Financial advisory support occupations Work, Jobs in Tilehurst, Brk (with Salaries)

Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
6d
Senior Pensions Administrator (Insurance)
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
11d
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Administrator
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
10d
Client Services Senior Executive
Wealthtime —Oxford
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Sick pay
11d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Experienced Personal Assistant (PA) – Mortgage & Financial Services
Custom Mortgages & Finance —Windsor
- £18,200 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
Senior Pension Administrator
First Actuarial —Basingstoke
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

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Financial Planning Administrator
The Progeny Group Limited —Marlow
Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Quick apply
6d
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as…
£25,500 - £28,000 a year
Quick apply
3d

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financial advisory support occupations jobs near tilehurst, brk

Paraplanner

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Report writing
Microsoft Office

Full job description

Paraplanner - AFH Cookham

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. This role is based from our AFH Cookham office.

As our Paraplanner you will typically:

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Participating in firm research projects, adhering to set deadlines, as and if required.

What we are looking for in our ideal Paraplanner:

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high standard of written and numerical skills
An ability to demonstrate strong report-writing skills
A high level of accuracy and attention to detail
Aptitude in Microsoft Office.

Key Risk Responsibilities:

Completion of assigned tasks, ensuring that SLAs are adhered to
Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers
Contribution into technical and regulatory development of advisers and/or staff on a specific case basis
Contribution into technical and regulatory development of Trainee Paraplanners
Thorough research conducted where necessary and referring to Senior team members, where necessary.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

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financial advisory support occupations jobs in tilehurst, brk

Paraplanner

Financial Planning Administrator

Senior Pensions Administrator (Insurance)

Paraplanner

Financial Planning Administrator

Client Executive

Financial Services Administrator

Financial Administrator

Client Services Senior Executive

Protection Paraplanner

Paraplanner (Stokenchurch)

Senior paraplanner

Experienced Personal Assistant (PA) – Mortgage & Financial Services

Client Administrator

Senior Pension Administrator

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