Paraplanner Work, Jobs in Newbury, Brk (with Salaries)

Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
10h
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
10d

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Paraplanner

Scott Financial Limited
Fleet

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £40,000 a year
10 hours ago

Benefits

Free parking
Company pension
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).

Job Types: Full-time or Part-time, Permanent

Pay: Up to £40,000.00 per year (full time equivalent)

Expected hours: 25 – 35 per week

Benefits:

On-site parking
Pension.

Schedule:

Monday to Friday

Work Location: In person

Pay: Up to £40,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

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paraplanner jobs in newbury, brk

Paraplanner

Paraplanner (Marlborough)

Paraplanner

Paraplanner

Paraplanner (Stokenchurch)

Client Services Administrator

Chartered Financial Planner

Financial Services Administrator

Financial Adviser (Stokenchurch)

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