Paraplanner Work, Jobs in Dawley, Shr (with Salaries)

Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
13d
Independent Financial Advisor
Jerroms —Halesowen
- Organisational skills
- Communication skills
Quick apply
6d

Discover related jobs

Based on your search for paraplanner jobs.

Commercial Finance Analyst
AO World —Telford
Be a VIP at the AO Arena; we have loads of opportunities to win free tickets and pre-sale access! Making a difference; 2 fully paid days a year to donate your…
£35,000 a year
12d
Data Analyst
PDSA —Telford
Retail and Holiday Discounts via our fetch platform, giving you access to a wide range of deals. Stakeholder Collaboration – Work closely with business…
£42,783 - £45,350 a year
13d

I want to receive the latest job alerts for paraplanner in dawley, shr

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

Explore jobs in more locations

paraplanner jobs near dawley, shr

Academic Advisor jobs in London

Financial Advisor jobs in Jersey

Financial Advisor jobs in Bradford

Financial Advisor jobs in Ballymena

Financial Advisor jobs in Northern Ireland

Financial Crime jobs in Edinburgh

Financial Administrator jobs in Plymouth

Financial Administrator jobs in London

Financial Administrator jobs in Radlett

Office Administrator jobs in London

Financial Administrator jobs in Chelmsford

Administrator jobs in Sheffield

Trainee Independent Financial Services Administrator

JPM Insurance Advisers Ltd
Halesowen

Quick apply

Job details

Full-time
13 days ago

Qualifications

Microsoft Excel
Microsoft Office
Organisational skills
Communication skills

Full job description

About Us

A firm of Independent Financial Advisers, at JPM Insurance Advisers Ltd, we help individuals and businesses navigate their financial futures and we pride ourselves on always giving our customers an exceptional client service.

We don't expect you to know everything about the financial world on day one, however, we are looking for someone with the right mindset, attitude, personality and a drive to learn to join our growing Financial Services team.

The Role

As a Trainee Financial Services Administrator, you will become a member of a client-facing team. This is an entry level/foundation role designed specifically for someone looking to understand the inner workings of wealth management, financial planning, and investment services. You will learn on the job the regulatory framework to be followed, alongside the client management systems and business processes we follow.

What You'll Do

Client Onboarding & Administration: Prepare, process, and track client application forms, ensuring compliance with strict regulatory standards (like KYC/Know Your Customer and AML/Anti-Money Laundering, and Consumer Duty).
Data & Systems Management: Maintain accurate client records within our CRM (Customer Relationship Management - Intelliflo) platform and portfolio management systems.
Reporting Support: Assist financial advisers in compiling valuation reports, annual reviews, and presentation materials for high-net-worth clients.
Query Resolution: Act as a reliable point of contact for routine administrative queries from clients, providers, and financial advisers.

Who You Are

Tech-Savvy: You possess strong baseline skills in Microsoft Office (especially Excel) and learn new software and digital tools quickly.
An Adaptable Communicator: You can explain complex details clearly, whether writing an email to a provider or speaking to a teammate.
Proactive & Curious: You don’t just execute tasks; you want to understand why they matter to the broader business strategy.
Personable: You are an effective communicator, both verbally and written and will be happy working alongside your colleagues as a member of a team.

What We Offer You

Professional Qualification Support: We fully fund and support study leave for industry-recognized certifications, such as the CII.
Career Progression: on the job training and the opportunity to study the CII qualifications to advance your career into roles such as Paraplanner, or Financial Advisor.
Perks: The role comes with 20 days holiday entitlement increasing to 25
Working Hours: 9am to 5pm Monday to Thursday with an hour for lunch & 8am to 1.30 Friday

Job Type: Full-time

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in dawley, shr

Trainee Independent Financial Services Administrator

Independent Financial Advisor

Discover related jobs

I want to receive the latest job alerts for paraplanner in dawley, shr

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected