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Paraplanning jobs in Surrey

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IFA Paraplanner

Posted Today by First 4 Personnel (& Temps) Ltd New
IFA Paraplanner Guildford £40,000 - £45,000 depending on experience Excellent benefits package plus qualifications An exciting opportunity has become available for an IFA Paraplanner to join one of the top Financial Adviser firms in Guildford. In return the Company is offering a competitive salary...

Paraplanner

Posted 4 days ago by Coast Specialist Recruitment
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...

*** SENIOR PARAPLANNER******

Posted Yesterday by Reed Insurance Featured
We are rectruiting for a very busy and high performing IFA pratice that is now seeking a a Senior Paraplanner to assist and work on a one on one basis with the Senior Partner to help develop and suppport the current business requirements.   This is a exciting opportunity and we are seeking individuals...

Senior Sales Support

Posted Yesterday by Reed Insurance Featured
Top Financial Adviser Firm based in Alton is looking for a strong, experienced full-time Senior Sales Support/ Trainee Paraplanner to join its existing friendly and busy team. The successful candidate will provide strong administrative support and will be in daily contact with Investment/Insurance companies...

Junior Paraplanner

Posted Yesterday by Cranleigh Personnel New
Junior Paraplanner Guildford £22,000 - £25,000 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...

Part Time Paraplanner

Posted Yesterday by Cranleigh Personnel New
Part Time Paraplanner Leatherhead Up to £27,000 pro rota 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 candidate to...

Paraplanner

Posted Yesterday by Cranleigh Personnel New
Paraplanner Horley £30,000 - £36,000 Are you looking for your next career step in Paraplanning within a Chartered Financial Practice? Are you looking for an opportunity to work alongside Chartered Financial Planners within a well-established IFA practice. Also offering the opportunity to progress...

Paraplanner

Posted 21 January by Coast Specialist Recruitment
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 - Ethical Investment Management firm

Posted Yesterday by Recruit UK New
Recruit UK are representing an Investment Management firm who provide Investment services for private clients, charities, pension funds and trusts. They provide bespoke investment solutions, working directly with investors, and referred clients such as financial advisers, accountants, lawyers and Tax...

Paraplanner

Posted 21 January by Coast Specialist Recruitment
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...

Senior Paraplanner

Posted 21 January by Coast Specialist Recruitment
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

Posted 21 January by Coast Specialist Recruitment
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

Posted Yesterday by MB Fitzgerald New
Our client are a well established Financial Planning business with offices in Guildford, Surrey. Due to on going growth within the business and increasing business levels, they now require an experienced Paraplanner to join their team. You will be part of a highly professional and qualified paraplanning...

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Paraplanner

Posted 6 days ago by Solid Recruitment Solutions Featured
Our client who has been in financial investment/management services for over 40 years dealing with a broad range of clients. They are now looking for a Paraplanner to join their expanding business. The position is reporting to the Operations Director. Based in central Guildford the role is working Monday...

Paraplanner

Posted 6 days ago by Renato Recruitment Limited
Purpose of the role To complete a number of non-client facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients. Skills and knowledge Skills Excellent inter-personal skills, both written and verbal. Excellent report writing skills. Accurate with good attention...

Chartered Paraplanner - Surrey

Posted 6 days ago by Coast Specialist Recruitment
An IFA practice based in Guildford has an excellent opportunity for a Chartered Paraplanner to join their team. The firm are recognized as one of the best in the industry and as such are looking foran experienced individual. Ideally you will be Level 4 qualified or working towards this. Additionally...

Paraplanner - Guildford

Posted 26 January by Accountancy Divisions Limited
A large national Financial Services business with their head office in Surrey requires and experienced Paraplanner and will pay towards £40k for the right candidate. The firm has an IFA business based in various offices in the UK which are provided with a Paraplanning service by head office in a centre...

Paraplanner

Posted 26 January by SLM Search & Selection
Our client a boutique regional wealth management firm providing bespoke financial planning to a range of clients from individuals to corporates and trusts, seeking a Paraplanner to join their organisation based in Guildford Main Duties: Working with the Financial Planning Team and other colleagues...

Paraplanner - HNW IFA practice

Posted 29 January by Blakemore Recruitment
A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a small, highly professional IFA business in Surrey. You will provide technical support to the adviser on a one-on-one basis as well as dealing with any communications from clients whether...

Senior Paraplanner

Posted 21 January by Coast Specialist Recruitment
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 - Ethical Investment Management firm

Posted 1 week ago by Recruit UK
Recruit UK are representing an Investment Management firm who provide Investment services for private clients, charities, pension funds and trusts. They provide bespoke investment solutions, working directly with investors, and referred clients such as financial advisers, accountants, lawyers and Tax...

Paraplanner - IFA Experience required

Posted 1 week ago by Recruit UK
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

Posted 7 January by Aston Charles Ltd
A prestigious, highly respected Financial Services company is looking for a qualified Paraplanner for its practice based in Guildford. This is truly an exceptional opportunity to work for a leading organisation, where you will be able to carve yourself a rewarding long-term career. Your role will mainly...

Paraplanner

Posted 29 January by Switch Recruitment
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...

Trainee Paraplanner (pensions)

Posted 6 January by Optima Recruitment
Trainee Paraplanner This is a superb opportunity for an experienced DB pensions administrator who is looking to move into a paraplanning role within an expanding financial services specialist Full training and support will be given to ensure you are a fully qualified a paraplanner, usually within...
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