Financial advisory support occupations Work, Jobs in Walkden, Gtm (with Salaries)

Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
1d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
9d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
IFA Administrator
Christian Douglass Group Ltd —Manchester
- £24,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
3d
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Principal Pensions Administrator
3173 —Manchester
- Full-time
- Remote
- Presentation skills
- Organisational skills
- Leadership
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply

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Paraplanner

Daintree Wealth Management
Manchester

Quick apply

Job details

Permanent | Full-time
£45,000 - £50,000 a year
1 day ago

Benefits

Health & wellbeing programme
Financial planning services
Company pension
Company events
Gym membership

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Continuous improvement
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Overview
We are seeking a detail-oriented and proactive career Paraplanner who is as a minimum Level 4 Diploma qualified in Financial planning, to join our financial services team in central Manchester.

The successful candidate will need to have had at least 2 years of paraplanning experience.

You will play an important role in supporting financial advisers by preparing reports, analysing client data, and assisting with the implementation of financial plans. This paid position offers an excellent opportunity for individuals looking to develop their career as a paraplanner within the financial planning sector, providing valuable experience in a professional environment. The role requires strong organisational skills, excellent communication abilities, and a solid understanding of financial services.

Duties

Prepare comprehensive reports and documentation to support financial planning processes.
Analyse client data and financial information to assist in developing tailored financial strategies.
Assist with the preparation of client presentations and review documents.
Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook.
Support the team with administrative tasks such as scheduling meetings and managing client correspondence.
Ensure compliance with regulatory requirements and internal policies during all activities.
Collaborate with advisers to gather necessary information and ensure timely delivery of services.
Contribute to continuous improvement of processes through organisational skills and attention to detail.

Qualifications

Level 4 Diploma in Financial Planning as a minimum (or equivalent)
2 years proven experience in report writing, analysis skills, and administrative roles within financial services or related fields.
Strong organisational skills with excellent time management abilities.
Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook; familiarity with IT systems is essential.
Good communication skills, both written and verbal, with an emphasis on customer service.
Knowledge of financial planning principles and experience working within the financial services industry is highly desirable.
Demonstrated ability to manage multiple tasks efficiently while maintaining accuracy.
Previous administrative experience is advantageous but not mandatory; training will be provided for specific responsibilities. This role offers a structured environment for professional growth within the financial planning sector, fostering skills that are essential for future advancement in the industry.

Job Types: Full-time, Permanent

Pay: £45,000.00-£50,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Gym membership
Health & wellbeing programme

Application question(s):

Do you hold the Level 4 Diploma in Financial Planning?

Experience:

paraplanning: 5 years (required)

Work Location: Hybrid remote in Manchester M4 4BE

Quick apply

Refine Your Search

financial advisory support occupations jobs in walkden, gtm

Paraplanner

Administrator (Financial Services)

Paraplanner

IFA Administrator

Financial Planning Client Administrator

Paraplanner (Chorley)

Pensions Administrator

Paraplanner

Senior Pension Administrator

Paraplanner

IFA Administrator

Client Support Administrator

Administrator

Employee Benefits Administrator

Principal Pensions Administrator

Central Operations Administrator

Client Relations Administrator

Senior Client Manager

Pensions Administrator

Paraplanner

I want to receive the latest job alerts for financial advisory support occupations in walkden, gtm

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