Paraplanner Work, Jobs in Chilworth, 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
7d
IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
14d
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Paraplanner
Connells Group —Camberley
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
6d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
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
9d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
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
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
10d
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

Discover related jobs

Based on your search for paraplanner jobs.

Outpatients Booking Coordinator - Band 4
Royal Surrey NHS Foundation Trust —Guildford
The successful candidate will have clear, concise verbal and written communication skills honed from previous experience to enable accurate records and…
£29,812 - £32,715 a year
2d
Warehouse Operator
NetXL Ltd —Guildford
Keeping standards high in a busy warehouse environment. Picking, packing, and handling stock. £27,000 pa | 40 hours per week | Overtime available (£14ph).
£27,000 a year
Quick apply
3d

I want to receive the latest job alerts for paraplanner in chilworth, sry

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

Administrator/Paraplanner/Trainee Paraplanner

FGA Wealth Ltd
Guildford

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
7 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

paraplanner jobs in chilworth, sry

Administrator/Paraplanner/Trainee Paraplanner

IFA Administrator/ Trainee paraplanner

Part Time Paraplanner - Hybrid

Senior paraplanner

Paraplanner

Paraplanner - Hybrid

Paraplanner

Paraplanner

Planning Support Administrator

Technical Administrator

Paraplanner

Financial Planner - Surrey

Client Services Administrator

SJP Financial Administrator

Client Services Administrator

Senior Financial Planner

Discover related jobs

I want to receive the latest job alerts for paraplanner in chilworth, sry

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected