Paraplanner Work, Jobs in Crondall, Ham (with Salaries)

Paraplanner
Scott Financial Limited —Fleet
- Up to £45,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
5d
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
1d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
1d
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
2d

Discover related jobs

Based on your search for paraplanner jobs.

Trainee Financial Advisor
Humboldt Financial —London
CII DipFA qualified (or equivalent Level 4). UK-based and authorised (or able to be) under our FCA registration.
£37,500 - £45,000 a year
Quick apply
Clerk to Farnham Educational Foundation
Farnham Educational Foundation —Farnham
Provide financial administration including managing income and expenditure and processing payments. The Farnham Educational Foundation is seeking an organised…
£20 an hour
Quick apply

I want to receive the latest job alerts for paraplanner in crondall, ham

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

Paraplanner

Scott Financial Limited
Fleet

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £45,000 a year

Benefits

Free parking
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
IT
Communication skills
Certificate in Insurance

Full job description

Overview

Scott Financial is a successful, growing firm of Financial Advisers based in Church Crookham, Hampshire. We are currently seeking an experienced, self-motivated Paraplanner to join our small, friendly team.

Supporting our Advisers, and working with a wide range of clients, the ideal candidate will be personable but professional, with excellent communication skills. With 3+ years experience in a similar paraplanning role, you will be organised and methodical with a keen eye for detail.

You will provide a vital role in supporting 4 Advisers by preparing suitability reports, conducting research and ensuring all advice is compliant.

Main Duties:

Review policy information prepared by the administration team
Analyse Fact finds and client notes
Conduct research across planning areas including Pensions, Drawdowns, Investments, Bonds, VCTs & EISs and IHT planning
Prepare suitability and cashflow reports for final sign off by the Adviser
Check and submit new business cases
Ensure all documentation adheres to compliance standards
Liaise with Advisers, the administration team, providers, network and clients
Maintain and update the back-office system
Keep up to date with industry and legislation changes
Assist with ad-hoc project work.

Strong IT skills and proficiency with Microsoft Office (Outlook, Word and Excel) is essential. Experience of our back-office system, Intelliflo, as well as the 7IM, Aegon ARC, Nucleus and Parmenion platforms is desirable as well as the use of FE Analytics and CashCalc. Although not essential, any CII qualifications would be an advantage.

Working days / hours flexible, 25-35 hours per week total.

Please apply with your most up to date CV. All applicants will be considered, however, only those selected for interview will be contacted (usually within one week of application).

Pay: Up to £45,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in crondall, ham

Paraplanner

Paraplanner

Paraplanner (Remote)

Senior Paraplanner

Paraplanner

Senior paraplanner

Paraplanner

Senior Paraplanner

Mortgage Administrator / Paraplanner

Chartered Financial Planner

Protection Paraplanner

Technical Administrator

Financial Planner - Surrey

Client Support Executive

Discover related jobs

I want to receive the latest job alerts for paraplanner in crondall, ham

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected