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77

Paraplanning jobs in Surrey

 
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  • Full Time Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 27 October
    • 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

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    • £30,000 - £40,000 per annum, pro-rata
    • Tolworth
    • 10 November
    • 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...

  • Paraplanner

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    • £30,000 - £36,000 per annum
    • Guildford
    • 5 days ago
    • 1 applications

    A leading Advisory and Asset Management firm is looking to expand its Guildford branch by taking on a paraplanner to work alongside the increasing advisory service that the firm is offering. My client is looking to take on a paraplanner to join an experienced team of financial planners and admin staff...

  • Paraplanner

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    • £30,000 - £40,000 per annum
    • Leatherhead
    • 17 October
    • 0 applications

    Our client, a prestigious, successful and well established Wealth Management practice offering a highly professional, friendly and bespoke service to HNC clients, is looking for a well qualified and experienced Paraplanner to work alongside the MD of the company. Duties include:- Research Report writing...

  • Senior Paraplanner/Client Services Manager - CF30

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    • £40,000 - £50,000 per annum, negotiable
    • Weybridge
    • 5 days ago
    • 0 applications

    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

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    • £28,000 - £35,000 per annum
    • Weybridge
    • 29 October
    • 1 applications

    Our client, a forward thinking organisation that has experienced successful growth over the last few years, is looking for an experienced Paraplanner to work closely alongside the two Directors. Duties involve research, report writing, technical administration, liaison with clients, providers etc. ...

  • Pensions Paraplanner

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    • £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...

  • Pensions Administrator

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    • £24,000 per annum
    • Surbiton
    • 5 days ago
    • 4 applications

    An opportunity has arisen within a multi award winning Consultancy for a full-time Pensions Administrator to join its expanding team in Surbiton. The Role You will be working on variety of occupational pension schemes' , both DB and DC, the successful candidate will work as part of the team providing...

  • IFA Sales Support Administrator with Report Writing

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    • Salary negotiable
    • Weybridge
    • 13 October
    • 4 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...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Guildford
    • 14 November
    • 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,...

  • Trainee Paraplanner

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

  • Part Time Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 13 October
    • 8 applications

    A chartered Financial Planning practice in Kingston has a part time opportunity available for a diploma qualified Paraplanner. The role will be approx 20+ hours per week/3 days per week and will suit an experienced and qualified individual. Main Duties: - Responsible for providing efficient professional...

  • Investment Manager - Boutique firm

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    • £50,000 - £60,000 per annum
    • Surrey
    • 6 days ago
    • 0 applications

    Investment Manager Salary: To £60,000 plus Bonus Location: Surrey/Berkshire Borders An exciting role has become available within this start-up wealth management firm who are looking for an experienced Investment Manager to join the team. Working within this start up will provide you with a fantastic...

  • Paraplanner

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    • £20,000 - £25,000 per annum
    • Sutton Abinger
    • 6 days ago
    • 6 applications

    Organisation Description I am currently recruiting on behalf of a successful Independent Financial Advisory business who have a office on the outskirts of London expanding at a steady rate. Due to the expansion they are looking to take on a Paraplanner to support the Financial Planners. Job Description...

  • Paraplanner/Associate Consultant

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    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 13 November
    • 3 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...

  • Technical Paraplanner

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    • £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...

  • Paraplanner

    Just Added
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    • £26,000 - £32,000 per annum
    • Croydon
    • 2 days ago
    • 1 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...

  • Graduate calibre Trainee Paraplanner-Surrey

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    • £21,000 - £25,000 per annum
    • Sutton
    • 2 days ago
    • 3 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...

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  • Tarinee Paraplanner

    Just Added
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    • £22,000 - £28,000 per annum
    • Surrey
    • 2 days ago
    • 0 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...

  • Paraplanner

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    • £30,000 - £35,000 per annum
    • Shere
    • 5 November
    • 0 applications

    Paraplanner Our client, a prestigious Chartered IFA practice based in the beautiful Surrey Hills area is looking for an experienced, qualified paraplanner to work with a team of senior advisers. Duties include:- Attendance at some client meetings Manage diaries in respect of client meetings Research...

  • Paraplanner

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    • £30,000 - £35,000 per annum
    • Westcott
    • 5 November
    • 2 applications

    Our client, a prestigious Chartered IFA practice based in the beautiful Surrey Hills area is looking for an experienced, qualified paraplanner to work with a team of senior advisers. Duties include:- Attendance at some client meetings Manage diaries in respect of client meetings Research Report writing...

  • Experiencd Paraplanner

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    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 13 November
    • 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...

  • Trainee Paraplanner

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    • £21,000 - £25,000 per annum
    • Sutton
    • 3 days ago
    • 5 applications

    Due to a recent business acquisition, our client, a leading firm of Independent Financial Advisers, are expanding their headcount. They are seeking an enthusiastic individual who is passionate about building a long term career within Financial Services. They are happy for the successful candidate to...

  • Trainee Paraplanner - Graduate

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    • £21,000 - £25,000 per annum
    • Epsom
    • 3 days ago
    • 6 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

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    • Salary negotiable
    • Surrey
    • 3 days ago
    • 0 applications

    Paraplanner Highly competitive salary & excellent benefits West Surrey Working alongside Consultants to deliver a high quality service for new and existing Private Clients, including HNW. The portfolios cover a comprehensive range of pensions, investment and protection related products. Applicants...

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