paraplanner Work, Jobs in newport, nwp (with Salaries)

IFA Administrator/Trainee Paraplanner
Dragon Financial Planning Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Sick pay
Quick apply
7d
Paraplanner (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Legal & General Investment Management —Cardiff
- Employee discount
Paraplanner Team Leader
Clifton Wealth Partnership Ltd —Bristol
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
11d
Paraplanner
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Apperenctice - Mortgage and Insurance paraplanner
Best Mortgage Advise —Bristol
- Basic maths
- Financial services
- In-person
Quick apply
8d
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
14d

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IFA Administrator/Trainee Paraplanner

Dragon Financial Planning Ltd
Newport

Quick apply

Job details

Permanent | Graduate | Full-time
£25,000 - £30,000 a year
7 days ago

Benefits

Financial planning services
Company pension
Sick pay
On-site parking

Qualifications

Financial planning
Microsoft Office
Organisational skills
Financial services
Business
Communication skills

Full job description

Job Vacancy – IFA Administrator/Trainee Paraplanner

A fantastic opportunity has arisen to join our team. Dragon Financial Planning Ltd are based in Newport and provide full financial planning advice to our established and growing client bank.

The Opportunity

You will be working within a small friendly team of advisers and support staff to provide continued support to aid with the smooth running of the business. By being part of a small, close-knit team, you will have the opportunity to be closely involved and have a positive impact from Day 1.

Given the nature of the role, this will be office-based at our offices near Newport City Centre. There will be opportunity to progress into Paraplanner and Financial Planner roles as you gain experience and qualifications.

What’s needed for me to be considered?

Strong organisational and communication skills (Essential).

A genuine interest in a career in Financial Services (Essential).

A willingness to learn and develop new skills (Essential).

Microsoft Office proficiency (Essential).

Educated to degree level preferably in Business / Finance / Economics / Maths (Desirable).

Willing to study towards achieving Level 4 Diploma in Regulated Financial Planning (Desirable).

Previous work experience in a Financial Services/Administration role (Desirable).

The role includes, but is not limited to:

· Preparing pre & post meeting documentation for clients

· Monitoring and taking ownership of ongoing workload

· Liaising with product providers

· Arranging client meetings

· Updating client details using our back-office systems

What’s in it for you:

· Competitive salary & pension

· Chance to join a well-established advice firm

· Opportunity to progress to a Paraplanner & future Financial Planner role

· Being closely involved in the success of the business

· 25+ days holiday

· Funding and support towards relevant qualifications.

What next?

Apply today to be considered for this opportunity, forward your full CV to:

Dragon Financial Planning Ltd

Email: [email protected]

Pay: £25,000.00-£30,000.00 per year

Benefits:

Company pension
Financial planning services
On-site parking
Sick pay

Work Location: In person

Quick apply

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paraplanner jobs in newport, nwp

IFA Administrator/Trainee Paraplanner

Paraplanner (Cardiff)

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Paraplanner Team Leader

Wealth Paraplanner

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Financial Adviser (Cardiff)

Administrator

Apperenctice - Mortgage and Insurance paraplanner

Senior Financial Planner

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