paraplanner Work, Jobs in st helens (with Salaries)

Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
17h
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Paraplanner
Benchmark Capital —Chester
- Full-time
- Microsoft Office
- IT
- Communication skills
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Swiss Life Global Solutions —Manchester
- Annual leave
- Employee assistance programme
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
14d
Paraplanner
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
8d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Wealth Planning Director
Schroders —Manchester
- Full-time
Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Store discount
- Health & wellbeing programme
Quick apply
23h
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanning Manager
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Supervising experience
- Human resources
- Profit sharing
Quick apply
15h
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Management Account Administrator (Warrington)
The Halliwell Jones Group —Warrington
Your work will ensure transactions are accurate, compliant, and efficient, helping the business run smoothly and reliably.
£35,000 a year
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Pensions Administrator
096 Mersey and West Lancashire Teaching Hospitals NHS Trust —St Helens
Identify discrepancies, unusual features or queries at any point in the process and either resolve or refer to the appropriate officer for action.
£25,760 - £27,476 a year
1d

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Paraplanner

Aimée Willow Connex
Warrington

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Job details

17 hours ago

Qualifications

Customer service
Filing
Organisational skills
Financial services
Communication skills

Full job description

Paraplanner Support
Warrington - North West

The Role

A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion.

Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment.

You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales.

Duties for the role includes:

Hands on approach for delivering agreed objectives and accountable for delivering the following:

Responsibilities:

Supporting Mortgage and Protection Advisors in the production of client reports.
Assisting in the researching of appropriate products and solutions.
Assist the Advisors in the management of cases to completion.
Production of KFI for the product an adviser has selected.
Creation of comprehensive and compliant suitability reports.
Adherence to the service level agreements.
Ensure compliance guidelines are met with each case.
Adhering to Anti Money Laundering requirements.
Liaising with internal contacts to ensure applications are completed accurately.
Liaising between clients, professional contacts and providers.
Ensuring correct filing of documents for compliance purposes.
Excellent organisational skills.
Strong communication skills.
Ability to keep knowledge of Financial Services industry up to date.
Good understanding of Financial Services industry and FCA requirements.
Qualifications required for this role.
Desirable CeMAP

KEY WORKING RELATIONSHIPS:

Key Working Relationships :

Customers: External customers.

Suppliers: Various Business Partners, Lenders, Providers, Suppliers

Other key relationships: Team of advisors, Managers and Directors.

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paraplanner jobs in st helens

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Client Manager

Wealth Planning Director

Mortgage Administrator/Paraplanner

Financial Adviser (Warrington)

IFA Administrator

Senior Client Manager

Financial Adviser (Chorley)

Paraplanning Manager

Senior Financial Planner

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