Financial administrator Work, Jobs in Malvern, Wor (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
11d
Administrator (Casework)
University of Gloucestershire —Cheltenham
- £28,778 - £31,236 a year
- Part-time
- Organisational skills
- Communication skills
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Life insurance
- Referral programme
Quick apply
Senior Administrator (Casework)
University of Gloucestershire —Cheltenham
- £32,080 - £37,694 a year
- Full-time
- Organisational skills
- Communication skills
Project Administrator
CoreTech Security Services —Cheltenham
- £28,000 - £31,000 a year
- Full-time
- Hybrid work
- School
- Office experience
- Flexible schedule
Finance Administrator (Income)
University of Gloucestershire —Pittville
- £28,778 - £31,236 a year
- University
- Organisational skills
- IT
9d
Development Administrator
Sanctuary Group —Worcester
- £25,844 - £29,929 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
Quick apply
3d
Administrator
Leominster Laundry —Leominster
- From £12.71 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
8d
Accounts Payable Administrator
Mitie —Gloucester
- Microsoft Word
- Computer literacy
- Organisational skills
Operations Support Manager – Make a difference across our Veterinary Network
Medivet Group Ltd —Cheltenham
- £38,000 a year
- Weekend availability
- Microsoft Outlook
- Inventory control
- Recruiting
Apprenticeship in Business Administration
Trash UK Limited —Evesham
- £16,640.00 - £26,436.80 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
12d
Business Administrator Apprentice Level 3
The Apprenticeship Centre —Bromsgrove
- £15,600 a year
- Full-time
- Data entry
- Organisational skills
- Front desk
- Sick pay
Quick apply
1d
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
10d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
12d
Operational Control Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Data analysis skills
- Continuous improvement
10d
[260723] Admin Assistant
Gloucestershire Academy for Inspirational Learning (GAIL) —Barnwood
- £25,989 - £26,824 a year
- Call to connect
- Microsoft Office
- Organisational skills
- Front desk
- Employee assistance programme
Creative Show Planner/Administrator Part Time Maternity Cover up to 12 months
Sewing Street (Live TV) —Redditch
- £28,000 a year
- Part-time
- Microsoft Word
- Organisational skills
- In-person
- Employee discount
Quick apply
3d
Senior Client Services Administrator
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
9d
Conveyancing Legal Assistant
Eventus Recruitment Group —Redditch
- £26,000 - £28,000 a year
- Call to connect
- Organisational skills
- Communication skills
- Employee assistance programme
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

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HOME BASED - Paraplanner

The Timebank
Hereford

Quick apply

Job details

Part-time | Full-time
£36,225 - £80,000 a year
11 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

financial administrator jobs in malvern, wor

HOME BASED - Paraplanner

Administrator (Casework)

IFA Office Administrator

Senior Administrator (Casework)

Project Administrator

Finance Administrator (Income)

Development Administrator

Administrator

Accounts Payable Administrator

Operations Support Manager – Make a difference across our Veterinary Network

Apprenticeship in Business Administration

Business Administrator Apprentice Level 3

Client Services Administrator

Private Wealth Administrator

Operational Control Administrator

[260723] Admin Assistant

Creative Show Planner/Administrator Part Time Maternity Cover up to 12 months

Senior Client Services Administrator

Conveyancing Legal Assistant

Paraplanner - Fixed Term Contract

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