Financial advisory support occupations Work, Jobs in Box, Wil (with Salaries)

Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
12d
Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- School
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
10d
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance

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Paraplanner

The Private Office -
Bath

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
IT
Communication skills
Certificate in Insurance
Time management

Full job description

Are you a Diploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

Providing high quality technical, administrative and research support to the Advisers;

Undertaking whole-of-market research as required, including investments, pensions and protection plans;

Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

Liaising with the Regulatory & Technical team to ensure the advice is compliant;

Be able to prioritise work in your queue by liaising with advisers on a regular basis;

Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

Building strong and effective working relationships with other teams in the firm and third party product providers;

Attending and contributing to meetings – both internal and external

Ensuring that all client records and data are maintained accurately and efficiently;
Participating in ad hoc projects and tasks as and when required.

Benefits

True hybrid working model
Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Key Skills & Experience

CII Diploma in Financial Planning (as a minimum);
The ability to produce comprehensive, accurate, and clear recommendation reports;

Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

Proficiency in complex report writing;

Experience liaising with third party providers;

Excellent grammar, spelling and punctuation skills;

Excellent interpersonal and communication skills;

A high standard of personal organisational and time management skills;

Experience within Private Wealth Management;

Experience of working to targeted service standards and procedures;

A good working knowledge of regulatory requirements;

Ambitious and goal-orientated;

Evidence of continual learning and development of skills and knowledge;

Experience of working unsupervised with a high level of self-motivation;

Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Apply Now

Refine Your Search

financial advisory support occupations jobs in box, wil

Paraplanner

Senior SSAS Specialist

Senior Client Services Specialist

Client Administrator Team Leader - Financial Planning - Bristol

Private Client Service Specialist

Paraplanner (Marlborough)

Apprentice Pensions Administrator

Pensions Administrator

Financial Planning Associate - Bristol

Senior Pensions Administrator

Senior Pensions Associate

Senior Pensions Associate, DB or DC

Other jobs to consider

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