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

Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
5d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- Computer skills
- Communication skills
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- Supervising experience
- Team management
- Mentoring
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- Financial services
- Communication skills
Quick apply
Client Administrator - London
Atomos —London
- Hybrid work
- CRM software
- Financial services
- AI
3d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
IFA Administrator (Fixed Term Contract)
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
Quick apply
5d
Group Risk Administrator - Employee Benefits
Moore Kingston Smith —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Quality control
- Employee assistance programme
Quick apply
13d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Trainee Wealth Planner
Hoxton Wealth —London
Quick apply
Financial Planner
AAB —London
- Hybrid work
- Mentoring
- Agile
- Communication skills
- Annual leave
- Employee assistance programme
11d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Writing skills
- Organisational skills
Quick apply
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply

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Paraplanning Administrator (IFA)

EJS Financial Planners Ltd
High Wycombe

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
5 days ago

Benefits

Company pension
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Report generation
Administrative support experience
Financial report writing
Case record updates
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Data collection
Communication skills

Full job description

Job Overview

We are seeking a proactive and detail-oriented Paraplanning Administrator to join our financial services team. In this role, you will support our Independent Financial Advisors (IFAs) by preparing comprehensive financial reports, conducting analysis, and ensuring all client documentation is accurate and compliant.

This position offers an excellent opportunity for an individual with a strong interest and experience in financial planning and administrative excellence to contribute effectively within a professional and supportive office environment.

Duties

Support the smooth processing and tracking of paraplanning‑related administrative tasks, under the guidance of the Paraplanner.
Gather, organise, and maintain client information and documentation to support paraplanners in the preparation of advice. (Pension info calls / Research)
Provide support with standard client reports and documentation, ensuring information is correctly formatted and ready for paraplanner review.
Work collaboratively with paraplanner, advisers, and Operations Manager to maintain consistent processes and service standards.
Assist in the preparation and distribution of complex client annual review packs, ensuring records are accurate and complete
Prepare, process, and monitor new business submissions across a range of investment and provider platform.
Proactively follow through cases to completion, keeping clients and advisers regularly updated with progress
Ensure consistent record keeping with regular updates to new business register and tasks as required for each process
Use a range of systems and software effectively, including Microsoft Office, Intelligent Office, Papercloud, FE Analytics and provider platforms.
Respond to routine client, adviser, and provider enquiries in a timely and professional manner, escalating matters when necessary.
Develop knowledge of financial products, platforms, and regulatory standards applicable to paraplanning, undertaking training and learning as required.
Keep accurate and up‑to‑date client records in line with data protection and internal procedures.
Completion of the 1st of the month valuations (DFMS s and Client Issued)

Experience

Previous administrative & Paraplanning experience within financial services is essential
Proficiency in report writing, Microsoft Office (Word, Excel, Outlook)
Excellent communication skills to interact confidently with clients and team members.
Knowledge of financial planning processes and terminology is advantageous
Strong organisational skills with the ability to manage multiple priorities efficiently while maintaining attention to detail.
Familiarity with IT systems used in financial services environments will be beneficial.

Other Information

Salary dependent on experience
Study support offered

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in datchet, brk

Paraplanning Administrator (IFA)

Financial Planner - Surrey

Trainee Wealth Manager

Financial Planning (IFA) Administrator

Wealth Planner

Retirement focused Financial Planning Manager – Leading Wealth Manager

Financial Planning Associate

Financial Planning / Advice, Team Leader (Regulated Supervisor)

Associate Financial Planner

Financial Planning Client Administrator

Client Administrator - London

Senior Paraplanner

IFA Administrator (Fixed Term Contract)

Group Risk Administrator - Employee Benefits

Technical Administrator

Trainee Wealth Planner

Financial Planner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

IFA Administrator

Paraplanner

I want to receive the latest job alerts for financial planner in datchet, brk

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