Paraplanner Work, Jobs in Tonbridge, Ken (with Salaries)

TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
7d
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner
GF HR Consulting —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Quick apply
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Paraplanner
Sedulo —London
Culture & Community: Enjoy access to our exclusive members’ club facilities, including complimentary breakfast and refreshments, regular social and networking…
£40,000 - £55,000 a year
Quick apply
3d
IFA Administrator/ Trainee paraplanner
PPSL —Epsom
A professional and personable manner when dealing with clients and colleagues. Solid understanding of the IFA advice process, including platforms, product…
£30,000 - £45,000 a year
Quick apply

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TRAINEE PARAPLANNER

PPSL
Reigate

Quick apply

Job details

Full-time
£30,000 - £40,000 a year
3 days ago

Benefits

Company pension

Qualifications

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

Full job description

I am working with a client that has current vacancy for Trainee paraplanner to work in a team paraplanners. This role does come with opportunity to grow into a paraplanner of the candidate has career goals to move into Paraplanning.

The role duties:

· Conduct comprehensive financial analysis to assist in the development of financial plans

· Use financial planning software to model various scenarios and projections.

· Prepare and review investment proposals and reports for clients.

· Collaborate with advisors to develop and implement customized financial strategies.

Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Planner CRM.
Coordinating and preparing paperwork for annual review meetings.

Experience:

Diploma Level 4 or 1-2 exams away. ( less maybe considered )
- Proven experience in a similar role
- Strong knowledge of Financial Service products, principles and practices
- Proficient in using financial software and tools
- Excellent attention to detail and accuracy
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills

Job Type: Full-time

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

Reigate, Surrey: reliably commute or plan to relocate before starting work (required)

Experience:

PENSION: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in tonbridge, ken

TRAINEE PARAPLANNER

Paraplanner

Paraplanner

Paraplanner - Hybrid

IFA Support/Paraplanner

Part Time Paraplanner - Hybrid

Financial Adviser Administrator

Financial Adviser (Maidstone)

Paraplanner

Senior Financial Planner

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