paraplanner Work, Jobs in farnham, sry (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
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
Benchmark Capital —Horsham
- Full-time
- Microsoft Office
- IT
- Communication skills
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
2d
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
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
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
5d
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English

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Junior Financial Analyst / Trader
Next gen ft limited —Bromley
To qualify for live capital management and permanent SWV sponsorship, Academy candidates must hold or complete the VTCT Level 7 Diploma in Applied Financial…
£45,800.00 - £67,813.80 a year
Quick apply
Financial Assessment & Income Officer
Hertfordshire County Council —Farnham
Strong customer service skills, with experience handling enquiries and resolving queries in a professional and empathetic manner.
£31,537 - £34,434 a year
5d

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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 farnham, sry

IFA Administrator/ Trainee paraplanner

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner

Paraplanner

Planning Support Administrator

Paraplanner

Client Services Administrator

SJP Financial Administrator

Senior paraplanner

Chartered Financial Planner

Technical Administrator

Client Services Administrator

Financial Planner - Surrey

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