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48

Paraplanning jobs in Surrey

 
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  • Paraplanner - Flexible Hours, Part Time.

    Shortlist
    • £25,000 - £30,000 per annum, pro-rata
    • Croydon
    • 20 January
    • 11 applications

    A successful and expanding IFA practice based in the Croydon area are looking to recruit an experienced Paraplanner to work alongside the Directors of the company and existing staff, in further developing the business. Previous experience working within an IFA practice is essential. Experience constructing...

  • Corporate Paraplanner - Pensions

    Shortlist
    • Salary negotiable
    • Surrey
    • 4 days ago
    • 0 applications

    Corporate Paraplanner - Pensions £ high level salary + excellent benefits West Surrey High respected national financial services group, actively supporting a culture of continuous learning and development. This is a varied and challenging role, and offers further potential to develop within the team...

  • Pension Technician/Paraplanner

    Shortlist
    • £28,000 - £34,000 per annum
    • Guildford
    • 30 January
    • 5 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...

  • Full Time Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 19 January
    • 4 applications

    A chartered Financial Planning practice in Kingston has a full time opportunity available for a diploma qualified Paraplanner. Main Duties: - Responsible for providing efficient professional support to a Financial Adviser. - Develop professional relationships with colleagues, clients and product...

  • Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Guildford
    • 30 January
    • 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/Investment Analyst

    Shortlist
    • £30,000 - £35,000 per annum
    • Guildford
    • 19 January
    • 31 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
    • £35,000 - £45,000 per annum
    • Guildford
    • 30 January
    • 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 - £38,500 per annum, OTE
    • Reigate
    • 5 days ago
    • 1 application

    Do you answer technical queries? A good understanding of Drawdown? Good communication skills? These are the three 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...

  • Paraplanner / Adviser

    Shortlist
    • £30,000 - £35,000 per annum
    • Guildford
    • 5 days ago
    • 0 applications

    A leading independent based near Guildford is looking to expand with a Paraplanner/Adviser. They will pay in excess of £35k and a generous bonus for the right candidate. The firm is a long standing IFA business which is directly authorised and has a leading position in particular niche client groups...

  • Technical Paraplanner

    Shortlist
    • £40,000 - £48,000 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, Int'l Asset Planning - Surrey to £40k

    Shortlist
    • £30,000 - £40,000 per annum
    • Surrey
    • 3 February
    • 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...

  • Trainee Paraplanner

    Shortlist
    • £28,000 - £30,000 per annum
    • Godalming
    • 3 February
    • 11 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

    Shortlist
    • £30,000 - £35,000 per annum, OTE
    • Reigate
    • 6 days ago
    • 2 applications

    We are working with a National Wealth Management Company seeking a Paraplanner to join their office to work alongside the IFA Director. The ideal candidate will have experience of working as a Paraplanner, excellent interpersonal and communication skills with a proven record of writing high quality...

  • Paraplanner

    Shortlist
    • £37,000 - £39,000 per annum
    • Woking
    • 10 February
    • 1 application

    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...

  • Technical Paraplanner

    Shortlist
    • £40,000 - £48,000 per annum
    • Weybridge
    • 2 days ago
    • 0 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...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £45,000 per annum
    • Guildford
    • 30 January
    • 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...

  • Paraplanner

    Shortlist
    • £30,000 - £38,000 per annum
    • Weybridge
    • 2 days ago
    • 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...

  • Paraplanner

    Shortlist
    • £28,000 - £40,000 per annum
    • Guildford
    • 2 days ago
    • 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...

  • Corporate Pensions Paraplanner - Surrey

    Shortlist
    • £40,000 - £45,000 per annum
    • Surrey
    • 19 February
    • 0 applications

    Corporate Paraplanner - Surrey Salary up to £42,000 plus benefits A national financial planning business with a corporate arm is keen to appoint a Paraplanner to assist the team by supporting Senior Consultants in an Corporate Paraplanner position. Provide providing technical and new business report writing...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Guildford
    • 18 February
    • 1 application

    Position: Senior Paraplanner Location: Guildford Salary: £35,000 - £40,000 Our client, a highly reputable IFA firm in the Guildford area are looking to expand the Team by taking on an experienced and qualified Paraplanner. In this office you will continue to progress technically and be a key...

  • IFA Sales Support Administrator with Report Writing

    Shortlist
    • Salary negotiable
    • Weybridge
    • 10 February
    • 5 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

    Shortlist
    • £28,000 - £35,000 per annum
    • West Byfleet
    • 13 February
    • 1 application

    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...

  • Senior Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum
    • Guildford
    • 12 February
    • 1 application

    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; to support a Financial Advisor operating in the UK Financial Planning Market, covering tax based advice as well as Pensions, Investments...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Guildford
    • 11 February
    • 1 application

    Our client is a boutique Wealth Management business in Guildford, Surrey. Based in modern and open plan offices they provide financial planning advice and investment management services to a portfolio of HNW/UHNW clients. As a modern day wealth manager this organisation has a more personal approach...

  • Trainee Paraplanner

    Shortlist
    • £20,000 - £25,000 per annum
    • Guildford
    • 11 February
    • 8 applications

    Our client is a well respected international financial planning business with offices in Guildford, Surrey. This organisation provide financial advice to private clients relocating abroad & non doms moving back to the UK. Their current requirement is for a Trainee Paraplanner to join the business...

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