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81

Paraplanning jobs in Surrey

 
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  • Paraplanner 'DipFA Qualified'

    Featured
    Shortlist
    • £36,000 - £42,000 per annum
    • Sutton
    • 4 days ago
    • 0 applications

    My client established since 2004 and based in the Sutton area of Surrey have a large High Net Worth client bank and aim to be the most trusted Practice in creating tailored financial solutions. the companies philosophy is providing a full financial planning and wealth management service to our clients...

  • Paraplanner 'DipFA Qualified'

    Featured
    Shortlist
    • £36,000 - £42,000 per annum
    • Sutton
    • 4 days ago
    • 0 applications

    My client established since 2004 have a large High Net Worth client bank and aim to be the most trusted partner in creating tailored financial solutions. the companies philosophy is providing a full financial planning and wealth management service to our clients by establishing long term trusted relationships...

  • Junior Paraplanner

    Shortlist
    • £23,000 - £28,000 per annum
    • Godalming
    • 5 days ago
    • 1 application

    Junior Paraplanner Godalming £23,000 - £28,000 Are you looking for your next step in your financial services career? Are you looking for the chance to join a company who offer exceptional training and career progression? If so, this is an exceptional opportunity for the right candidate to progress...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Croydon
    • 5 days ago
    • 2 applications

    Our client, one of the UK's fastest growing Wealth Management and Employee Benefit Groups, 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...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Godalming
    • 5 days ago
    • 0 applications

    Paraplanner £30,000 - £40,000 dependant on experience Our client is looking for a Paraplanner to join their team in Godalming. Their ideal candidate would have stability of employment in previous roles and 3 years plus experience as a Paraplanner. The environment is a professional, but friendly office...

  • Paraplanner / IFA Admin - Flexi Hours

    Shortlist
    • £30,000 - £36,000 per annum
    • Esher
    • 5 days ago
    • 3 applications

    Paraplanner / Advisor Support / Administrator Esher £30,000 - £36,000 Are you looking for a professional and friendly working environment? Are you looking for the chance to join a company who offer Flexi Hours to support their employees? If so, this is an exceptional opportunity for the right...

  • Part Time Paraplanner

    Shortlist
    • £30,000 per annum, pro-rata
    • Weybridge
    • 23 June
    • 2 applications

    Part Time Paraplanner - £30k pro rata This is a paraplanning role requiring experience of (and confidence in) dealing in the high net worth (HNW) market. The key requirement of this role will be to assist the adviser by producing client reports, life time cash flows and suitability letters in line with...

  • Paraplanner - Guilford

    Shortlist
    • £35,000 - £40,000 per annum
    • Godalming
    • 26 June
    • 0 applications

    Paraplanner Godalming, Guilford In the region of £35,000, plus bonus & benefits Our client is an expanding financial planning firm specialising in the giving of professional advice on a wide range of Financial Service products, specifically Investments and Pensions. This is an excellent opportunity...

  • Experienced paraplanners - Surrey

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 6 days ago
    • 1 application

    Paraplanners Surrey Negotiable plus benefits inc a pension scheme and medical insurance. My client is an award winning specialist pensions provider with a successful and growing IFA division offering investment planning advice to a large and growing client bank. With expansion of the business...

  • Experienced Paraplanner

    Shortlist
    • £40,000 per annum
    • Guildford
    • 22 June
    • 0 applications

    This forward thinking and vibrant IFA, based in Guildford are looking Technical Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable...

  • Paraplanner

    Shortlist
    • £35,000 - £42,000 per annum
    • Godalming
    • 6 days ago
    • 1 application

    An IFA practice based in Godalming, has an opportunity for an experienced Paraplanner to join their team. The successful candidate will provide technical support to Consultants and their teams to ensure a technically competent, compliant and efficient service to clients. Main Duties: - Support in...

  • Paraplanner

    Shortlist
    • £32,000 - £34,000 per annum
    • Guildford
    • 6 days ago
    • 1 application

    An IFA practice based in Guildford, has an opportunity for an experienced Paraplanner to join their team. The successful candidate will provide technical support to Consultants and their teams to ensure a technically competent, compliant and efficient service to clients. Main Duties: - Support in...

  • Senior Paraplanner Required - Excellent Opportunity!

    Shortlist
    • £35,000 - £40,000 per annum
    • Esher
    • 6 days ago
    • 1 application

    Role The role is suitable for an experienced paraplanner with at least 5 years experience in the Financial Services industry whilst preferably holding the CII Diploma or equivalent. The jobholder will be responsible for providing efficient professional support to a Financial Adviser. The jobholder...

  • Paraplanner - West Sussex

    Shortlist
    • Salary negotiable
    • Surrey
    • 26 June
    • 1 application

    Paraplanner - West Surrey £ high level market rate & excellent benefits West Surrey Highly respected national financial services group, providing an excellent platform for on-going career development. Providing technical support for Consultants, in the servicing of new and existing business...

  • Paraplanner / Office Manager

    Shortlist
    • £35,000 - £38,000 per annum, pro-rata
    • Cobham
    • 6 days ago
    • 2 applications

    Paraplanner / Office Manager Part or Full time North Surrey £30,000 - £35,000 Pro Rata My client is a boutique, successful and truly client focused, financial planning firm. They are now seeking an experienced Paraplanner to join them in their provision of excellent client service. The primary...

  • Financial Paraplanner

    Shortlist
    • £35,000 - £43,000 per annum
    • Esher
    • 10 June
    • 2 applications

    Our client, a successful and prestigious Chartered Practice with a wonderful reputation servicing private wealth clients in Surrey and London is looking for an experienced Paraplanner of Chartered Status, or keen to pursue this qualification. This will be a client facing Paraplanner role and suitable...

  • Paraplanner

    Shortlist
    • Competitive salary
    • Godalming
    • 1 week ago
    • 1 application

    Paraplanner, Surrey, Competitive basic salary. My client is a well established Independent Financial Adviser wealth management company. This role is responsible for the provision of technical support to Consultants and their team/s to enable Consultants to deliver their role in a technically competent...

  • Technical Administrator / Paraplanner

    Shortlist
    • £30,000 - £33,000 per annum
    • Dorking
    • 1 week ago
    • 1 application

    Recruit UK are actively representing a small yet successful and progressive firm based in Surrey who offer Independent Financial Advice to Private Clients, with a strong focus on pensions. They believe in focusing on providing a genuine ongoing personal service and this has resulted in them developing...

  • Paraplanner

    Featured
    Shortlist
    • £32,000 - £38,000 per annum
    • Croydon
    • 25 June
    • 3 applications

    • Undertake technical product research from a ‘Whole of Market’ perspective and report writing. • Experience in preparing financial plans coupled with cash-flow modeling tools. • Undertake client related administration, review work and implementation, in order to assist the Financial Planners/Wealth...

  • Senior Sales Support/Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Sutton
    • 25 June
    • 6 applications

    A fantastic opportunity has arisen for an experienced sales support Administrator who is adept at dealing with HNW clients, to join a leading IFA in their Surrey team. You will provide technical support to their directors and clients and have good Investment and Pensions knowledge. Responsibilities:...

  • Paraplanner Guilford

    Shortlist
    • £30,000 - £40,000 per annum
    • Guildford
    • 3 days ago
    • 1 application

    Paraplanner £30000 - £40000 A fantastic opportunity to work along side very successful IFAs in a rapidly growing firm. The wealth management clientele includes high end parliamentary individuals and major celebrities. Candidates must have good product knowledge and know SIPs market well, also must...

  • Paraplanner - Part Time or Full time

    Shortlist
    • £34,000 - £38,000 per annum, pro-rata
    • Surrey
    • 1 week ago
    • 2 applications

    Paraplanner / Office Manager Part or Full time. North Surrey Up to £38,000 Pro Rata - Depending on Experience My client is a boutique, successful and truly client focused, financial planning firm. They are now seeking an experienced Paraplanner to join them in their provision of excellent client...

  • Paraplanner/Technical Support - full time/part time or flexitime

    Shortlist
    • £34,000 - £38,000 per annum
    • Cobham
    • 1 week ago
    • 3 applications

    Our client, a small, friendly and professional practice soon to be moving to Cobham in Surrey is looking for a Paraplanner to be part of a team providing technical support to 3 Advisers. Ideally you should be level 4 qualified or working towards this. Duties will involve research, preparing files for...

  • Senior Sales Support/Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Croydon
    • 25 June
    • 9 applications

    A fantastic opportunity has arisen for an experienced sales support Administrator who is adept at dealing with HNW clients, to join a leading IFA in their Surrey team. You will provide technical support to their directors and clients and have good Investment and Pensions knowledge. Responsibilities:...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Surrey
    • 1 week ago
    • 1 application

    An award-winning Financial Planning business, based in Surrey (south of Guildford), are currently recruiting for an experienced, technically-minded Paraplanner to join the business on a permanent basis; to provide product research and report writing support to a Financial Advisor operating in the holistic...

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