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72

Paraplanning jobs in Surrey

 
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  • Paraplanner

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    • £28,000 - £35,000 per annum
    • Virginia Water
    • 17 June
    • 6 applications

    Our client, a well established, prestigious and successful IFA practice with an impressive client bank that includes personalities from the entertainment and media world is looking for an experienced and qualified Paraplanner to take over from somebody that has been in the role a long time who is relocating...

  • IFA Administrator / Paraplanner

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    • £25,000 - £35,000 per annum
    • Egham
    • 15 July
    • 5 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...

  • Senior paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 15 July
    • 2 applications

    The successful candidate will be confident in: Preparing draft agendas for client meetings Establishing and building strong relationships with clients and attending client meetings when required. Diarising to ensure client paperwork and proposals move forward, obtaining letters of authority from...

  • Paraplanner

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    • £24,000 - £28,000 per annum
    • Reigate
    • 7 July
    • 2 applications

    Exciting opportunity for a career minded and forward thinking individual that is looking to be part of a new business. This will be working for two IFAs, both are well established with impressive client portfolios and another Administrator. Duties will involve research, recommendations, reason why letters...

  • Technical Administrator/Paraplanner

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    • £30,000 - £35,000 per annum
    • Weybridge
    • 17 June
    • 2 applications

    Technical Administrator/Paraplanner - This role is not for someone that is a paraplanner wanting to become a consultant however, it is an administration role that requires the existing technical ability to write suitability letters/reports. It is a position in a high powered team of 7 supporting the CEO...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Guildford
    • 11 July
    • 2 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,...

  • Experienced Paraplanner

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

    Senior Paraplanner To C£40,000 + benefits and bonus. Surrey My client is an established IFA group who are looking for a numerate paraplanner to assist the senior financial planners and MD of a highly successful regional IFA practice. This will focus on research, report writing, liaising with clients...

  • Paraplanner

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    • £32,000 - £38,000 per annum
    • Guildford
    • 10 July
    • 2 applications

    A Guildford based Financial Services practice is recruiting for a Paraplanner to join their Private Client Team. The successful candidate will support the Consultant, deliver a quality service to clients and have excellent knowledge of pensions, investment and protection related products and services...

  • Paraplanner/Investment Analyst

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    • £30,000 - £35,000 per annum
    • Guildford
    • 6 days ago
    • 13 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...

  • Home based paraplanner

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    • £30,000 - £36,000 per annum
    • Surrey
    • 6 days ago
    • 0 applications

    Senior Paraplanner Home based Salary £30,000 to £36000 depending on experience My client is a new and growing company providing paraplanning services to the IFA community. They are looking to recruit 4 full-time paraplanner’s to provide home based report writing facility for their expanding client...

  • Paraplanner

    Ending soon
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    • £35,000 - £40,000 per annum
    • Kingston Upon Thames
    • 6 days ago
    • 3 applications

    Our client is a leading, medium-sized IFA practice based in Surrey. With the business growing for the 5th successive year, a requirement's emerged within their administration team for an experienced Paraplanner. The role's chief purpose is to support the Consultants and company Partners at their plush...

  • Paraplanner

    Ending soon
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    • £34,000 - £38,000 per annum
    • Guildford
    • 6 days ago
    • 1 applications

    An outstanding global wealth management group is keen to hire an experienced Paraplanner for its offices in Guildford. A recent promotion has created the opening at this market-leading business, which boats excellent open planned offices and free parking. Reporting to the Head of Wealth Management, the...

  • Paraplanner

    Ending soon
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    • £38,000 - £40,000 per annum
    • Guildford
    • 6 days ago
    • 1 applications

    A new Paraplanner job vacancy has arisen within a hugely successful Wealth Management firm based near to Guildford in Surrey. Business is booming - do you want to be part of this exciting adventure? Our client invests heavily in its staff, recently moving into state-of-the-art offices. These dwellings...

    7 jobs matching this search were posted in the last week

  • Paraplanner

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    • Salary negotiable
    • Surrey
    • 14 July
    • 0 applications

    Paraplanner required for the Wealth Management division of an organisation based in Surrey. In this role, you will assist the Consultant in all aspects of their work with clients including researching and producing reports for Consultant client meetings. As a Paraplanner, you will deal with Clients and...

  • Paraplanner-Chartered Practice-Guildford

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    • £34,000 - £40,000 per annum
    • Guildford
    • 16 June
    • 3 applications

    Senior Paraplanner for Chartered Practice A recognised practice that provides wealth and financial planning to private clients on a fee-basis is looking to appoint a technically capable Paraplanner to provide comprehensive support to a team of Financial Planners. The firm carry an excellent reputation...

  • Technical Paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 6 days ago
    • 1 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

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    • £26,000 - £32,000 per annum
    • Croydon
    • 6 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...

  • Pension Technician/Paraplanner

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    • £28,000 - £34,000 per annum
    • Guildford
    • 9 July
    • 1 applications

    Our client, a well established intermediary is looking for a pension specialist to join their team in a technical/analytical role. Candidates should ideally have acquired Diploma or be studying towards it and have an in depth knowledge of pensions. Duties are likely to include:- Performing administration...

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  • Paraplanner

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    • £35,000 - £40,000 per annum
    • Guildford
    • 1 week ago
    • 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

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    • £28,000 - £32,000 per annum
    • Camberley
    • 1 week ago
    • 0 applications

    A Financial Services organisation in Surrey is recruiting for an experienced Paraplanner to join their busy team. The successful individual will provide support to two Investment Advisors, conducting research, communicating with clients and supporting the compliance function. Main Duties: - Provide...

  • Paraplanner

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    • £32,000 - £40,000 per annum
    • Guildford
    • 1 week ago
    • 9 applications

    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...

  • IFa Paraplanner-Guildford

    Ending soon
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    • £31,000 - £33,000 per annum
    • Guildford
    • 11 June
    • 3 applications

    A vacancy for an experienced and qualified Paraplanner has arisen within an IFA practice in Guildford. The successful individual will predominantly provide support to the busy MD, who has a comprehensive bank of around 150 clients, and on occasion provide support to the Investment Director. Main Duties:...

  • Paraplanner

    Featured
    Save
    • Salary negotiable
    • Guildford
    • 9 July
    • 0 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

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    • £40,000 - £45,000 per annum
    • Guildford
    • 1 week ago
    • 6 applications

    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

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    • £30,000 - £36,000 per annum
    • Reigate
    • 1 week ago
    • 1 applications

    Our client, a highly regarded company with a team of experienced IFAs and Chartered Financial Planners are seeking an experienced Paraplanner to join their team due to expansion and growth. Our clients need somebody with experience of research, report writing, platforms and wraps. The jobholder will...

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