paraplanner Work, Jobs in winnersh, brk (with Salaries)

Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Paraplanner
Connells Group —Camberley
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
18h
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
- £65,000 a year
- Leadership
2d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
1d
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
14d
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
4d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
1d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
3d

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Client Services Administrator
AFH Financial Group —Cookham
Confident in becoming a point of contact for clients and providers in relation to queries. The purpose of this role is to provide comprehensive support to the…
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
Organised with the ability to prioritise tasks effectively in a fast-paced environment. Analyse client data to identify opportunities for service improvement or…
£24,420 - £32,000 a year
Quick apply

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Paraplanner

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Report writing
Microsoft Office

Full job description

Paraplanner - AFH Cookham

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. This role is based from our AFH Cookham office.

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

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