Paraplanner pensions, investments & Work, Jobs in Grantham Ng32 (with Salaries)

Paraplanner - Pensions, Investments & Mortgages
OS Financial Management Ltd —Stamford
- £35,000 - £50,000 a year
- Full-time
- Microsoft Word
- Customer service
- Analysis skills
Quick apply
10d
Senior Investment Associate, L&G USA OCIO
Legal & General Investment Management —Stamford
- £125,000 - £140,000 a year
- Bachelor's degree
- Employee assistance programme
- Life insurance
Customer Experience Advisor | S1 | Retail Banking | Nottingham 36 CS Branch|
A01 Santander UK plc —Nottingham
- From £25,000 a year
- Part-time
- Cash handling
- Banking
1h
Finance Analyst
ONYX Insight —Nottingham
- Full-time
- CRM software
- Analysis skills
- Accounting
Quick apply
Develop a Vision and Drive Investment for Attenborough Nature Reserve and Visitor Centre
Nottinghamshire Wildlife Trust —Nottingham
- £35,435 a year
- Full-time
- In-person
- Marketing
Quick apply
1d
Junior Finance Cost Business Partner
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
5d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Client Contact Team Member
Lawfront —Nottingham
- Full-time
- Hybrid work
- CRM software
- Business development
- Organisational skills
- Annual leave
- Employee discount
1d
Attenborough Investment Lead
Nottinghamshire Wildlife Trust —Nottingham
- £35,435 a year
- Full-time
- School
Finance Business Partner
NHS Supply Chain —Nottingham
- From £56,476 a year
- Hybrid work
- Employee assistance programme
- Life insurance
1d
Attenborough Investment Lead
Royal Society of Wildlife Trusts —Nottingham
- £35,435 a year
- Full-time
- School
Product Manager - Financial Assurance
ENSEK —Nottingham
- Remote
- Data analysis skills
- Analysis skills
- Agile
- Annual leave
Pension Administrator
FNZ —Nottingham
- Full-time
- Organisational skills
- Communication skills
12d
Financial Advisor
Nelsons —Nottingham
- Full-time
- Hybrid work
- Employee discount
8d
Finance Manager
Active Lincolnshire —Lincoln
- £35,000 - £39,999 a year
- Full-time
- Presentation skills
- Budgeting
1d
Finance (FP&A) Senior Analyst
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Accounting
- Annual leave
5d
Senior Finance Business Partner - Overheads
Commify —Nottingham
- £75,000 - £85,000 a year
- Annual leave
Quick apply
Finance Business Partner
Autajon —Nottingham
- ERP systems
- Data analysis skills
- English
Quick apply
Finance Business Partner
Vision Express —Nottingham
- Business development
- Free parking
- Annual leave

I want to receive the latest job alerts for paraplanner pensions, investments & in grantham ng32

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

Paraplanner - Pensions, Investments & Mortgages

OS Financial Management Ltd
Stamford

Quick apply

Job details

Full-time
£35,000 - £50,000 a year
10 days ago

Qualifications

Microsoft Word
Financial planning
Customer service
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Overview

We are seeking a detail-oriented and proactive Paraplanner who is as a minimum Level 4 Diploma qualified in Financial planning, to join our financial services team with offices in Stamford & Uppingham.

The successful candidate will need to have had at least 2 years of paraplanning experience.

You will play an important role in supporting financial advisers by preparing reports, analysing client data, and assisting with the implementation of financial plans. The role requires strong organisational skills, excellent communication abilities, and a solid understanding of financial services.

Duties

Prepare comprehensive reports and documentation to support financial planning processes.

Analyse client data and financial information to assist in developing tailored financial strategies.

Assist with the preparation of client presentations and review documents.

Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook.

Support the team with administrative tasks such as scheduling meetings and managing client correspondence.

Ensure compliance with regulatory requirements and internal policies during all activities.

Collaborate with advisers to gather necessary information and ensure timely delivery of services.

Contribute to continuous improvement of processes through organisational skills and attention to detail.

Qualifications

Level 4 Diploma in Financial Planning as a minimum (or equivalent)

2 years proven experience in report writing, analysis skills, and administrative roles within financial services or related fields.

Strong organisational skills with excellent time management abilities.

Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook; familiarity with IT systems is essential.

Good communication skills, both written and verbal, with an emphasis on customer service.

Knowledge of financial planning principles and experience working within the financial services industry is highly desirable.

Demonstrated ability to manage multiple tasks efficiently while maintaining accuracy.

Job Types: Full-time, Permanent

Pay: £35,000.00-£50,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

paraplanner pensions, investments & jobs in grantham ng32

Paraplanner - Pensions, Investments & Mortgages

Senior Investment Associate, L&G USA OCIO

Customer Experience Advisor | S1 | Retail Banking | Nottingham 36 CS Branch|

Finance Analyst

Develop a Vision and Drive Investment for Attenborough Nature Reserve and Visitor Centre

Junior Finance Cost Business Partner

Paraplanner

Financial Planner (Virtual)

Client Contact Team Member

Attenborough Investment Lead

Finance Business Partner

Attenborough Investment Lead

Product Manager - Financial Assurance

Pension Administrator

Financial Advisor

Finance Manager

Finance (FP&A) Senior Analyst

Senior Finance Business Partner - Overheads

Finance Business Partner

Finance Business Partner

I want to receive the latest job alerts for paraplanner pensions, investments & in grantham ng32

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected