1,395

Back Office jobs in United Kingdom

Paraplanner

RGH-Global Ltd

Greater Manchester
On-site
GBP 30,000 - 45,000
30+ days ago
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Customer Service Advisor

Manpower

Scotland
On-site
GBP 10,000 - 40,000
30+ days ago

Paraplanner

RGH-Global Ltd

Royal Leamington Spa
On-site
GBP 30,000 - 40,000
30+ days ago

Sales Executive

We Buy Any Car Ltd.

Cardiff
On-site
GBP 27,000 - 35,000
30+ days ago

Job Vacancy – New Business Underwriter – CBCRS

Business Money Promotions Ltd

United Kingdom
On-site
GBP 63,000 - 75,000
30+ days ago
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Sales Executive

We Buy Any Car Ltd.

Dewsbury
On-site
GBP 27,000 - 35,000
30+ days ago

European Equity Electronic Trading Product Manager

BestEx Research

London
On-site
GBP 100,000 - 125,000
30+ days ago

Restaurant Manager - Edmonton

Blue Shock Recruitment Solutions

Wakefield
On-site
GBP 30,000 - 50,000
30+ days ago
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Band 6 Digital Services Support Analyst (Visa Sponsorship Available)

Techwaka

Greater London
On-site
GBP 30,000 - 45,000
30+ days ago

Accounts Assistant

Jenson Fisher Consulting Ltd

Glenrothes
On-site
GBP 40,000 - 60,000
30+ days ago

Assistant Management Accountant

AJ Connect

City of Edinburgh
On-site
GBP 25,000 - 30,000
30+ days ago

Paraplanner

RGH-Global Ltd

Trowbridge
Hybrid
GBP 40,000 - 50,000
30+ days ago

IFA Administrator

IDEX Consulting

Borehamwood
On-site
GBP 25,000 - 35,000
30+ days ago

Senior Sales Executive, Nordics

Duco

City Of London
Hybrid
GBP 80,000 - 100,000
24 days ago

Delivery Consultant

Diamond Search Recruitment

Ashford
On-site
GBP 60,000 - 80,000
29 days ago

Assistant Estates Manager - Placement Year

Frasers Group

Greater London
On-site
GBP 60,000 - 80,000
24 days ago

Bench Hand Joiner

Recruitment Helpline

Manchester
On-site
GBP 40,000 - 60,000
16 days ago

Bench Hand Joiner

RECRUITMENT HELPLINE

Greater Manchester
On-site
GBP 40,000 - 60,000
18 days ago

Field Service Engineer

Coalesce Recruitment Limited

Dundee
On-site
GBP 30,000 - 50,000
20 days ago

Field Service Engineer (Waste Water / Maintenance)

Ernest Gordon Recruitment Limited

Hounslow
On-site
GBP 40,000 - 45,000
23 days ago

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Paraplanner
RGH-Global Ltd
Greater Manchester
On-site
GBP 30,000 - 45,000
Full time
30+ days ago

Job summary

A financial planning firm in Trafford is seeking an experienced Paraplanner to join their established team. This role involves reviewing cases, collaborating with Financial Planners, and ensuring recommendations meet regulatory requirements. Candidates should have at least 2 years of experience and strong knowledge in pensions and investments. The firm offers a supportive environment for professional growth.

Qualifications

  • Minimum of 2 years experience as a Paraplanner.
  • Solid experience in pensions, investments including ISAs and bonds.
  • Protection knowledge preferable.

Responsibilities

  • Review cases and collaborate with Financial Planners.
  • Ensure recommendations are suitable and compliant.
  • Draft and adapt high-quality suitability reports.

Skills

Understanding of financial planning process
Experience in pensions and investments
Familiarity with financial research tools

Education

Diploma in Regulated Financial Planning

Tools

FE Analytics
Voyant cash flow modelling tool
Job description
Overview

Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.

Key Responsibilities
  • Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
  • Check and confirm fact-find information with Financial Planners
  • Review ceding scheme details and liaise with providers to obtain any missing information
  • Ensure recommendations are suitable and compliant with regulatory requirements
  • Draft and adapt high-quality suitability reports based on discussions with Financial Planners
  • Conduct research and analysis to identify appropriate financial solutions
  • Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
  • Maintain accurate and compliant client records using back-office systems
  • Identify and raise any discrepancies on client files with the Financial Planner
Candidate Profile
  • Diploma in Regulated Financial Planning (desired)
  • Minimum of 2 years experience as a Paraplanner
  • Strong understanding of the financial planning process
  • Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
  • Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.