Paraplanner Work, Jobs in Seer Green, Bkm (with Salaries)

Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Paraplanner
Connells Group —Camberley
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
12d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
9h
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
13d
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
3d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
10h
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
1d
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Paraplanner
Legal & General Investment Management —London
- Employee discount
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
6d
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
7d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
13d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply

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Paraplanner

AFH Wealth Management Cookham
Maidenhead

Quick apply

Job details

Full-time
£26,112.84 - £45,000.00 a year

Benefits

On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Job Overview
We are seeking a dedicated and detail-oriented Paraplanner to join our financial services team in Littlewick Green. The successful candidate will support our financial planners by preparing detailed reports, analysing client data, and assisting with the development of personalised financial plans. This paid position offers an excellent opportunity for individuals passionate about financial planning and seeking to develop their career within the industry. The role requires a proactive approach, strong organisational skills, and a solid understanding of financial services.

Responsibilities

Assist in the preparation of comprehensive financial plans tailored to client needs.
Analyse client data, including income, expenditure, assets, and liabilities.
Support the drafting of investment strategies and recommendations under supervision.
Conduct research on financial products and market trends to inform planning processes.
Prepare documentation for client meetings and ensure all reports comply with regulatory standards.
Maintain accurate records of client interactions and plan updates within the firm’s systems.
Liaise with clients, providers, and internal teams to gather necessary information and facilitate smooth communication.
Keep abreast of changes in financial legislation and industry best practices to ensure compliance.

Qualifications

Proven experience or strong interest in financial services or financial planning. Ideally, Level 4 diploma in Financial Planning.
Knowledge of financial products, investment strategies, and regulatory requirements is desirable.
Excellent organisational skills with the ability to manage multiple tasks efficiently.
Strong analytical skills with attention to detail.
Good communication skills, both written and verbal.
Relevant qualifications or certifications in finance or related fields are advantageous but not essential. This role is ideal for motivated individuals eager to build a career in financial planning within a supportive environment that values professional development and continuous learning.

Pay: £26,112.84-£45,000.00 per year

Benefits:

On-site parking

Work Location: Hybrid remote in Maidenhead SL6 3RX

Quick apply

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paraplanner jobs in seer green, bkm

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Paraplanner (Stokenchurch)

Associate Financial Advisor - Hybrid

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