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52

Paraplanning jobs in Surrey

 
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  • Wealth Planning Assistant - Paraplanner

    Shortlist
    • £34,000 - £40,000 per annum, negotiable
    • Guildford
    • 16 March
    • 2 applications

    A long established and profitable IFA based in Guildford are currently in the market for an experienced Paraplanner to join their busy team . Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services...

  • Experienced Paraplanner

    Shortlist
    • £32,000 - £40,000 per annum, negotiable
    • Guildford
    • 16 March
    • 1 application

    An award winning progressive IFA practice based near Guildford requires an accomplished Paraplanner with a strong knowledge of Pension and Investment products to join their long established, busy team. The role will see you supporting the MD and a Senior Financial Planner who provide holistic financial...

  • Senior Paraplanner/Client Services Manager - CF30

    Shortlist
    • £40,000 - £50,000 per annum, negotiable
    • Weybridge
    • 16 March
    • 1 application

    A leading Wealth Management firm will offices based in London and Surrey currently have a requirement for an exceptional Senior Paraplanner/Technical Manager to join their team. The position is for a very strong paraplanner to join a successful existing team that supports one of our senior Directors...

  • Paraplanner

    Shortlist
    • £45,000 per annum
    • Guildford
    • 5 days ago
    • 7 applications

    Paraplanner Guildford - Surrey £45,000 Our client is well established Wealth Management business and they are now looking to expand its technical team by recruiting for a Paraplanner. You will be required to carry out full duties of a paraplanner. You will ideally be Diploma qualified but not a...

  • Paraplanner/Associate Consultant

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 16 March
    • 6 applications

    A market leading national wealth management and employee benefits organisation currently has a requirement for a skilled Paraplanner to join their Private Client team based out of Guildford. Working within a team of specialist Private Client consultants, you will be providing holistic wealth management...

  • Senior Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Guildford
    • 16 March
    • 0 applications

    A growing Independent Financial Advisor, based in Surrey, are currently recruiting for an experienced technically-minded Paraplanner to join the business on a permanent basis. The Role / Person The main purpose of this role is to support a Financial Advisor operating in the UK Financial Planning Market...

  • Corporate Paraplanner

    Shortlist
    • Salary negotiable
    • Surrey
    • 16 March
    • 0 applications

    A challenging career opportunity now existing within the DC consulting division of this highly regarded financial services consultancy. Based out of their offices in Surrey, they are now seeking a motivated professional in supporting Senior Consultants within a Corporate Paraplanning capacity. This...

  • Technical Paraplanner

    Shortlist
    • £40,000 - £50,000 per annum
    • Guildford
    • 20 February
    • 0 applications

    Our client is a well established and successful Employee Benefit / Wealth Management IFA. Due to sustained growth our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team with some supervisory responsibility. Responsibilities: - Technical research,...

  • Senior Paraplanner - Chartered Financial Planner

    Shortlist
    • £35,000 - £40,000 per annum
    • Woking
    • 20 March
    • 0 applications

    Our client is a highly respected Chartered Financial Planner with great market presence. An opportunity has arisen for a Paraplanner to join the existing support team due to an increase in business levels and expansion of the back office team. The role will be to support Financial Planners in preparing...

  • Experiencd Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 16 March
    • 0 applications

    A well respected and highly profitable Chartered practice currently has a requirement for an experienced Paraplanner to join their established team. Candidates must have the ability to be able to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf...

  • Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Guildford
    • 19 March
    • 4 applications

    A highly experienced, well qualified and professional Paraplanner is required by prestigious practice based in the Guildford area. Candidates must have an outstanding knowledge of pensions and investments, be able to produce professional reports of a high standard and have strong IT skills. This role...

  • Paraplanner

    Shortlist
    • £32,000 - £40,000 per annum
    • Guildford
    • 2 March
    • 9 applications

    Our client, an extremely well established, forward thinking and reputable IFA practice is seeking an experienced and Diploma Qualified Paraplanner to join their team. Main Duties: Report Writing (life, pensions and investments) Comprehensive research in the market place Working closely with clients...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 19 March
    • 1 application

    A highly experienced, well qualified and professional Paraplanner is required by prestigious practice based in the Guildford area. Candidates must have an outstanding knowledge of pensions and investments, be able to produce professional reports of a high standard and have strong IT skills. This role...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 19 March
    • 1 application

    A highly experienced, well qualified and professional Paraplanner is required by prestigious practice based in the Guildford area. Candidates must have an outstanding knowledge of pensions and investments, be able to produce professional reports of a high standard and have strong IT skills. This role...

  • Technical Support Analyst - DRAWDOWN

    Shortlist
    • £30,000 - £33,000 per annum
    • Reigate
    • 24 February
    • 3 applications

    Do you have a good understanding of Drawdown/SIPP's? Good communication skills? These are the main requirements for this role that supports our clients Operations and Sales areas in relation to their products and the supporting legislation. Paraplanners with Drawdown exposure looking for a new challenge...

  • Paraplanner

    Shortlist
    • £28,000 - £35,000 per annum
    • West Byfleet
    • 2 days ago
    • 0 applications

    Our client, a rapidly expanding Wealth Management and Employee Benefit organisation, currently requires a Paraplanner to join their private client IFA division following continued growth. Candidates will be responsible for a range of duties including undertaking technical research and preparation for...

  • IFA Technical Pensions Admin / Paraplanner - Guildford, Surrey

    Shortlist
    • £25,000 - £35,000 per annum
    • Guildford
    • 2 days ago
    • 0 applications

    IFA Technical (Pensions) Administrator / Paraplanner Location: Guildford, Surrey Salary: £25,000 - £35,000 DOE Hours: Working hours will be 9.30am to 5.30pm with an hour for lunch About Us Our Client is a well-established wealth management and financial planning company in Guildford, Surrey. Our...

  • Paraplanners - various excellent opportunities

    Shortlist
    • £30,000 - £40,000 per annum
    • Redhill
    • 18 March
    • 1 application

    We are currently recruiting paraplanners for a number of high profile major UK financial services businesses in various locations around the country. Our clients have impressive track records and even more impressive growth plans. They are looking to support their current and future advisers by expanding...

  • Paraplanner - ongoing contract

    Featured
    Shortlist
    • Salary negotiable
    • Guildford
    • 3 days ago
    • 0 applications

    Our client is looking for an experienced paraplanner based in Surrey Working closely with Private Client Consultants, and with additional support from Client Services Administrators, your principal responsibilities within this role will include:  Prepare letters and technical reports for consultants...

  • Administrator - Financial Services - Woking - £23k

    Shortlist
    • £18,000 - £23,000 per annum
    • Woking
    • 3 days ago
    • 7 applications

    Financial Services Administrator Woking, Surrey Salary up to £23,000 plus benefits Role Overview An experienced administrator, who will be highly organised and articulate and ideally have experience of the financial services sector, is required by a leading Financial Services Company based in Woking...

  • Paraplanner

    Shortlist
    • £37,000 - £39,000 per annum
    • Woking
    • 3 days ago
    • 2 applications

    A successful IFA practice in Surrey has an excellent opportunity for an experienced Paraplanner. The Paraplanner will provide support to Advisers, manage the database system & manage administrative staff. Main Duties: • Undertake research for advisers. • Supervise the administrative staff in...

  • Parapanner - financial planing arm of leading IM

    Shortlist
    • £30,000 - £35,000 per annum, negotiable
    • Guildford
    • 13 March
    • 1 application

    Our client are a global financial services organisation who provide a truly holistic financial planning and Investment Management services to their HNW and UHNW clients. An opportunity has arisen in their Guildford offices for a Paraplanner to join their existing team and working closely alongside their...

  • Trainee Paraplanner - Guildford to £25k

    Shortlist
    • £20,000 - £25,000 per annum, negotiable
    • Guildford
    • 17 March
    • 13 applications

    A rare opportunity to join an established IFA business and gain first class training and benefit from active support and encouragement to study for professional qualification. You will gain invaluable experience in a niche market sector with the leading independent practice in their field widely recognised...

  • Senior Paraplanner, QROPS/QNOPS - Surrey to £40k

    Shortlist
    • £30,000 - £40,000 per annum
    • Surrey
    • 17 March
    • 0 applications

    Well established niche IFA business in international asset transfers wants to hire an experienced Paraplanner, ideally qualified level 4, to strengthen their team and offering . You will be a proven paraplanning professional with previous whole of market experience including tax and pensions advice...

  • Paraplanner/Investment Analyst

    Shortlist
    • £30,000 - £35,000 per annum
    • Guildford
    • 5 March
    • 32 applications

    A fast growing and innovative Independent Financial Services Company based in Surrey are recruiting for a Paraplanner/Investment Analyst. The successful candidate will be working with a team of four holistic advisers with the main areas of focus being Investments, Pensions, Protection, Retirement Planning...

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