Paraplanner Work, Jobs in Wooburn, Bkm (with Salaries)

Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
14d
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
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
9d
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d

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Protection Paraplanner
Placing Faces —Marlow
Assist in identifying opportunities to convert cases into advised sales. Understanding of protection products (life, critical illness, income protection).
£28,000 - £33,000 a year
Paraplanner
The Private Office —London
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Building strong and effective working relationships with other teams in…
1h

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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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paraplanner jobs in wooburn, bkm

Paraplanner

Protection Paraplanner

Paraplanner (Stokenchurch)

Client Services Administrator

Administrator/Paraplanner/Trainee Paraplanner

Senior paraplanner

Financial Planner - Surrey

Financial Adviser (Stokenchurch)

Financial Services Administrator

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