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56

Paraplanning jobs in Surrey

 
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  • Paraplanner/Mortgage Adviser

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    • £22,000 - £30,000 per annum
    • Croydon
    • Today
    • 0 applications

    Our client, a well established IFA practice with a long standing portfolio of clients, is looking for an experienced Paraplanner to work alongside two consultants. Duties include:- research, report writing, compliance administration, sales support, file preparation, new business administration, reason...

  • Paraplanner

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    • £33,000 - £35,000 per annum
    • Guildford
    • 4 days ago
    • 0 applications

    Paraplanner Guildford - Surrey 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 necessity...

  • Technical Paraplanner - Part Time

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    • £40,000 per annum
    • Guildford
    • Today
    • 0 applications

    Diploma Paraplanner London - Guildford £40,000 (Pro Rate) + Benefits Package Our client is a HNW Wealth Management business and they are now looking to expand its technical team by recruiting for a Diploma Paraplanner on PART TIME BASIS (3 days a week). You duties will be to support a number...

  • Paraplanner, IFA - Guildford

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    • £35,000 - £40,000 per annum
    • Guildford
    • 5 days ago
    • 2 applications

    The personal financial planning division of a large national employee benefits firm are looking for a Paraplanner to provide technical support to a senior level Private Client Adviser in their Guildford office. Responsibilities will include research, report writing and preparation of meeting documentation...

  • Part time Paraplanner, Accountancy Firm-Guildford

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    • £35,000 - £40,000 per annum
    • Surrey
    • 5 days ago
    • 1 applications

    A Financial Planning division or a Top 10 Accountancy firm are looking for a part time paraplanner to work 3.5 days a week and support the Advisers within their Guildford office. The main duties will include report writing, market research and preparation of meeting documentation. They need someone with...

  • Paraplanner, IFA Firm - New Malden

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    • £35,000 - £40,000 per annum
    • New Malden
    • 5 days ago
    • 1 applications

    A regional IFA firm based in New Malden who are looking for a Paraplanner to support the Financial Planners within the office. Responsibilities will include research, report writing and preparation of meeting documentation. Due to the high calibre of clientele and their complex cases they need someone...

  • Paraplanner/Associate Consultant

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    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 19 August
    • 1 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...

  • Paraplanner part time

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    • £40,000 per annum
    • Surbiton
    • 19 August
    • 3 applications

    One of the most established and professionals Wealth Management firms in the UK have an exciting opportunity for a knowledgeable Diploma-qualified Paraplanner to join their growing business on a part time basis (20 hours a week). Within this role, the incumbent will be responsible for providing efficient...

  • Paraplanner

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    • £32,000 - £35,000 per annum
    • Leatherhead
    • 18 August
    • 1 applications

    Paraplanner Leatherhead - Surrey £32,000 - £35,000 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...

  • Paraplanner - URGENT

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    • £26,000 - £33,000 per annum, inc benefits
    • Guildford
    • 21 July
    • 15 applications

    An established and recognised Wealth Manager now requires a Paraplanner to join the team. This role is key within the financial planning team, seeing you work closely with IFA's and the compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready...

  • Paraplanner

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    • £40,000 - £45,000 per annum
    • Guildford
    • 18 August
    • 2 applications

    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 necessity and have a solid work history in a...

  • IFA Administrator / Paraplanner

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    • £25,000 - £35,000 per annum
    • Egham
    • 18 August
    • 1 applications

    IFA Administrator / Paraplanner / Sales Support An excellent opportunity has become available for an experienced IFA Administrator / Paraplanner to join this established and highly regarded financial services practice based Surrey. Your main responsibility will be to support a team of advisers, with a...

  • IFA Sales Support Administrator with Report Writing

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    • Salary negotiable
    • Weybridge
    • 1 August
    • 1 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...

    9 jobs matching this search were posted in the last week

  • Paraplanner/Report Writer

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    • £35,000 - £40,000 per annum
    • Weybridge
    • 5 August
    • 0 applications

    A Financial Services organization in Weybridge is recruiting for an experienced Paraplanner/Report Writer to work within the HNW market. The successful candidate will work alongside the admin & technical team focusing on research and report writing. Main Duties: - Produce Suitability Letters...

  • Part Time Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 21 August
    • 1 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...

  • HNW Paraplanner

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    • Salary negotiable
    • Surrey
    • 1 week ago
    • 0 applications

    Dimensions Specialist Recruitment is currently working with a firm of Wealth Managers that are dedicated to promoting the ongoing technical development for all members of staff. They are renowned for proactively encouraging ongoing training and development and maintain a fully supported program of ongoing...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Guildford
    • 21 August
    • 1 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,...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 3 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...

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  • Paraplanner

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    • £26,000 - £32,000 per annum
    • Croydon
    • 3 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...

  • Paraplanner

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    • £25,000 - £30,000 per annum
    • Camberley
    • 20 August
    • 1 applications

    Organisation Description My client a very successful IFA , based in Central Camberley, is actively looking for a successful Pensions and Investment Paraplanner to join his thriving business. Part  of a wider network, the applicant will have a good strong business infrastructure and will be able to support...

  • Paraplanner

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    • £25,000 - £30,000 per annum
    • Camberley
    • 20 August
    • 1 applications

    Organisation Description My client a very successful IFA , based in Central Camberley, is actively looking for a successful Pensions and Investment Paraplanner to join his thriving business. Part  of a wider network, the applicant will have a good strong business infrastructure and will be able to support...

  • Part-time paraplanner - Surrey

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    • £30,000 - £40,000 per annum, pro-rata
    • Surrey
    • 4 days ago
    • 0 applications

    Paraplanner - Part Time Approx 3 days per week £30,000 to £40,000 FTE + extensive benefits Surrey It will be a part time role (approximately 20+ hours per week/or 3 days per week) with a leading chartered financial planner. The role is suitable for an experienced paraplanner with at least 5 years...

  • Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Tolworth
    • 20 August
    • 1 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...

  • Senior Paraplanner

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    • £40,000 per annum
    • Weybridge
    • 4 days ago
    • 0 applications

    Senior Paraplanner Weybridge £40,000 This paraplanning role requires an individual with a comprehensive skill set to support a team of advisors dealing with HNW clients. The company has established a solid base and the funds under management are expected to hit 300 million shortly as they continue...

  • Senior Paraplanner

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    • £40,000 per annum
    • Weybridge
    • 4 days ago
    • 1 applications

    Senior Paraplanner Weybridge £40,000 Thi paraplanning role requires an individual with a comprehensive skill set to support a team of advisors dealing with HNW clients. The company has established a solid base and the funds under management are expected to hit 300 million shortly as they continue...

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