Paraplanner Work, Jobs in Halifax, Wyk (with Salaries)

Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
20h
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
2d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
8d
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
2d

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Paraplanner

Daintree Wealth Management
Manchester

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Job details

Permanent | Full-time
£45,000 - £50,000 a year
20 hours ago

Benefits

Health & wellbeing programme
Financial planning services
Company pension
Company events
Gym membership

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Continuous improvement
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Overview
We are seeking a detail-oriented and proactive career Paraplanner who is as a minimum Level 4 Diploma qualified in Financial planning, to join our financial services team in central Manchester.

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. This paid position offers an excellent opportunity for individuals looking to develop their career as a paraplanner within the financial planning sector, providing valuable experience in a professional environment. 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.
Previous administrative experience is advantageous but not mandatory; training will be provided for specific responsibilities. This role offers a structured environment for professional growth within the financial planning sector, fostering skills that are essential for future advancement in the industry.

Job Types: Full-time, Permanent

Pay: £45,000.00-£50,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Gym membership
Health & wellbeing programme

Application question(s):

Do you hold the Level 4 Diploma in Financial Planning?

Experience:

paraplanning: 5 years (required)

Work Location: Hybrid remote in Manchester M4 4BE

Quick apply

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paraplanner jobs in halifax, wyk

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