Financial planner Work, Jobs in Marlow, Bkm (with Salaries)

Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
11d
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Paraplanner - Fixed Term Contract
Attivo Group —Reading
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
3d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Business development
- Travel

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financial planner jobs near marlow, bkm

Paraplanning Administrator (IFA)

EJS Financial Planners Ltd
High Wycombe

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
11 days ago

Benefits

Company pension
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Report generation
Administrative support experience
Financial report writing
Case record updates
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

Job Overview

We are seeking a proactive and detail-oriented Paraplanning Administrator to join our financial services team. In this role, you will support our Independent Financial Advisors (IFAs) by preparing comprehensive financial reports, conducting analysis, and ensuring all client documentation is accurate and compliant.

This position offers an excellent opportunity for an individual with a strong interest and experience in financial planning and administrative excellence to contribute effectively within a professional and supportive office environment.

Duties

Support the smooth processing and tracking of paraplanning‑related administrative tasks, under the guidance of the Paraplanner.
Gather, organise, and maintain client information and documentation to support paraplanners in the preparation of advice. (Pension info calls / Research)
Provide support with standard client reports and documentation, ensuring information is correctly formatted and ready for paraplanner review.
Work collaboratively with paraplanner, advisers, and Operations Manager to maintain consistent processes and service standards.
Assist in the preparation and distribution of complex client annual review packs, ensuring records are accurate and complete
Prepare, process, and monitor new business submissions across a range of investment and provider platform.
Proactively follow through cases to completion, keeping clients and advisers regularly updated with progress
Ensure consistent record keeping with regular updates to new business register and tasks as required for each process
Use a range of systems and software effectively, including Microsoft Office, Intelligent Office, Papercloud, FE Analytics and provider platforms.
Respond to routine client, adviser, and provider enquiries in a timely and professional manner, escalating matters when necessary.
Develop knowledge of financial products, platforms, and regulatory standards applicable to paraplanning, undertaking training and learning as required.
Keep accurate and up‑to‑date client records in line with data protection and internal procedures.
Completion of the 1st of the month valuations (DFMS s and Client Issued)

Experience

Previous IFA administrative & Paraplanning experience within financial services is essential
Some experience with IO would be be beneficial.
Proficiency in report writing, Microsoft Office (Word, Excel, Outlook)
Excellent communication skills to interact confidently with clients and team members.
Knowledge of financial planning processes and terminology is advantageous
Strong organisational skills with the ability to manage multiple priorities efficiently while maintaining attention to detail.
Familiarity with IT systems used in financial services environments will be beneficial.

Other Information

Salary dependent on experience
Study support offered

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension
Life insurance
On-site parking

Experience:

IFA Administration: 1 year (required)

Work Location: In person

Quick apply

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financial planner jobs in marlow, bkm

Paraplanning Administrator (IFA)

Financial Planning (IFA) Administrator

Paraplanner

Paraplanner - Fixed Term Contract

Paraplanner (Stokenchurch)

Senior Paraplanner