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

Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
5d
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
5d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office

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Paraplanner (Marlborough)

Perspective Financial Group
Marlborough

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Microsoft Powerpoint
Report writing
Communication skills

Full job description

Perspective (South West) Ltd

Job Description

We have a fantastic vacancy for a Paraplanner to join our Marlborough Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (Gould) Ltd

Location: Marlborough

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Marlborough OfficeEquilibrium House1 Pelhams CourtLondon RoadMarlboroughWiltshireSN8 2AG

Requirements

Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
A reliable individual who has the ability to manage and prioritise workloads.
Outstanding communication skills at all levels.
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
Analytical and problem-solving skills.
Experience of working as part of a team.
Excellent organisational and multi-tasking abilities are essential.
Flexibility/ adaptability to cope with change.
Confident with IT and office software packages Word, Excel, PowerPoint.

Responsibilities

The key duties of the role are:

Writing Financial Planning Reports that our Planners present to clients.
Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
Arranging for plans to be submitted to provider companies.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Preparation of client review packs.
Illustration requests.
Keep up to date with financial products and legislation.
Comply with all company and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

Refine Your Search

financial advisory support occupations jobs in upavon, wil

Paraplanner (Marlborough)

Wealth Management Administrator

Paraplanner

Wealth Paraplanner

Paraplanner

Other jobs to consider

I want to receive the latest job alerts for financial advisory support occupations in upavon, wil

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Perspective (South West) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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Refine Your Search

financial advisory support occupations jobs in upavon, wil

Wealth Management Administrator

Paraplanner

Wealth Paraplanner

Paraplanner

Other jobs to consider

I want to receive the latest job alerts for financial advisory support occupations in upavon, wil

Explore jobs in more locations

Perspective (South West) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you