Financial paraplanner Work, Jobs in Richmond (with Salaries)

Paraplanner
The Surrey Mortgage Company —Ashtead
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
7d
Paraplanner / Trainee Mortgage Adviser
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
2d
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
Financial Planning Administrator
Cooper Parry —London
- Full-time
- Analysis skills
- Training & development
12h
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
6d
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
IFA Paraplanner at Independent Financial Adviser Practice
Professional Assured Financial Services Ltd —London
- From £45,000 a year
- Full-time
- Writing skills
- Organisational skills
- In-person
- Health & wellbeing programme
- Life insurance
Quick apply
2d
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner
7IM —London
- Microsoft Word
- Writing skills
- Continuous improvement
8d
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
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
8d
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
Paraplanner - Fixed Term Contract
Attivo Group —London
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
1d
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply

I want to receive the latest job alerts for financial paraplanner in richmond

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

Paraplanner

The Surrey Mortgage Company
Ashtead

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
7 days ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Outlook
Report generation
Client engagement
Customer service
Writing skills
Administrative support experience
Financial report writing
Filing
Microsoft Office Suite
Research
Financial analysis
Analysis skills
CeMap
Organisational skills
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Overview

We are seeking a proactive and detail-oriented Paraplanner to join our dynamic financial services team. In this vital role, you will support mortgage advisors by preparing comprehensive reports, conducting analysis, and ensuring all client documentation aligns with regulatory standards. Your expertise will help deliver exceptional service to clients, streamline planning processes, and contribute to the overall success of our advisory team. This position offers an exciting opportunity for someone passionate about financial planning and eager to develop their career in a fast-paced, client-focused environment.

Responsibilities

Prepare detailed reports and documentation to support financial planning strategies and recommendations
Conduct thorough analysis of client data, client files, and financial information to inform planning decisions
Assist in the creation and maintenance of research tailored to individual client needs
Communicate effectively with clients, advisors, introducers and lenders to gather information and clarify requirements
Organise and manage client files, ensuring all records are accurate, complete, and compliant with industry regulations
Use Microsoft Office tools such as Word, Excel, Outlook to draft reports, schedule meetings, and maintain correspondence
Support the team with administrative tasks including scheduling appointments, managing deadlines, and handling client enquiries

Skills

Strong report writing skills with the ability to produce clear, concise documentation
Excellent analysis skills to interpret complex financial data accurately
Knowledge of financial services industry practices and regulations
Outstanding communication skills for effective client interaction and team collaboration
Solid understanding of mortgages & protection principles and processes
Exceptional organisational skills to manage multiple tasks efficiently in a fast-paced environment
Proficiency in Microsoft Office Suite: Word, Excel, Outlook; familiarity with IT systems used in financial services is a plus
Customer service orientation with a professional approach to client engagement
Effective time management skills to prioritise tasks and meet deadlines consistently
Previous administrative experience within a financial or professional services setting is advantageous
CeMAP qualified ideally, but would consider applicants without but has experience.

This role is ideal for motivated individuals eager to grow their expertise in financial planning while providing outstanding support that enhances client satisfaction. Join us in delivering expert advice with energy and precision!

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Work Location: Hybrid remote in Ashtead KT21 1LD

Quick apply

Refine Your Search

financial paraplanner jobs in richmond

Paraplanner

Paraplanner / Trainee Mortgage Adviser

Senior Paraplanner – Level 4

Senior Paraplanner – Level 6 (Chartered)

Associate Financial Advisor - Hybrid

Paraplanner

Financial Planning Administrator

Senior Paraplanner

Paraplanner -

Paraplanner

IFA Paraplanner at Independent Financial Adviser Practice

Paraplanner

Paraplanner

Paraplanner

Paraplanning Administrator (IFA)

IFA Administrator

Paraplanner - Fixed Term Contract

Paraplanner

Financial Planning (IFA) Administrator

Compliance Manager (Financial Advice)

I want to receive the latest job alerts for financial paraplanner in richmond

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected