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44

Paraplanning jobs in Surrey

 
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  • Para-planner

    Shortlist
    • £20,000 - £45,000 per annum, inc benefits
    • Leatherhead
    • 20 January
    • 1 application

    Our client is a national Financial Advisory organisation, providing high end Financial and Investment Planning advice to a variety of HNW private and corporate clients. Due to continuous growth and increasing client workload, a rare opportunity has arisen for a Para-planner to join the team in the Leatherhead...

  • Paraplanner - Flexible Hours, Part Time.

    Shortlist
    • £25,000 - £30,000 per annum, pro-rata
    • Croydon
    • 20 January
    • 6 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...

  • Paraplanner

    Shortlist
    • £45,000 per annum
    • Guildford
    • Yesterday
    • 5 applications

    Paraplanner Guildford - Surrey £45,000 Our client is well established Wealth Management business and they are now looking to expand its technical team by recruiting for a Paraplanner. You will be required to carry out full duties of a paraplanner. You will ideally be Diploma qualified but not a...

  • Technical Paraplanner

    Shortlist
    • £40,000 - £48,000 per annum
    • Weybridge
    • 16 January
    • 0 application

    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...

  • 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 - Surrey - UP TO £36,000 benefits

    Shortlist
    • £28,000 - £35,000 per annum
    • Woking
    • 15 January
    • 4 applications

    Clark James Financial Services Recruitment are working with a highly established IFA for an experienced and Paraplanner to join their office based in Surrey. The Paraplanner needs to be experience in dealing with HNW clients, dealing with research, asset allocation and writing comprehensive suitability...

  • Paraplanner/Investment Analyst

    Shortlist
    • £30,000 - £35,000 per annum
    • Guildford
    • 19 January
    • 28 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 per annum
    • Guildford
    • 6 days ago
    • 0 application

    Senior Paraplanner - Guildford, Surrey Salary up to £40,000 plus benefits An independent financial planning and investment management business is keen to appoint a Senior Paraplanner to provide comprehensive technical support to a small team of high quality, fee-based Financial Planners. - Research and...

  • Paraplanner

    Shortlist
    • £30,000 - £38,000 per annum
    • Weybridge
    • 15 January
    • 0 application

    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
    • £33,000 - £38,000 per annum
    • Hindhead
    • 6 days ago
    • 0 application

    An outstanding opportunity to work for a brand new IFA Group has arisen in Hindhead, Surrey. Our client, PE backed, has enlisted our help to find an experienced, ambitious Paraplanner to head up their Administration Team. Offering excellent offices, free parking and a stable team of Advisers, our client...

  • Paraplanner

    Shortlist
    • £28,000 - £40,000 per annum
    • Guildford
    • 15 January
    • 1 application

    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...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum, OTE
    • Reigate
    • 14 January
    • 0 application

    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...

  • Senior Paraplanner/Client Services Manager - CF30

    Shortlist
    • £40,000 - £50,000 per annum, negotiable
    • Weybridge
    • 14 January
    • 1 application

    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...

  • Plan manager/Paraplanner/Trainee planner

    Featured
    Shortlist
    • £28,000 - £32,000 per annum
    • Croydon
    • 21 January
    • 9 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
    • £24,000 - £28,000 per annum
    • Mitcham Junction
    • 9 January
    • 6 applications

    Our client, a very well established IFA practice with a strong client base is looking for a smart, professional individual to work closely with one of the directors in a multi-tasked role. The position will be full support to the Adviser including PA duties, sales support, client relationship management...

  • Senior Corporate Client Services Paraplanner

    Shortlist
    • £25,000 - £28,000 per annum
    • Dorking
    • 12 January
    • 0 application

    Senior Corporate Client Services Paraplanner Part time OR Full Time £25,000 - £28,000 depending on experience plus benefits & Parking Nr Dorking MUST DRIVE – RURAL LOCATION An exciting opportunity has arisen for a Senior Corporate Client Services Paraplanner to join an existing team within a...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Reigate
    • 9 January
    • 1 application

    Paraplanner Location: Reigate Salary: £30,000 - £40,000 Our client based in Reigate is seeking an experienced and well qualified Paraplanner. Duties will include: • Report writing (Life, Pensions and Investments) and comparative analysis • Comprehensive research in the market place • Work closely...

  • Technical Paraplanner

    Shortlist
    • £40,000 - £48,000 per annum
    • Guildford
    • 9 January
    • 0 application

    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,...

  • Paraplanner, Salary c. £35K, plus benefits and bonus.

    Shortlist
    • £30,000 - £34,000 per annum, negotiable
    • Kingston Upon Thames
    • 8 January
    • 0 application

    My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and...

  • IFA Support Administrator

    Shortlist
    • £25,000 - £30,000 per annum
    • Surrey
    • 8 January
    • 1 application

    IFA Support/Paraplanner £30,000 to experience + benefits Mid Surrey Long established and respected independent provincial IFA, with an excellent reputation founded on the consistent delivery of a first class service for existing and new clients. Overview of the company and role : The team of...

  • Plan manager/Paraplanner/Trainee planner

    Featured
    Shortlist
    • £28,000 - £32,000 per annum
    • Croydon
    • 8 January
    • 17 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...

  • Experiencd Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 8 January
    • 0 application

    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...

  • Wealth Planning Assistant - Paraplanner

    Shortlist
    • £34,000 - £40,000 per annum, negotiable
    • Guildford
    • 7 January
    • 2 applications

    A long established and profitable IFA based in Guildford are currently in the market for an experienced Paraplanner to join their busy team . Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services...

  • Paraplanner/Associate Consultant

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 7 January
    • 6 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...

  • Experienced Paraplanner - Full or Part-time.

    Shortlist
    • £30,000 - £40,000 per annum
    • Surrey
    • 6 January
    • 3 applications

    Paraplanner - Full or Part Time Approx 3 days per week minimum part time £30,000 to £40,000 Full time + extensive benefits Esher, Surrey It could be a full time or part time role (part time hours of approximately 20 hours per week/or 3 days per week) with a leading chartered financial planner....

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