Financial advisory support occupations Work, Jobs in Standish, Gtm (with Salaries)

Experienced Paraplanner
Countrywide Financial Solutions —Lytham St. Annes
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
6d
Financial Services Administrator - prior IFA experience essential
Countrywide Financial Solutions —Lytham St. Annes
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
4d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
14d
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
4d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
4d
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
8d
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
8d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
6d

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Experienced Paraplanner

Countrywide Financial Solutions
Lytham St. Annes

Quick apply

Job details

Full-time
Up to £50,000 a year

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Job Title: Paraplanner

Location: Lytham

Contract: Full-time, Permanent

Hours: 37.5 hours per week

Salary: Up to £50,000 (DOE)

Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint an experienced Paraplanner to join our team.

Paraplanners are integral to our business. We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs.

The ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines. Previous experience as a Paraplanner is essential and having the Level 4 Diploma in Financial Planning or equivalent is advantageous. In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.

Job Description:

Research: Support advisers with research of financial products and funds, conduct technical research on existing and new products.
Report Preparation: Prepare detailed suitability reports to provide clear and compliant recommendations for clients.
Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
Industry Knowledge: Stay informed about industry trends, regulatory changes and new financial products.
Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes

Requirements:

Experience: Minimum of 2 years proven experience in a paraplanning role or similar, writing complex and detailed reports.
Qualifications: Level 4 Diploma in Financial Planning (or equivalent) or working towards is essential.
Technical Skills: Strong technical knowledge of pensions/retirement planning, investments, tax planning and regulation within the financial services industry.
Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.
Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
Team Player: Ability to work collaboratively within a team.
Regulatory Knowledge: A solid understanding of industry standards with a commitment to continuous learning and a proactive approach to developing and applying new skills.
Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion.

Job Type: Full-time

Work Location: Hybrid remote in Lytham St. Annes FY8 5EP

Pay: Up to £50,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in standish, gtm

Experienced Paraplanner

Paraplanner

Financial Services Administrator - prior IFA experience essential

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Paraplanner (Chorley)

Wealth Management Administrator

Administrator (Financial Services)

Financial Planning Client Administrator

Paraplanner

Administrator

Paraplanner

Pensions Administrator

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IFA Administrator

Financial Planning Administrator - 12-month FTC

Client Support Administrator

Senior Pension Administrator

Central Operations Administrator

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I want to receive the latest job alerts for financial advisory support occupations in standish, gtm

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