paraplanner Work, Jobs in woking gu21 (with Salaries)

Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
2h
IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
6d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Microsoft Office
- IT
- Communication skills
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
3d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Hybrid work
- Case management
- Organisational skills
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Office Manager / Senior Paraplanner
Bucks & Berks Recruitment PLC —Marlow
- £65,000 a year
- Leadership
1d
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
13d
Paraplanner
J&T Business Consulting —London
- £35,000 - £55,000 a year
- Full-time
- Communication skills
- Tax experience
- Time management
Quick apply
6d
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
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
3d
Technical Administrator
Harding Financial —Shalford
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
Experienced IFA/Pensions Administrators - Richmond based, West London
Asquire Wealth Management Ltd —Richmond
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Chartered Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience

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Administrator/Paraplanner/Trainee Paraplanner

FGA Wealth Ltd
Guildford

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
2 hours ago

Benefits

Company pension

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
GCSE
Financial services
Communication skills

Full job description

FGA Wealth Ltd are an Independent Financial Advisers offering a wide range of services to meet the needs of our clients, helping them to achieve their long-term financial objectives. We are looking for an Administrator and/or a Paraplanner/Trainee Paraplanner to join the team in our Guildford Office.

Experience Required/Desirable

To be successful in this role, you should:-

· Hold a minimum of 5 GCSE’s (A-C/9-4 including Maths and English) and preferably you will already be experienced working for an IFA firm

· Have attained, or wish to work towards, the relevant industry qualifications

· Be proficient in Microsoft Word and Excel

· Have good organisation and prioritisation skills

· Have excellent written and verbal communication skills

Main Duties

The main duties include, but are not limited to:-

Administrator

· Deal with client and provider correspondence

· Answer telephones and deal with client non-advice queries

· Assist with preparation of client reviews

· Obtain valuations and Illustrations

· Arrange client/adviser meetings

· Process New Business

· Ensure client records on our back-office system are accurate and compliant

Paraplanner/Trainee Paraplanner

· Produce compliant suitability reports to support adviser recommendations

· Conduct technical research into products, providers, and planning strategies

· Support advisers with client servicing, reviews, and ongoing queries

· Serve as a point of contact for routine adviser and client enquiries

· Prepare review documentation and source illustrations where required

· Stay current with industry legislation, products, and regulatory requirements

Benefits

20 days holiday plus bank holidays

Pension

Application Process

Please forward your CV together with an accompanying covering letter specifying which role you wish to apply for.

Pay: £27,000.00-£35,000.00 per year

Ability to commute/relocate:

Guildford GU1 4UX: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in woking gu21

Administrator/Paraplanner/Trainee Paraplanner

IFA Administrator/ Trainee paraplanner

TRAINEE PARAPLANNER

Senior paraplanner

Paraplanner

Paraplanner

Paraplanner

Trainee Mortgage Adviser / Paraplanner

Protection Paraplanner

Paraplanner

Financial Planner - Surrey

Office Manager / Senior Paraplanner

Office Manager / Senior Paraplanner

Paraplanner

Paraplanner

Client Services Administrator

SJP Financial Administrator

Technical Administrator

Experienced IFA/Pensions Administrators - Richmond based, West London

Chartered Financial Planner

I want to receive the latest job alerts for paraplanner in woking gu21

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