and administrative excellence to contribute effectively within a professional and supportive office environment.

Duties

Support the smooth processing and tracking of paraplanning‑related administrative tasks, under the guidance of the Paraplanner.
Gather, organise, and maintain client information and documentation to support paraplanners in the preparation of advice. (Pension info calls / Research)
Provide support with standard client reports and documentation, ensuring information is correctly formatted and ready for paraplanner review.
Work collaboratively with paraplanner, advisers, and Operations Manager to maintain consistent processes and service standards.
Assist in the preparation and distribution of complex client annual review packs, ensuring records are accurate and complete
Prepare, process, and monitor new business submissions across a range of investment and provider platform.
Proactively follow through cases to completion, keeping clients and advisers regularly updated with progress
Ensure consistent record keeping with regular updates to new business register and tasks as required for each process
Use a range of systems and software effectively, including Microsoft Office, Intelligent Office, Papercloud, FE Analytics and provider platforms.
Respond to routine client, adviser, and provider enquiries in a timely and professional manner, escalating matters when necessary.
Develop knowledge of financial products, platforms, and regulatory standards applicable to paraplanning, undertaking training and learning as required.
Keep accurate and up‑to‑date client records in line with data protection and internal procedures.
Completion of the 1st of the month valuations (DFMS s and Client Issued)

Experience

Previous IFA administrative & Paraplanning experience within financial services is essential
Some experience with IO would be be beneficial.
Proficiency in report writing, Microsoft Office (Word, Excel, Outlook)
Excellent communication skills to interact confidently with clients and team members.
Knowledge of financial planning processes and terminology is advantageous
Strong organisational skills with the ability to manage multiple priorities efficiently while maintaining attention to detail.
Familiarity with IT systems used in financial services environments will be beneficial.

Other Information

Salary dependent on experience
Study support offered

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension
Life insurance
On-site parking

Experience:

IFA Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in beaconsfield, bkm

Paraplanning Administrator (IFA)

Paraplanner / Trainee Mortgage Adviser

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