Financial advisory occupations Work, Jobs in Upavon, Wil (with Salaries)

Paraplanner
FourPoint Wealth —Newbury
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- In-person
- Time management
- Free parking
- Work from home
Quick apply
1d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
11d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
11d
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
Quick apply
1d
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
13d

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Paraplanner

FourPoint Wealth
Newbury

Quick apply

Job details

Permanent | Full-time
£40,000 - £50,000 a year
1 day ago

Benefits

Free parking
Company pension
Work from home
Private medical insurance
Life insurance
On-site parking

Qualifications

Financial planning
Pension
Report writing
Analysis skills
Time management

Full job description

Overview

We are seeking an experienced, detail-oriented and proactive Paraplanner to join our financial planning team. This role would suit a career paraplanner who enjoys technical report writing, analysing client information, supporting advisers and helping deliver high-quality financial planning outcomes.

The role is full time and hybrid, with one day per week in the office and four days working from home. The office base can be in either the London or Newbury area.

The role also involves working with modern AI-enabled systems, including AI notetakers and workflow tools, to improve efficiency while maintaining quality, accuracy and regulatory standards.

The role

Preparing clear, accurate and compliant suitability reports, review reports and other client-facing documentation.
Producing holistic financial planning reports to support ongoing client advice.
Preparing product illustrations, research and supporting recommendation analysis.
Supporting cashflow modelling and using the outputs to evidence recommendations.
Analysing client information to help develop tailored financial planning strategies.
Preparing for and supporting client review meetings where required.
Responding to client ad hoc withdrawal and income-planning requests.
Assisting with tax calculations where necessary.
Working closely with Advisers and the Client Relations team to progress client correspondence.
Maintaining accurate and complete client records.
Collaborating with advisers to gather information and ensure timely delivery of client work.
Ensuring all work is meets regulatory requirements and internal standards.
Contributing to improvements in systems, templates and working practices.
Using AI-enabled systems, including notetaking and workflow tools, appropriately and responsibly.

The candidate

At least 2 years’ paraplanning experience.
Minimum Level 4 Diploma in Financial Planning, or an equivalent recognised qualification.
Strong technical knowledge of pensions, investments, trusts and personal taxation.
Experience preparing suitability and financial planning reports.
Strong written, numerical and analytical skills.
Excellent attention to detail.
Good organisation, prioritisation and time-management skills.
A background in financial planning, wealth management or an IFA environment.
A proactive, collaborative and dependable approach.

Salary and benefits

Salary of £40,000–£50,000, depending on experience and qualifications.
Full-time, permanent role.
Hybrid working: one day in the office and four days from home per week.
London or Newbury office base.
Free, on-site parking at the Newbury office.
Quiet rural office location and environment.
25 days’ holiday plus bank holidays, plus your birthday.
Workplace pension.
Death-in-service cover, private health.

About the opportunity

This is an excellent opportunity for a technically strong and career-focused paraplanner to join a professional family office environment and play a key role in supporting high-quality financial planning advice.

Pay: £40,000.00-£50,000.00 per year

Benefits:

Free parking
Life insurance
On-site parking
Private medical insurance
Work from home

Experience:

Paraplanning / Report writing: 2 years (preferred)

Licence/Certification:

Level 4 Diploma in Financial Planning (required)

Work Location: Hybrid remote in Newbury RG20 8BL

Quick apply

Refine Your Search

financial advisory occupations jobs in upavon, wil

Paraplanner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Paraplanner

Wealth Paraplanner

Paraplanner (Marlborough)

Paraplanner

Wealth Management Administrator

Paraplanner

Private Client Adviser

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