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51

Paraplanning jobs in Surrey

 
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  • Paraplanner

    Just Added
    Shortlist
    • £28,000 - £35,000 per annum
    • West Byfleet
    • Today
    • 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...

  • Trainee Paraplanner - Graduate

    Shortlist
    • £21,000 - £25,000 per annum
    • Epsom
    • 20 November
    • 19 applications

    Our client, a well established and growing IFA practice is looking for a Graduate with ideally between six months and 2 years experience within Financial Services to join their team. You will be working alongside a Paraplanner, IFAs and company directors. You will be given exposure to interesting and...

  • Paraplanner

    Shortlist
    • £28,000 - £40,000 per annum
    • Weybridge
    • 24 November
    • 1 applications

    Our client, a well established, highly successful, growing IFA practice is looking for a bright, intelligent, ambitious and dedicated individual to work as a Paraplanner, being responsible for report writing. This is a responsible role; managing the pipeline business and also managing the third party...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum, pro-rata
    • Tolworth
    • Yesterday
    • 4 applications

    Due to strong organic growth, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced Senior Paraplanner on a part-time basis. Our client is very well respected in the Surrey area, having established a large and loyal...

  • Trainee Paraplanner (Graduate)

    Shortlist
    • £21,000 - £25,000 per annum
    • Bagshot
    • 9 December
    • 4 applications

    Our client, a well established and growing IFA practice is looking for a Graduate with ideally between six months and 2 years experience within Financial Services to join their team. You will be working alongside a Paraplanner, IFAs and company directors. You will be given exposure to interesting and...

  • Senior Paraplanner - Multiple offices in London and Surrey

    Shortlist
    • £45,000 - £50,000 per annum
    • Weybridge
    • 9 December
    • 0 applications

    Our client is a HNW Wealth Management firm with offices based in Weybridge Surrey and the City of London. They have a total of 16 advisers who are all writing a minimum of 180k with their top adviser writing 1.2million. They are heavily focused on HNW and UHNW clients with minimum investable assets of...

  • Paraplanner

    Shortlist
    • £32,000 - £37,000 per annum
    • Guildford
    • 19 November
    • 0 applications

    An established and recognised wealth manager now requires a top end Diploma qualified paraplanner to join the team. This role is key within the financial planning/advisor team. The right individual will be suitably qualified, Diploma level minimum. You must have the ability to be able to complete...

  • Senior Paraplanner

    Just Added
    Shortlist
    • £25,000 - £30,000 per annum
    • Surrey
    • 2 days ago
    • 0 applications

    (Senior) Paraplanner £30,000 to experience + benefits Mid Surrey Long established and respected independent provincial IFA. Newly created opportunity arising from continued growth, to ensure the consistent delivery of a first class service for existing and new clients. Working closely with Directors...

  • Trainee Paraplanner

    Shortlist
    • £22,000 - £24,000 per annum
    • Surrey
    • 3 days ago
    • 6 applications

    IFA Company based in Surrey require a Trainee Paraplanner to complement their existing team servicing Corporate Clients. The role will be a mix of administration and research/report writing. Duties will include providing full back up support for the IFA, preparation of selected materials, processing...

  • Trainee Paraplanner

    Shortlist
    • £28,000 - £30,000 per annum
    • Godalming
    • 3 days ago
    • 2 applications

    A growing Financial Services company in Surrey, has an excellent opportunity for a Trainee Paraplanner. The organisation pride themselves on providing high quality, customer driven advice , focusing mainly on Investments, Pensions, Protection, Retirement Planning and Estate Planning. Main Duties:...

  • Paraplanner/Investment Analyst

    Shortlist
    • £30,000 - £35,000 per annum
    • Guildford
    • 4 December
    • 22 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...

  • Senior Paraplanner

    Shortlist
    • £40,000 - £45,000 per annum
    • Surrey
    • 3 days ago
    • 0 applications

    Ref: 1794 Senior Paraplanner Surrey to c. £45,000 Our client, a mid sized wealth management firm are currently seeking a senior paraplanner to compliment their current team. The role will work closely alongside the IFA, with a full support team. Responsibilities within this role will include - Preparing...

  • Pensions Paraplanner

    Shortlist
    • £27,000 - £30,000 per annum
    • Shere
    • 10 November
    • 0 applications

    Our client, a highly successful IFA practice is looking for a Paraplanner to be based in their offices in the Surrey Hills to provide an effective paraplanning service to advisers. The ideal candidate will be ambitious, enthusiastic and adaptable. You will possess excellent customer service skills...

  • Experienced Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Surrey
    • 3 December
    • 2 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...

  • Pension Technician/Paraplanner

    Shortlist
    • £28,000 - £34,000 per annum
    • Guildford
    • 11 December
    • 4 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...

  • Plan manager/Paraplanner/Trainee planner

    Featured
    Shortlist
    • £28,000 - £32,000 per annum
    • Croydon
    • 4 days ago
    • 5 applications

    Organisation Description My client is a well established Independent Financial advisory firm with a loyal customer base with the highest levels of bespoke financial advice and guidance. An excellent opportunity has now arisen for a Plan manager/Paraplanner/Trainee planner role to join their team. £28...

  • Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Guildford
    • 11 December
    • 3 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...

  • Home based paraplanner

    Shortlist
    • £30,000 - £36,000 per annum
    • Surrey
    • 3 December
    • 3 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

    Shortlist
    • £37,000 - £39,000 per annum
    • Woking
    • 25 November
    • 0 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...

  • Paraplanner

    Shortlist
    • £28,000 - £32,000 per annum
    • Camberley
    • 11 December
    • 2 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

    Shortlist
    • £25,000 - £35,000 per annum
    • Weybridge
    • 25 November
    • 0 applications

    A leading Wealth management Client is looking for a Diploma Qualified Para-planner to join the team. They will also consider those candidates who are currently studying the Diploma in Financial Planning. You will be expected to provide technical support to the firms Chartered Financial Planners. You...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 11 December
    • 1 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...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 11 December
    • 1 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...

  • Graduate calibre Trainee Paraplanner-Surrey

    Shortlist
    • £21,000 - £25,000 per annum
    • Sutton
    • 21 November
    • 16 applications

    Trainee Paraplanner - Graduate Sutton £21-25,000 Our client, a well established and growing IFA practice is looking for a Graduate with ideally between six months and 2 years experience within Financial Services to join their team. You will be working alongside a Paraplanner, IFAs and company directors...

  • Paraplanner

    Shortlist
    • £30,000 - £38,000 per annum
    • Weybridge
    • 3 December
    • 0 applications

    Our client is a well established and successful Wealth Management practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client...

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