& planners Work, Jobs in Hardwicke, Gls (with Salaries)

HOME BASED - Paraplanner
The Timebank —Hereford
- £36,225 - £80,000 a year
- Part-time
- Computer skills
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
12d
Lifestyle & Wellness Co-ordinator
Bupa —Cirencester
- £13.10 - £14.10 an hour
- Part-time
- Budgeting
- Employee discount
- Gym membership
Quick apply
EA to the Chief Investment Officer - Cheltenham
Attivo Investments —Cheltenham
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- AI
- Work from home
Quick apply
5d
Business Development Manager (South East)
Markey Group —Gloucester
- Full-time
- CRM software
- Customer service
- Computer literacy
- Employee assistance programme
- Employee discount
Quick apply
Merchandise Planner
ProCook —Haresfield
- Up to £40,000 a year
- Full-time
- Hybrid work
- Merchandising
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
1d
Home First Planner and Administrator
Gloucestershire Health and Care NHS Foundation Trust —Gloucester
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Databases
2d
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
Material Planner
GE Aerospace —Cheltenham
- Full-time
- Organisational skills
- Warehouse experience
- Communication skills
Early Morning Logistics Planner
Hicks Transport —Hereford
- £32,000 - £36,000 a year
- Overtime
- Microsoft Office
- Driving
- In-person
Quick apply
Home First Call Handler
Gloucestershire Health and Care NHS Foundation Trust —Gloucester
- £25,760 - £27,476 a year
- Full-time
- Communication skills
2d
Executive Business Partner - Investment Management - Cheltenham
Attivo Investments —Cheltenham
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- AI
- Work from home
Quick apply
Localities Area Manager (Housing Repairs & Maintenance)
Platform Housing Group —Worcester
- Up to £50,468 a year
- Customer service
- Continuous improvement
- Team management
- Annual leave
Assistant Buyer
Ontic —Staverton
- Full-time
- Microsoft Excel
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
Plant Hire - Operations Manager
Smiths Gloucester Limited —Stonehouse
- Management
- Customer service
- Continuous improvement
- Free parking
- Employee discount
Quick apply
13d
Client Services Administrator
Attivo Group —Cheltenham
- Up to £32,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Time management
- Work from home
Quick apply
11d
Chartered Planner
Dalcour Maclaren —Bristol
- Business development
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Planning Team Manager - Strategic Development
Tewkesbury —Tewkesbury
- £52,413 - £56,778 a year
- Full-time
- Team management
- Free parking
- Annual leave
Paraplanner - Fixed Term Contract
Attivo Group —Cheltenham
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
Material Planner
Ontic —Bishops Cleeve
- Full-time
- Manufacturing
- Annual leave
- Employee assistance programme
PMO Specialist - Cleared Government & Defence Sector
Turner & Townsend —Cheltenham
- Full-time
- Hybrid work
Quick apply

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HOME BASED - Paraplanner

The Timebank
Hereford

Quick apply

Job details

Part-time | Full-time
£36,225 - £80,000 a year
12 days ago

Benefits

Casual dress
Health & wellbeing programme
Additional leave
Company pension
Work from home
Company events
Private medical insurance
Life insurance

Qualifications

Financial planning
Pension
Financial report writing
Technical support
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Title:

Paraplanner

Reports To:

The Paraplanner Team report to Melissa Hall, Head of Culture.

Job Overview:

To work within a team of paraplanners providing comprehensive, confidential and efficient technical support to Financial Planners and advisers.

“Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.

We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.

We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.

We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”

Managing your expectations:

· Paraplanning is a hard job. Outsourced paraplanning is even harder.

· The first 6 months can feel daunting as you adjust.

· As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.

· Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.

· We have very high standards with our clients, so we will encourage you to achieve or excel these standards.

· You will experience unusual cases and run of the mill cases.

· We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.

· We actively encourage ongoing financial services qualifications and cover the cost of exams on success and appropriate training courses.

Initial Remuneration & Benefits:

Salaries are determined by a matrix that takes into account both experience and qualifications.

Salaries are reviewed annually, but are not guaranteed to increase.

· In addition, we provide:

o An auto enrolment pension, including contributions on your behalf.

o Private medical insurance.

o Death in service benefits.

o238 hours FTE equivalent holiday (including bank holiday) each year.

o Your birthday (or a selected working day) as an additional holiday each year.

o Support with appropriate exams and training courses.

o A flexible working environment.

Responsibilities and Duties:

· Acting as a critical friend to financial planners and advisers.

· Maintain good communication and manage relationships with financial planners and advisers.

· Identify and obtain information to allow financial plan to be created.

· Delegate to, educate and learn from other members of the team.

· Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.

· Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.

· Create clear, concise financial planning reports that are technically accurate and compliant.

· Undertake other tasks as part of creating a financial plan:

· Illustrations

· Cash flow reports

· Analysis of current and revised investment strategies

· Maintain CPD.

· Manage your diary with discipline.

Qualifications/Skills:

· Minimum requirement for qualifications is Level 4 (essential); working towards Level 6 (desirable).

· Several years of paraplanning experience.

· A broad, technical knowledge of financial services products (essential).

· Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).

· Excellent verbal and written communication skills, with attention to detail (essential).

· Able to manage workload and have good self-discipline and take responsibility for actions (essential).

· Follow processes and maintain standards as set out by the business (essential) and its clients (essential).

COVID-19 precaution(s):

Remote interview process
Virtual meetings

Work remotely

Job Types: Full-time, Part-time

Pay: £36,225.00-£80,000.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Health & wellbeing programme
Life insurance
Private medical insurance
Work from home

Application question(s):

What financial services or financial advice qualifications do you have?

Experience:

financial planning, advice, administration or compliance: 1 year (required)

Licence/Certification:

QCF Level 4 Diploma (CII, LIBF, IFS etc) (required)

Work Location: In person

Quick apply

Refine Your Search

& planners jobs in hardwicke, gls

HOME BASED - Paraplanner

Lifestyle & Wellness Co-ordinator

EA to the Chief Investment Officer - Cheltenham

Business Development Manager (South East)

Merchandise Planner

Home First Planner and Administrator

Client Services - Academy Opportunity

Material Planner

Early Morning Logistics Planner

Home First Call Handler

Executive Business Partner - Investment Management - Cheltenham

Localities Area Manager (Housing Repairs & Maintenance)

Assistant Buyer

Plant Hire - Operations Manager

Client Services Administrator

Chartered Planner

Planning Team Manager - Strategic Development

Paraplanner - Fixed Term Contract

Material Planner

PMO Specialist - Cleared Government & Defence Sector

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