Paraplanner Work, Jobs in Lasham, Ham (with Salaries)

Paraplanner
Scott Financial Limited —Fleet
- Up to £45,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Paraplanner
Beal's Wealth Management —Fareham
- Full-time
- Analysis skills
- Organisational skills
- IT
Quick apply
9d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
3d
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
14d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Ongoing Advice Specialist
Eight Financial Advice —Whiteley
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
6h
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

More jobs to discover

Find similar jobs that you might be interested in.

Paraplanner
Scott Financial Limited —Fleet
Review policy information prepared by the administration team. Liaise with Advisers, the administration team, providers, network and clients.
Up to £45,000 a year
Quick apply
Paraplanner
Beal's Wealth Management —Fareham
Strong knowledge of pensions, investments and financial planning products. Knowledge of Quilter products and processes. Cash flow modelling (where appropriate).
Quick apply
9d

I want to receive the latest job alerts for paraplanner in lasham, ham

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

Paraplanner

Scott Financial Limited
Fleet

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £45,000 a year

Benefits

Free parking
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
IT
Communication skills
Certificate in Insurance

Full job description

Overview

Scott Financial is a successful, growing firm of Financial Advisers based in Church Crookham, Hampshire. We are currently seeking an experienced, self-motivated Paraplanner to join our small, friendly team.

Supporting our Advisers, and working with a wide range of clients, the ideal candidate will be personable but professional, with excellent communication skills. With 3+ years experience in a similar paraplanning role, you will be organised and methodical with a keen eye for detail.

You will provide a vital role in supporting 4 Advisers by preparing suitability reports, conducting research and ensuring all advice is compliant.

Main Duties:

Review policy information prepared by the administration team
Analyse Fact finds and client notes
Conduct research across planning areas including Pensions, Drawdowns, Investments, Bonds, VCTs & EISs and IHT planning
Prepare suitability and cashflow reports for final sign off by the Adviser
Check and submit new business cases
Ensure all documentation adheres to compliance standards
Liaise with Advisers, the administration team, providers, network and clients
Maintain and update the back-office system
Keep up to date with industry and legislation changes
Assist with ad-hoc project work.

Strong IT skills and proficiency with Microsoft Office (Outlook, Word and Excel) is essential. Experience of our back-office system, Intelliflo, as well as the 7IM, Aegon ARC, Nucleus and Parmenion platforms is desirable as well as the use of FE Analytics and CashCalc. Although not essential, any CII qualifications would be an advantage.

Working days / hours flexible, 25-35 hours per week total.

Please apply with your most up to date CV. All applicants will be considered, however, only those selected for interview will be contacted (usually within one week of application).

Pay: Up to £45,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in lasham, ham

Paraplanner

Paraplanner

Senior Paraplanner

Senior paraplanner

Paraplanner

Paraplanner

Financial Services Administrator

Chartered Financial Planner

Client Case Manager

Technical Administrator

Ongoing Advice Specialist

Financial Planner - Surrey

More jobs to discover

I want to receive the latest job alerts for paraplanner in lasham, ham

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected