paraplanner Work, Jobs in epsom, eng (with Salaries)

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
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
Paraplanner
Sedulo —London
- £40,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Organisational skills
- Work from home
- Flexible schedule
Quick apply
3d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
6d
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Microsoft Office
- IT
- Communication skills
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
6h
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
1d
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
3d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner
Legal & General Investment Management —London
- Employee discount
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
Paraplanner
J&T Business Consulting —London
- £35,000 - £55,000 a year
- Full-time
- Communication skills
- Tax experience
- Time management
Quick apply
6d
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
3d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply

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IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in epsom, eng

IFA Administrator/ Trainee paraplanner

TRAINEE PARAPLANNER

Paraplanner

Paraplanner

Paraplanner

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner - Hybrid

Paraplanner

Part Time Paraplanner - Hybrid

Trainee Mortgage Adviser / Paraplanner

Paraplanner

Paraplanner

Paraplanner

Experienced IFA/Pensions Administrators - Richmond based, West London

Paraplanner

PICOP Paraplanner

SJP Financial Administrator

Senior paraplanner

Paraplanner FTC 12 month Maternity Cover

Paraplanner

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