Paraplanner Work, Jobs in Cowley, Oxf (with Salaries)

Junior Paraplanner
Expert Wealth Management —Witney
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
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
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
13d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
7d
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

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Junior Paraplanner

Expert Wealth Management
Witney

Quick apply

Job details

Full-time

Benefits

Free parking
Health & wellbeing programme
Company pension
Private medical insurance
Sabbatical
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Overview
We are seeking a motivated Junior Paraplanner to join our financial services team preferably Diploma Level 4. This is an excellent opportunity for someone looking to take the next step in their career within financial services, offering structured training, full study support, and clear progression into a fully qualified Paraplanner role.

Responsibilities

Assist with the preparation of detailed financial reports and documentation for clients
Support senior paraplanners and financial advisers with research and analysis tasks
Gather and review information from providers and third parties
Analyse data to support financial planning recommendations
Assist in drafting and preparing suitability reports
Contribute to the drafting of client correspondence and communication materials
Help ensure compliance with industry regulations and company policies
Manage administrative tasks related to client files, appointments, and follow-ups
Develop organisational skills by prioritising tasks effectively to meet deadlines
Participate in training sessions to enhance knowledge of financial planning processes and systems

Requirements

Experience within financial services (IFA / wealth management preferred) or paraplanning support role
Strong report writing and analysis skills with an interest in financial services
Good communication skills, both written and verbal, with a professional manner
Basic understanding of financial planning principles is desirable but not essential; willingness to learn is crucial
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; IT literacy is essential
Excellent organisational skills with the ability to manage time effectively
Previous administrative experience or customer service background is advantageous
Ability to work well within a team environment and demonstrate strong attention to detail
A proactive attitude towards learning about the financial profession and regulatory environment

This position offers a valuable pathway into the financial planning sector for ambitious individuals seeking practical experience in a supportive setting.

This is a hybrid position.

Benefits:

Company pension
Free parking
Health & wellbeing programme
On-site parking
Private medical insurance
Sabbatical

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in cowley, oxf

Junior Paraplanner

Paraplanner

Paraplanner

Paraplanner (Stokenchurch)

Protection Paraplanner

Client Services Administrator

Financial Adviser (Stokenchurch)

Client Services Administrator

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