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41

Paraplanning jobs in Surrey

 
  • Senior paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 5 days ago
    • 1 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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    • £35,000 per annum
    • Caterham
    • 10 April
    • 0 applications

    A medium sized Wealth Management company are looking to recruit a Diploma Qualified Paraplanner to join it's expanding team. The successful candidate will be expected to provide technical support, research and report/letter writing activities on behalf of the Financial Planners The Role Key responsibilities...

  • Paraplanner

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    • £33,000 - £38,000 per annum
    • Caterham
    • 9 April
    • 0 applications

    Our client, a well established, highly reputable and forward thinking Chartered IFA Practice is looking for an experienced Paraplanner to join their team in their private wealth division. Duties will consist mostly of report writing and research and cash flow modelling. The types of reports you are writing...

  • Paraplanner - Full or Part Time

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    • Salary negotiable
    • Reigate
    • 12 February
    • 9 applications

    Our client, a well established IFA practice are looking to recruit an experienced Paraplanner to join their team. Level 4 Diploma Qualified experienced Paraplanner to work alongside a successful IFA. You will require a good knowledge of Pensions, Investments, IHT Planning and ideally LTC planning. This...

  • Paraplanner - Full or Part Time

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    • Salary negotiable
    • Reigate
    • 12 February
    • 1 applications

    Our client, a well established IFA practice are looking to recruit an experienced Paraplanner to join their team. Level 4 Diploma Qualified experienced Paraplanner to work alongside a successful IFA. You will require a good knowledge of Pensions, Investments, IHT Planning and ideally LTC planning. This...

  • Paraplanner

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    • £32,000 per annum
    • Dorking
    • 2 days ago
    • 4 applications

    Well connected independent financial advisory practice with significant prescnce in the Surry area with a client base that varies from mass affluent to HNW giving a varied workload for an experienced paraplanner that has a solid grounding in all aspects of the paraplanning role. For working with the...

  • Paraplanner Required

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    • £25,000 - £30,000 per annum, inc benefits
    • Addlestone
    • 4 March
    • 6 applications

    An excellent opportunity has arose with a leading wealth manager for a Paraplanner/Technical Assistant near Addlestone. Paraplanning role requiring experience of (and confidence in) dealing in high net worth (HNW) market. Attention to detail, ability to work unsupervised, under pressure and to tight...

  • Paraplanner/ Technical Assistant

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 7 March
    • 1 applications

    Paraplanning role requiring experience of (and confidence in) dealing in high net worth. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The job will entail research, meeting preparation, asset allocation & rebalancing, report writing and...

  • Technical Assistant/Paraplanner

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    • £40,000 - £48,000 per annum
    • Weybridge
    • 4 April
    • 0 applications

     This Technical Assistant/Paraplanning role requires experience of (and confidence in) dealing in high net worth (HNW) market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential.  The job will entail research, meeting preparation, asset allocation...

  • Paraplanner

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    • £30,000 - £45,000 per annum
    • Horley
    • 4 April
    • 0 applications

    A fantastic career advancement opportunity for a Diploma qualified and experienced Paraplanner to join this friendly and client focussed IFA practice based in Surrey in the capacity of Paraplanner. Para-planners have the responsibility of being the initial contact for clients. The Para-planner’s role...

  • Paraplanner

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    • £30,000 - £40,000 per annum
    • Horley
    • 4 April
    • 1 applications

    Our client a leading financial advice provider is now looking to recruit a paraplanner. You will be the initial contact providing a high level of support to the advisers in their position of advising the clients. Key Responsibilities: Undertake valuations and valuation summaries Package adviser reports...

  • Paraplanner

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    • £30,000 - £38,000 per annum
    • Weybridge
    • 4 April
    • 0 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

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    • £40,000 - £48,000 per annum
    • Cobham
    • 6 March
    • 1 applications

    Our client is a highly reputable IFA/Wealth Management organisation, their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives. They have varying teams specialising...

    1 jobs matching this search were posted in the last week

  • Paraplanner

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    • £30,000 - £45,000 per annum
    • Surrey
    • 4 days ago
    • 1 applications

    Ref: 1755 Paraplanner Surrey to £45,000 This is an exciting opportunity to join a successful IFA launching a new business. With over 20 years experience and a substantial client bank providing an enviable income stream this IFA is taking his client proposition to the next stage and launching his...

  • Paraplanner

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    • £28,000 - £38,000 per annum
    • Surrey
    • 4 days ago
    • 4 applications

    Paraplanner Surrey . £28,000 to £38,000 + bens + bonus My client is an established brokerage with a successful discretionary portfolio management service. The company offer a range of investment services to UK and overseas customers. They are expanding their wealth advisory proposition to the...

  • Paraplanner

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    • £30,000 - £45,000 per annum
    • Horley
    • 6 March
    • 2 applications

    A fantastic opportunity has arisen for a Diploma qualified and experienced Paraplanner to join this friendly and client focussed IFA practice based in Surrey in the capacity of Paraplanner. Para-planners have the responsibility of being the initial contact for clients. The Para-planner’s role is to...

  • Experienced Paraplanner

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    • £30,000 - £38,000 per annum, negotiable
    • Haslemere
    • 7 April
    • 0 applications

    A new and exciting opportunity to support a successful and industry leading IFA providing wealth and financial planning to private clients. The IFA has an excellent reputation for professionalism and trust. This is paramount, as part of an ongoing principle to deliver outstanding client service. The...

  • Wealth Management Paraplanner

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    • £35,000 per annum
    • Croydon
    • 7 April
    • 3 applications

    A leading IFA are looking to recruit a Wealth Management Paraplanner to provide research, report writing and administrative support to the Wealth Management Team. The Role Key Tasks and Responsibilities Suitability letter writing for Investment, Pension and Protection related recommendations. Ensuring...

  • Paraplanner-Chartered Practice-Guildford

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    • £34,000 - £40,000 per annum
    • Guildford
    • 6 March
    • 1 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
    • Guildford
    • 11 April
    • 0 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,...

  • Paraplanner - DFM

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    • £35,000 - £40,000 per annum
    • Guildford
    • 2 April
    • 1 applications

    Paraplanner Guildford - Surrey £35,000 - £40,000 + Benefits Package Our client is a HNW Wealth Management business and they are now looking to expand its technical team by recruiting for a Paraplanner. You duties will be to support a number of their top IFA's with all aspects of Paraplanning....

  • Wealth Management Assistant / Paraplanner

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    • £30,000 per annum
    • Croydon
    • 31 March
    • 32 applications

    Our client is an award winning group pensions IFA and employee benefits company with offices nationwide. They offer expertise and experience in all forms of tax-approved UK pensions to help employers and employees alike, reviewing individual benefits, such as Group Life cover. They also provide complete...

  • Paraplanner

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    • £33,000 - £40,000 per annum
    • Croydon
    • 27 March
    • 0 applications

    Our client are a well known Financial Planning and Employee Benefits organisation with offices across the UK. They are currently seeking to recruit an experienced Paraplanner to join their Croydon based Head Office within the private client division. The business have over 100 employees based from 4...

  • Paraplanner

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    • £35,000 - £42,000 per annum
    • Sutton
    • 27 March
    • 1 applications

    Paraplanner Location: Sutton, Surrey £35,000 - £42,000 + Benefits Package Our client is a HNW Wealth Management business and they are now looking to expand its technical team by recruiting for a Paraplanner. Your duties will be to support the directors of the firm in all aspects of Paraplanning/report...

  • Paraplanner

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    • £35,000 - £42,000 per annum
    • Croydon
    • 27 March
    • 0 applications

    Paraplanner Croydon £35,000 - £42,000 + Benefits Package Our client is a HNW Wealth Management business and they are now looking to expand its technical team by recruiting for a Paraplanner. Your duties will be to support the directors of the firm in all aspects of Paraplanning/report writing...

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