Financial planner Work, Jobs in Cookham, Brk (with Salaries)

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
IFA Administrator
Recruit Wealth —High Wycombe
- £32,500 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
3d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
4d
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
11d
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
3d
Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
Financial Divisions —St Albans
- £35,000 - £40,000 a year
- Organisational skills
- Communication skills
3d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services

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Financial Planner - Surrey
Menzies LLP —Woking
Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…
IFA Administrator
Recruit Wealth —Weybridge
Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning…
£32,000 - £35,000 a year
3d

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Paraplanner

AFH Wealth Management Cookham
Maidenhead

Quick apply

Job details

Full-time
£26,112.84 - £45,000.00 a year

Benefits

On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Job Overview
We are seeking a dedicated and detail-oriented Paraplanner to join our financial services team in Littlewick Green. The successful candidate will support our financial planners by preparing detailed reports, analysing client data, and assisting with the development of personalised financial plans. This paid position offers an excellent opportunity for individuals passionate about financial planning and seeking to develop their career within the industry. The role requires a proactive approach, strong organisational skills, and a solid understanding of financial services.

Responsibilities

Assist in the preparation of comprehensive financial plans tailored to client needs.
Analyse client data, including income, expenditure, assets, and liabilities.
Support the drafting of investment strategies and recommendations under supervision.
Conduct research on financial products and market trends to inform planning processes.
Prepare documentation for client meetings and ensure all reports comply with regulatory standards.
Maintain accurate records of client interactions and plan updates within the firm’s systems.
Liaise with clients, providers, and internal teams to gather necessary information and facilitate smooth communication.
Keep abreast of changes in financial legislation and industry best practices to ensure compliance.

Qualifications

Proven experience or strong interest in financial services or financial planning. Ideally, Level 4 diploma in Financial Planning.
Knowledge of financial products, investment strategies, and regulatory requirements is desirable.
Excellent organisational skills with the ability to manage multiple tasks efficiently.
Strong analytical skills with attention to detail.
Good communication skills, both written and verbal.
Relevant qualifications or certifications in finance or related fields are advantageous but not essential. This role is ideal for motivated individuals eager to build a career in financial planning within a supportive environment that values professional development and continuous learning.

Pay: £26,112.84-£45,000.00 per year

Benefits:

On-site parking

Work Location: Hybrid remote in Maidenhead SL6 3RX

Quick apply

Refine Your Search

financial planner jobs in cookham, brk

Paraplanner

Financial Planner - Surrey

IFA Administrator

Financial Planning Administrator - 12-month FTC

Financial Administration Assistant

Paraplanner (Stokenchurch)

Client Administrator

Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...

Technical Administrator

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