Paraplanner Work, Jobs in Crawley, Wsx (with Salaries)

Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
7d
Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
10d
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
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
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
19h
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
3d
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Experienced IFA/Pensions Administrators - Richmond based, West London
Asquire Wealth Management Ltd —Richmond
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Chartered Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Paraplanner

AAB -
Crawley

Apply Now

Job details

Permanent
7 days ago

Benefits

Annual leave
Company pension
Employee assistance programme
Private medical insurance
Paid volunteer time
Flexible schedule

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Organisational skills
Communication skills
Certificate in Insurance

Full job description

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITTMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities

Support the Financial Planners, applying your technical knowledge to provide client solutions.
Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
Build client relationships, establishing a key point of contact role for clients.
Carry out research, analysis and due diligence of client holdings.
Prepare technical calculations.
Identify information required to compile a financial plan.
Prepare client cash flow reports, using our cash flow modelling software.
Prepare suitability reports to a high standard, in line with our recommendations.
Attend client meetings where appropriate.
Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
Work to target Key Performance Indicators / Service Level Agreements.
Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
Review client files upon completion of business.
Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s Commitment to continuous improvement.
Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standard of working.
Keep up to date with legislative changes and always adhere to compliance requirements.

Experience & qualifications

PERSON SPECIFICATION
QUALIFICATIONS

CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
CII Advanced Diploma in Financial Planning (working towards preferred)

EXPERIENCE

3-4 years’ relevant work experience
Previous experience of working in a similar role
Working to tight deadlines
Analysing client portfolios
Technical compliance and advisory work

KNOWLEDGE

Sound knowledge of financial products and plans and technical calculations
Good working knowledge of relevant legislation and industry best practice
Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages

SKILLS & QUALITIES

Excellent organisational skills
Strong communication skills – both written and oral
Excellent attention to detail
Logical thinking and problem-solving skills
Ability to have the client at the heart of what the teams do
Good team player with the ability to build effective relationships at all levels
Ability to work on own initiative and to tight deadlines
Self-motivated, and able to develop ideas into practice
Dedication to continuing professional development (CPD)

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

Annual leave (plus public holidays), with the option to buy or carry over leave
Enhanced parental leave (maternity, paternity, adoption)
Paid volunteering day to support causes that matter to you

Health & Wellbeing

Private Medical Insurance (PMI) for you and the option to cover family members
Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
Death in Service benefit

Financial Security

Competitive pension scheme
Life assurance policies to support you and your family

Flexible & Agile Working

Hybrid working model
Agile working culture that supports flexible hours and smarter working
Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

About AAB

Apply Now

Refine Your Search

paraplanner jobs in crawley, wsx

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