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51

Paraplanning jobs in Surrey

 
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  • Corporate Paraplanner

    Shortlist
    • Salary negotiable
    • Surrey
    • 26 April
    • 0 applications

    A challenging career opportunity now existing within the DC consulting division of this highly regarded financial services consultancy. Based out of their offices in Surrey, they are now seeking a motivated professional in supporting Senior Consultants within a Corporate Paraplanning capacity. This...

  • Experiencd Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 22 April
    • 1 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...

  • Paraplanner - Award winning financial planning firm

    Shortlist
    • £35,000 - £42,000 per annum
    • Guildford
    • 21 April
    • 1 application

    Our client is a small financial planning business with offices close to Guildford in Surrey. Their team of four Advisers, two Paraplanners and two Administrators is currently seeking to recruit an experienced Paraplanner due to increased business levels and expansion. This organisation specialise in...

  • Senior Paraplanner, QROPS/QNOPS - Surrey to £40k

    Shortlist
    • £30,000 - £40,000 per annum
    • Surrey
    • 21 April
    • 0 applications

    Well established niche IFA business in international asset transfers wants to hire an experienced Paraplanner, ideally qualified level 4, to strengthen their team and offering . You will be a proven paraplanning professional with previous whole of market experience including tax and pensions advice...

  • Diploma Qualified Paraplanner

    Shortlist
    • £45,000 per annum
    • Guildford
    • 5 days ago
    • 1 application

    This top 50 Wealth management in the town centre location is looking for a highly skilled paraplanner to join a team of five similarly skilled paraplanners a number of which are Chartered . Working on a genuinely HNW client base you the role will cover reporting , cash flow planning and forecasts whilst...

  • Paraplanner / Technical Support

    Shortlist
    • £40,000 - £50,000 per annum
    • Guildford
    • 21 April
    • 1 application

    Paraplanner / Technical Analyst Guildford to £45,000 A well established independent financial adviser and wealth manager dealing primarily with HNW private clients is seeking an accomplished paraplanner as a result of continued growth. The role will involve complex and involved life pensions and investment...

  • Paraplanner/Technical Support

    Shortlist
    • £25,000 - £35,000 per annum
    • Reigate
    • 5 days ago
    • 1 application

    Our client, a successful and prestigious IFA practice is seeing a professional, qualified and experienced Financial Services candidate to join their team. You will be working alongside a paraplanner and support administrators. There are five Registered Individuals/Advisers in the firm dealing with a...

  • Part Time Paraplanner (home based)

    Shortlist
    • £28,000 - £35,000 per annum, pro-rata
    • Weybridge
    • 16 April
    • 4 applications

    An IFA practice in Surrey is recruiting for an experienced part time Paraplanner to join their advisory team. This is an excellent opportunity for a CII Diploma or Chartered level Paraplanner to assist the Advisers, dealing in the HNW market. Main duties will include producing client reports, life...

  • Graduate Trainee Paraplanner

    Shortlist
    • £20,000 - £25,000 per annum
    • Guildford
    • 20 April
    • 10 applications

    Our client, a highly professional and well established IFA practice, offering a range of financial advice to clients incorporating pensions, investments and protection products is looking for a trainee paraplanner. For this role, they will consider somebody with industry experience (ideally with knowledge...

  • Part Time Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum, pro-rata
    • Weybridge
    • 24 April
    • 0 applications

    This is a paraplanning role requiring experience of (and confidence in) dealing in the high net worth (HNW) market. The key requirement of this role will be to assist the adviser by producing client reports, life time cash flows and suitability letters in line with the firm’s guidelines and procedures...

  • Paraplanner

    Shortlist
    • Salary negotiable
    • Weybridge
    • 24 April
    • 0 applications

    Paraplanner £33,000 - £38,000 Weybridge, Surrey I am currently looking to recruit for a Paraplanner to join a highly established and well regarded Wealth Management company to be based in their Weybridge office. My client provides comprehensive financial planning and discretionary management service...

  • Paraplanner - Part Time Work From Home!

    Shortlist
    • up to £30,000 per annum
    • Weybridge
    • 24 April
    • 4 applications

    Paraplanner – Part time work for home Weybridge £30,000 (pro rata) An opportunity has arisen within a successful Financial Advisory company for an experienced Paraplanner to join their team in a part time role with the option to work from home. Dealing with the interests of HNW clients, this key...

  • Paraplanner

    Shortlist
    • up to £30,000 per annum
    • Weybridge
    • 24 April
    • 0 applications

    Paraplanner Weybridge £30,000 An opportunity has arisen within a successful Financial Advisory company for an experienced individual to join their team as a Paraplanner. Dealing with the interests of HNW clients, this key role will involve working alongside Financial Advisors, with further support...

  • Paraplanner

    Shortlist
    • £35,000 per annum
    • Dorking
    • 20 April
    • 0 applications

    An excellent opportunity has arisen for a professional, adaptable and experienced individual within a highly successful five partner IFA . The role: The successful candidate will be based in a busy and enjoyable office ensuring technical reports and recommendations are generated by the Practice accurately...

  • Paraplanner/Associate Consultant

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 6 days ago
    • 7 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

    Shortlist
    • £30,000 per annum
    • Weybridge
    • 6 days ago
    • 0 applications

    Wealth management firm based in Weybridge are looking to recruit an experienced paraplanner to join their wealth division. The practicecan offer a varied role dealing with HNW clients and experienced advisers. Candidate, you will have achieved your level 4 qualification and be working towards chartered...

  • Part Time Paraplanner

    Shortlist
    • £30,000 per annum, pro-rata
    • Weybridge
    • 6 days ago
    • 0 applications

    Part Time Paraplanner - £30k pro rata This is a paraplanning role requiring experience of (and confidence in) dealing in the high net worth (HNW) market. The key requirement of this role will be to assist the adviser by producing client reports, life time cash flows and suitability letters in line with...

  • Technical Analyst/ Senior paraplanner

    Shortlist
    • £40,000 - £45,000 per annum
    • Guildford
    • 6 days ago
    • 0 applications

    Wealth management firm based in Guildford are looking to recruit an experienced paraplanner to join their wealth division. Top 50 practice who can offe a varied role dealing with HNW clients and experienced advisers. Candidate, you will have achieved your level 4 qualification and be working towards...

  • IFA Technical Pensions Admin / Paraplanner - Guildford, Surrey

    Shortlist
    • £25,000 - £35,000 per annum
    • Guildford
    • 27 March
    • 1 application

    IFA Technical (Pensions) Administrator / Paraplanner Location: Guildford, Surrey Salary: £25,000 - £35,000 DOE Hours: Working hours will be 9.30am to 5.30pm with an hour for lunch About Us Our Client is a well-established wealth management and financial planning company in Guildford, Surrey. Our...

  • IFA Sales Support Administrator with Report Writing

    Shortlist
    • Salary negotiable
    • Weybridge
    • 3 days ago
    • 5 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...

  • Trainee Paraplanner

    Shortlist
    • £28,000 - £30,000 per annum
    • Godalming
    • 2 April
    • 18 applications

    A growing Financial Services company in Surrey, has an excellent opportunity for a Trainee Paraplanner. The organisation pride themselves on providing high quality, customer driven advice , focusing mainly on Investments, Pensions, Protection, Retirement Planning and Estate Planning. Main Duties:...

  • Paraplanner

    Shortlist
    • £34,000 per annum
    • Reigate
    • 3 days ago
    • 1 application

    This firm of wealth managers and independent financial advisers based in Reigate has been expanding rapidly focussed on a HNW client base. Due to this , this role has been created to research financial products and funds, and prepare clients’ reports and ensure that all recommendations are fully compliant...

  • Paraplanner

    Shortlist
    • £37,000 - £39,000 per annum
    • Woking
    • 26 March
    • 4 applications

    A successful IFA practice in Surrey has an excellent opportunity for an experienced Paraplanner. The Paraplanner will provide support to Advisers, manage the database system & manage administrative staff. Main Duties: • Undertake research for advisers. • Supervise the administrative staff in...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum, pro-rata
    • Weybridge
    • 3 days ago
    • 0 applications

    This role is part time, likely 3 days per week, but the hours are flexible, and full time hours considered. In order to maintain their position as a leading IFA within the region, our client is keen to attract a skilled and experienced Paraplanner to assist their wealth management support operation...

  • Parapanner - financial planing arm of leading IM

    Shortlist
    • £30,000 - £35,000 per annum, negotiable
    • Guildford
    • 3 days ago
    • 2 applications

    Our client are a global financial services organisation who provide a truly holistic financial planning and Investment Management services to their HNW and UHNW clients. An opportunity has arisen in their Guildford offices for a Paraplanner to join their existing team and working closely alongside their...

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