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61

Paraplanning jobs in Surrey

 
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  • Pension Technician/Paraplanner

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    • £28,000 - £34,000 per annum
    • Guildford
    • 9 July
    • 1 applications

    Our client, a well established intermediary is looking for a pension specialist to join their team in a technical/analytical role. Candidates should ideally have acquired Diploma or be studying towards it and have an in depth knowledge of pensions. Duties are likely to include:- Performing administration...

  • Paraplanner

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    • £35,000 - £40,000 per annum
    • Guildford
    • 17 July
    • 2 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

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    • £28,000 - £32,000 per annum
    • Camberley
    • 17 July
    • 0 applications

    A Financial Services organisation in Surrey is recruiting for an experienced Paraplanner to join their busy team. The successful individual will provide support to two Investment Advisors, conducting research, communicating with clients and supporting the compliance function. Main Duties: - Provide...

  • Paraplanner

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    • £32,000 - £40,000 per annum
    • Guildford
    • 17 July
    • 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...

  • Paraplanner - URGENT

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    • £26,000 - £33,000 per annum, inc benefits
    • Guildford
    • 21 July
    • 12 applications

    An established and recognised Wealth Manager now requires a Paraplanner to join the team. This role is key within the financial planning team, seeing you work closely with IFA's and the compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready...

  • Paraplanner

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    • Salary negotiable
    • Guildford
    • 9 July
    • 1 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...

  • Paraplanner

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    • £40,000 - £45,000 per annum
    • Guildford
    • 17 July
    • 6 applications

    Our client, a well established, successful and highly reputable IFA practice is looking for a Paraplanner to join their team. Main Duties: Report writing (life, pensions and investments) Comprehensive research in the market place Working closely with consultants in preparing relevant work Meet with...

  • Paraplanner

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    • £30,000 - £36,000 per annum
    • Reigate
    • 17 July
    • 3 applications

    Our client, a highly regarded company with a team of experienced IFAs and Chartered Financial Planners are seeking an experienced Paraplanner to join their team due to expansion and growth. Our clients need somebody with experience of research, report writing, platforms and wraps. The jobholder will...

  • Paraplanner

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    • £35,000 - £40,000 per annum
    • Guildford
    • 17 July
    • 1 applications

    Our client, a highly successful, prestigious and reputable IFA practice based in Guildford are looking for a highly experienced Paraplanner, ideally of Chartered Status to join their team due to the current Paraplanner progressing within the firm to an Adviser role. Main Duties: Expertise should...

  • Paraplanner Required

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    • £25,000 - £30,000 per annum, inc benefits
    • Addlestone
    • 9 July
    • 15 applications

    An excellent opportunity has arose with a leading wealth manager for a Paraplanner/Technical Assistant near Addlestone. Paraplanning role requiring experience of (and confidence in) dealing in high net worth (HNW) market. Attention to detail, ability to work unsupervised, under pressure and to tight...

  • Paraplanner / Technical Assistant

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    • £48,000 per annum
    • Weybridge
    • Yesterday
    • 4 applications

    Technical Assistant Weybridge, Surrey Up to £48,000 - dependant on experience and qualifications Overview Our client in Weybridge has an opportunity for a Paraplanner / Technical Assistant. This role requires experience dealing in high net worth markets, an excellent attention to detail and...

  • Technical Administrator/Paraplanner

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    • Salary negotiable
    • Weybridge
    • 5 days ago
    • 1 applications

    A successful Wealth Management organisation in Surrey is recruiting for an experienced Technical Administrator/Paraplanner. The role is a hybrid administrative & paraplanning role, dealing with the HNW market. Duties will include administration, technical research, pre and post meeting preparation...

  • Paraplanner

    Ending soon
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    • £35,000 - £40,000 per annum
    • Guildford
    • 6 days ago
    • 0 applications

    I am currently working with a quality financial planning division of a large employee benefits firm with an office based in Guildford. They are looking for a Paraplanner to provide technical support to a Director level Adviser. They need someone experienced who can hit the ground running. The role will...

    2 jobs matching this search were posted in the last week

  • Paraplanner

    Ending soon
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    • £28,000 - £35,000 per annum
    • Virginia Water
    • 17 June
    • 6 applications

    Our client, a well established, prestigious and successful IFA practice with an impressive client bank that includes personalities from the entertainment and media world is looking for an experienced and qualified Paraplanner to take over from somebody that has been in the role a long time who is relocating...

  • IFA Administrator / Paraplanner

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    • £25,000 - £35,000 per annum
    • Egham
    • 15 July
    • 5 applications

    IFA Administrator / Paraplanner / Sales Support An excellent opportunity has become available for an experienced IFA Administrator / Paraplanner to join this established and highly regarded financial services practice based Surrey. Your main responsibility will be to support a team of advisers, with a...

  • Senior paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 15 July
    • 2 applications

    The successful candidate will be confident in: Preparing draft agendas for client meetings Establishing and building strong relationships with clients and attending client meetings when required. Diarising to ensure client paperwork and proposals move forward, obtaining letters of authority from...

  • Paraplanner

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    • £24,000 - £28,000 per annum
    • Reigate
    • 7 July
    • 3 applications

    Exciting opportunity for a career minded and forward thinking individual that is looking to be part of a new business. This will be working for two IFAs, both are well established with impressive client portfolios and another Administrator. Duties will involve research, recommendations, reason why letters...

  • Technical Administrator/Paraplanner

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    • £30,000 - £35,000 per annum
    • Weybridge
    • 17 June
    • 4 applications

    Technical Administrator/Paraplanner - This role is not for someone that is a paraplanner wanting to become a consultant however, it is an administration role that requires the existing technical ability to write suitability letters/reports. It is a position in a high powered team of 7 supporting the CEO...

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  • Experienced Paraplanner

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    • £35,000 - £40,000 per annum
    • Surrey
    • 22 July
    • 1 applications

    Senior Paraplanner To C£40,000 + benefits and bonus. Surrey My client is an established IFA group who are looking for a numerate paraplanner to assist the senior financial planners and MD of a highly successful regional IFA practice. This will focus on research, report writing, liaising with clients...

  • Paraplanner

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    • £32,000 - £38,000 per annum
    • Guildford
    • 10 July
    • 2 applications

    A Guildford based Financial Services practice is recruiting for a Paraplanner to join their Private Client Team. The successful candidate will support the Consultant, deliver a quality service to clients and have excellent knowledge of pensions, investment and protection related products and services...

  • Paraplanner/Investment Analyst

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    • £30,000 - £35,000 per annum
    • Guildford
    • 18 July
    • 13 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...

  • Home based paraplanner

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    • £30,000 - £36,000 per annum
    • Surrey
    • 18 July
    • 0 applications

    Senior Paraplanner Home based Salary £30,000 to £36000 depending on experience My client is a new and growing company providing paraplanning services to the IFA community. They are looking to recruit 4 full-time paraplanner’s to provide home based report writing facility for their expanding client...

  • Paraplanner

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    • Salary negotiable
    • Surrey
    • 14 July
    • 0 applications

    Paraplanner required for the Wealth Management division of an organisation based in Surrey. In this role, you will assist the Consultant in all aspects of their work with clients including researching and producing reports for Consultant client meetings. As a Paraplanner, you will deal with Clients and...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 18 July
    • 1 applications

    Our client is a well established and successful Private Client / 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, report...

  • Paraplanner

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    • £26,000 - £32,000 per annum
    • Croydon
    • 18 July
    • 0 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...

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