senior paraplanner Work, Jobs in england (with Salaries)

Senior Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
- Employee discount
5d
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
- £65,000 a year
- Leadership
1d
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
13d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Senior Paraplanner
Informed Financial Planning —Hessle
- £38,514 - £45,864 a year
- Full-time
- English
- Mentoring
- Financial services
- Free parking
Quick apply
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
14d
Paraplanner
Lloyds Wealth —Leeds
- From £44,502 a year
- Full-time
- English
- Annual leave
- Work from home
1d
Wealth Planning Director
Schroders —Manchester
- Full-time
Senior Paraplanner
YorWealth Ltd —York
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Free parking
Quick apply
13d
Paraplanner Team Leader
Clifton Wealth Partnership Ltd —Bristol
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
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
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Senior Administrator
Tirebuck Recruitment —Coventry
- £28,000 - £33,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Junior Paraplanner
Expert Wealth Management —Witney
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
14d
Design Lead, London
Marloo —London
- £80,000 - £100,000 a year
- Full-time
- Windows
Quick apply
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree

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Senior Paraplanner

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
5 days ago

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Report writing
Microsoft Office
Communication skills

Full job description

Senior Paraplanner

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner,.

This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

As our Senior Paraplanner, you will typically:

Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary
Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
Manage your diary effectively and proactively to ensure you adhere to SLA’s whilst ensuring the key performance metrics are met
Complete tax and other complex ad-hoc calculations for clients and advisers, as and when required
Support the training and onboarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails
Develop a thorough understanding of the firm’s Advice Guidance, as and when delivered
Identify any process issues/improvements and escalate to management for investigation.

What we are looking for in our ideal Senior Paraplanner:

Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
Experience in an IFA environment, demonstrating quality communication both written and verbal.
A high level of accuracy and attention to detail in written/numerical skills
Good working knowledge of Microsoft Office application
Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skills.

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Paraplanner, get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

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senior paraplanner jobs in england

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