Paraplanner Work, Jobs in Tewkesbury, Gls (with Salaries)

HOME BASED - Paraplanner
The Timebank —Hereford
- £36,225 - £80,000 a year
- Part-time
- Computer skills
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
12d
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £47,000 - £52,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Paraplanner - Fixed Term Contract
Attivo Group —Cheltenham
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
Client Services Administrator
Attivo Group —Cheltenham
- Up to £32,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Time management
- Work from home
Quick apply
11d
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Paraplanner
Morris Jane Associates —Cheltenham
- £55,000 a year
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Team management
- Training & development
- Employee discount
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services

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Senior Technical Paraplanner
Hazlewoods —Cheltenham
This is an excellent opportunity for an experienced paraplanner to take on a senior technical role, supporting advisors with complex planning work and high‑…
£47,000 - £52,000 a year
Quick apply
Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
Liaise directly with providers by telephone and email to obtain information, resolve queries and progress client cases.
£30,000 - £38,000 a year
Quick apply
13d

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HOME BASED - Paraplanner

The Timebank
Hereford

Quick apply

Job details

Part-time | Full-time
£36,225 - £80,000 a year
12 days ago

Benefits

Casual dress
Health & wellbeing programme
Additional leave
Company pension
Work from home
Company events
Private medical insurance
Life insurance

Qualifications

Financial planning
Pension
Financial report writing
Technical support
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Title:

Paraplanner

Reports To:

The Paraplanner Team report to Melissa Hall, Head of Culture.

Job Overview:

To work within a team of paraplanners providing comprehensive, confidential and efficient technical support to Financial Planners and advisers.

“Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.

We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.

We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.

We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”

Managing your expectations:

· Paraplanning is a hard job. Outsourced paraplanning is even harder.

· The first 6 months can feel daunting as you adjust.

· As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.

· Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.

· We have very high standards with our clients, so we will encourage you to achieve or excel these standards.

· You will experience unusual cases and run of the mill cases.

· We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.

· We actively encourage ongoing financial services qualifications and cover the cost of exams on success and appropriate training courses.

Initial Remuneration & Benefits:

Salaries are determined by a matrix that takes into account both experience and qualifications.

Salaries are reviewed annually, but are not guaranteed to increase.

· In addition, we provide:

o An auto enrolment pension, including contributions on your behalf.

o Private medical insurance.

o Death in service benefits.

o238 hours FTE equivalent holiday (including bank holiday) each year.

o Your birthday (or a selected working day) as an additional holiday each year.

o Support with appropriate exams and training courses.

o A flexible working environment.

Responsibilities and Duties:

· Acting as a critical friend to financial planners and advisers.

· Maintain good communication and manage relationships with financial planners and advisers.

· Identify and obtain information to allow financial plan to be created.

· Delegate to, educate and learn from other members of the team.

· Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.

· Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.

· Create clear, concise financial planning reports that are technically accurate and compliant.

· Undertake other tasks as part of creating a financial plan:

· Illustrations

· Cash flow reports

· Analysis of current and revised investment strategies

· Maintain CPD.

· Manage your diary with discipline.

Qualifications/Skills:

· Minimum requirement for qualifications is Level 4 (essential); working towards Level 6 (desirable).

· Several years of paraplanning experience.

· A broad, technical knowledge of financial services products (essential).

· Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).

· Excellent verbal and written communication skills, with attention to detail (essential).

· Able to manage workload and have good self-discipline and take responsibility for actions (essential).

· Follow processes and maintain standards as set out by the business (essential) and its clients (essential).

COVID-19 precaution(s):

Remote interview process
Virtual meetings

Work remotely

Job Types: Full-time, Part-time

Pay: £36,225.00-£80,000.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Health & wellbeing programme
Life insurance
Private medical insurance
Work from home

Application question(s):

What financial services or financial advice qualifications do you have?

Experience:

financial planning, advice, administration or compliance: 1 year (required)

Licence/Certification:

QCF Level 4 Diploma (CII, LIBF, IFS etc) (required)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in tewkesbury, gls

HOME BASED - Paraplanner

Senior Technical Paraplanner

Paraplanner - Fixed Term Contract

Client Services Administrator

Client Services - Academy Opportunity

Paraplanner

Paraplanner

Senior Advice Technician

Paraplanning Manager

IFA Administrator

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