The UK's #1 job site.

Recruiters

Distance

Any job type

Permanent (75)
Permanent
Temporary (0)
Temporary
Contract (0)
Contract
Full-time (73)
Full-time
Part-time (8)
Part-time

Posted by

Agency (75)
Agency
Employer (1)
Direct
Reed (12)
Reed

Date posted

75

Paraplanning jobs in Surrey

 
Email me jobs like these
  • Senior Administrator

    Just Added
    Save
    • £30,000 - £32,000 per annum
    • Guildford
    • Today
    • 0 applications

    Their aim is for all of their senior / technical administrators to achieve the diploma in regulated financial planning they will support you in this. As a company they promote achieving a good work / life balance. Duties of the job will include the following: Communicating with both clients and providers...

  • Senior Administrator

    Just Added
    Save
    • £30,000 - £32,000 per annum
    • Guildford
    • Today
    • 0 applications

    Their aim is for all of their senior / technical administrators to achieve the diploma in regulated financial planning they will support you in this. As a company they promote achieving a good work / life balance. Duties of the job will include the following: Communicating with both clients and providers...

  • Paraplanner

    Save
    • £35,000 - £40,000 per annum
    • Guildford
    • 24 September
    • 2 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

    Save
    • £32,000 - £45,000 per annum
    • Bagshot
    • 11 September
    • 0 applications

    An IFA practice in Surrey has an excellent opportunity for an experienced Paraplanner. The role will operate in the key areas of paraplanning including preparing and maintaining client files and preparing & implementing recommendations. Main Duties: • Collecting quantitative, detailed information...

  • Report Writer/Paraplanner - Weybridge

    Save
    • £35,000 - £40,000 per annum
    • Weybridge
    • 24 September
    • 1 applications

    A Report Writer/Paraplanner is urgently required by our client in Weybridge. You must have experience of (and confidence in) dealing with the high net worth (HNW) market. The successful candidate will work in a team alongside the Administrator and Technical Adviser. This role will entail research and...

  • Paraplanner

    Save
    • £30,000 - £40,000 per annum
    • Surrey
    • 24 September
    • 0 applications

    PARAPLANNER to £40,000 to experience + excellent benefits. East Surrey Well established and highly respected independent provincial firm, where really understanding the client's perspective is key. Working closely with Advisers to provide a seamless service for existing and new clients. Providing a...

  • PARAPLANNER - ESHER - UP TO £40,000

    Save
    • £35,000 - £40,000 per annum
    • Esher
    • 19 September
    • 3 applications

    Clark James Financial Services Recruitment are working with a highly established IFA for an experienced and technical 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...

  • Paraplanner - Private Clients

    Save
    • £28,000 - £45,000 per annum
    • Croydon
    • 19 September
    • 2 applications

    Our client, a renowned Independent Financial Advisory Group, is looking to recruit a skilled Paraplanner to join their Private Client team. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. Your role will be to prepare reports...

  • Paraplanner

    Just Added
    Save
    • up to £37,000 per annum
    • Guildford
    • Yesterday
    • 0 applications

    Paraplanner - Private Client Guildford Up to £37,000 An exciting opportunity has arisen within a successful Financial Services Company for an experienced individual to join their private client team as a Paraplanner. This key role involves working alongside Financial Advisors, with the further support...

  • Paraplanner, leading IFA/Accountancy firm NEW!

    Save
    • £30,000 - £35,000 per annum
    • Richmond
    • 19 September
    • 3 applications

    Our client is a successful and HNW focussed IFA business within an established Accountancy brand The company has a strong IFA division working in a fee charging environment They are looking for a paraplanner to join their team supporting the IFA's Basics to £35000 plus benefits For further details...

  • IFA Paraplanner-Richmond

    Save
    • £28,000 - £35,000 per annum
    • Richmond
    • 19 September
    • 3 applications

    Out client, a highly regarded and long established Wealth/Financial architect practice is looking for an experienced Paraplanner to assist the consultants with research and reports. Duties include:- Suitability Letters/Reports Pension Transfer Analysis (money purchase, final salary, drawdown) At...

  • Paraplanner

    Save
    • £30,000 - £35,000 per annum
    • Richmond
    • 19 September
    • 0 applications

    Out client, a highly regarded financial architect practice is looking for an experienced Paraplanner to assist the consultants with research and reports. Duties include:- Suitability Letters/Reports Pension Transfer Analysis (money purchase, final salary, drawdown) At retirement reports IHT Reports...

  • Paraplanner/Associate Consultant

    Save
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • Yesterday
    • 2 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

    Save
    • £30,000 - £38,000 per annum
    • Weybridge
    • 19 September
    • 1 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

    Save
    • £28,000 - £40,000 per annum
    • Guildford
    • 19 September
    • 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...

  • IFA Administrator / Paraplanner

    Save
    • £25,000 - £35,000 per annum
    • Egham
    • 23 September
    • 4 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...

  • Paraplanner/Report Writer

    Save
    • £35,000 - £40,000 per annum
    • Weybridge
    • 6 days ago
    • 1 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...

  • PARAPLANNER - WOKING - UP TO £34,000 benefits

    Save
    • £28,000 - £35,000 per annum
    • Woking
    • 2 days ago
    • 0 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...

    Paraplanning courses

  • Part Time Paraplanner

    Ending soon
    Save
    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 21 August
    • 2 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...

  • Paraplanner

    Featured
    Save
    • Salary negotiable
    • Guildford
    • 18 September
    • 1 applications

    Our client is looking for an experienced paraplanner based in Surrey Working closely with Private Client Consultants, and with additional support from Client Services Administrators, your principal responsibilities within this role will include:  Prepare letters and technical reports for consultants...

  • Paraplanner part time - up to £40,000 pro rata - Surbiton

    Save
    • £40,000 per annum
    • Surbiton
    • 18 September
    • 0 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

    Save
    • Salary negotiable
    • Guildford
    • 18 September
    • 1 applications

    Our client, a renowned Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their Private Client team. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. You role will be to prepare reports and...

  • Technical Paraplanner

    Save
    • £40,000 per annum
    • Weybridge
    • 22 September
    • 0 applications

    Key Tasks Communication Communication with clients, within the team and with providers. Includes communicating urgent Property and Tax updates to clients and liaison with Providers as necessary. Research To investigate, source and provide information requested as accurately as possible within 5...

  • Paraplanner

    Featured
    Save
    • £32,000 - £34,000 per annum
    • Guildford
    • 22 September
    • 1 applications

    Organisation Description I am currently recruiting for a Nationwide IFA who require the services of an experienced Paraplanner to join a establised team in Guildford Job Description To be successful you will need to be able to make an immediate contribution in supporting the Consultant to achieving...

  • Senior Paraplanner

    Save
    • £40,000 per annum
    • Weybridge
    • 2 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...

Previous123Next

Paraplanning courses