Paraplanner to Work, Jobs in Windsor (with Salaries)

Paraplanner (Remote)
AFH Financial Group —Slough
- Full-time
- Remote
- Writing skills
- Research
- Training & development
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
4d
Paraplanner
AFH Financial Group —Slough
- Full-time
- Hybrid work
- Writing skills
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
1d
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
4d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
1d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Investment Specialist Administrator
TrinityBridge —London
- Hybrid work
- Analysis skills
- Communication skills
- School
10d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
3d
Business Administrator / Adviser Support (Part Time)
ES/SDL Financial —Aldershot
- From £12.71 an hour
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
1d
Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- English
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
4d
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
10d
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme

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Paraplanner (Remote)

AFH Financial Group -
Slough

Apply Now

Job details

Full-time

Qualifications

Investment
Financial planning
Report generation
Suitability report preparation
Writing skills
Financial report writing
Microsoft Office Suite
Research
Financial analysis
Training & development
Investment analysis in financial services industry

Full job description

Paraplanner

Location: AFH Cookham

Working model: Remote

Contract type: Permanent

Hours: Full-time

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

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

Refine Your Search

paraplanner to jobs in windsor

Paraplanner (Remote)

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Paraplanner (Stokenchurch)

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