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64

Paraplanning jobs in Surrey

 
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  • Senior Paraplanner

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    • £35,000 - £45,000 per annum
    • Guildford
    • 6 October
    • 1 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 - Surrey

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    • Competitive salary
    • Guildford
    • Today
    • 0 applications

    An established & successful IFA practice in Guildford is recruiting for a Paraplanner. The successful candidate will be an experienced, Diploma qualified Paraplanner. The practice have a focus on QROPS so experience in this area would be highly beneficial. Duties will include working with clients...

  • Experienced Paraplanner

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    • £35,000 - £40,000 per annum
    • Surrey
    • 21 October
    • 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...

  • Part Time Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 13 October
    • 5 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

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    • £30,000 - £40,000 per annum
    • Leatherhead
    • 17 October
    • 0 applications

    Our client, a prestigious, successful and well established Wealth Management practice offering a highly professional, friendly and bespoke service to HNC clients, is looking for a well qualified and experienced Paraplanner to work alongside the MD of the company. Duties include:- Research Report writing...

  • Paraplanner/Investment Analyst

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    • £30,000 - £35,000 per annum
    • Guildford
    • 13 October
    • 18 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
    • 21 October
    • 1 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

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    • £28,000 - £35,000 per annum
    • Weybridge
    • Yesterday
    • 1 applications

    Our client, a forward thinking organisation that has experienced successful growth over the last few years, is looking for an experienced Paraplanner to work closely alongside the two Directors. Duties involve research, report writing, technical administration, liaison with clients, providers etc. ...

  • Paraplanner - up to £40,000 - Surbiton

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    • up to £40,000 per annum
    • Surbiton
    • 21 October
    • 4 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 permanent basis. Within this role, the incumbent will be responsible for providing efficient professional...

  • IFA Paraplanner-Richmond

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    • £28,000 - £35,000 per annum
    • Richmond
    • 19 September
    • 6 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

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    • £30,000 - £35,000 per annum
    • Chertsey
    • 21 October
    • 0 applications
    Posted by
    PRIMROSE BLUE LLP

    Our client an established Wealth Management Firm with over 10,000 clients is looking for a paraplanner to work from their head office in Chertsey. You will need to be a mininmum of level 4 Diploma qualified and have minimum 2 years experience. As a part of the Paraplanning team your responsibilities...

  • IFA Sales Support Administrator with Report Writing

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    • Salary negotiable
    • Weybridge
    • 13 October
    • 3 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...

  • Diploma Qualified Para-Planner - Wealth Management

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    • £20,000 - £35,000 per annum
    • Surrey
    • 2 days ago
    • 0 applications

    My client is an award winning Wealth Management organisation who specialise in providing regulated advice to HNW and UHNW clients. The role involves working closely with 2 Financial Advisors who provide wealth management advice to HNW and UHNW clients. The purpose of the role is to assist in the day...

  • Paraplanner

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    • £35,000 per annum
    • Woking
    • 2 days ago
    • 0 applications

    Paraplanner - Woking, Surrey - £35,000 + Bonus - Dependant on qualifications and application of knowledge A very high quality chartered practice that provides wealth and financial planning to private and corporate clients are looking to appoint an experienced Paraplanner who is well qualified, they carry...

  • Paraplanner

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    • £22,000 - £25,000 per annum
    • Coulsdon North
    • 16 October
    • 13 applications

    Organisation Description My client is a currently seeking to recruit a paraplanner for their firm which offers independent financial advice. the disciplines thy cover are General Financial Planning , Mortgage Reviews , Investment Portfolio Reviews , Life Assurance Review and many other. This role is...

  • FS Sales Support/ Junior Paraplanner role

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    • £20,000 - £25,000 per annum
    • Croydon
    • 20 October
    • 10 applications

    Organisation Description My client, leading and very well-respected IFA practice based in the Croydon area , are hoping to appoint an additional IFA Administrator/Junior Paraplanner to the Financial Planning team in place due to growth. Providing excellent career progression opportunities as well as...

  • Pension Technician/Paraplanner

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    • £28,000 - £34,000 per annum
    • Guildford
    • 24 September
    • 3 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...

  • Full Time Paraplanner

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    • £30,000 - £40,000 per annum, pro-rata
    • Kingston Upon Thames
    • 3 days ago
    • 2 applications

    A chartered Financial Planning practice in Kingston has a full time opportunity available for a diploma qualified Paraplanner. Main Duties: - Responsible for providing efficient professional support to a Financial Adviser. - Develop professional relationships with colleagues, clients and product...

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  • Senior Paraplanner

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    • £35,000 - £45,000 per annum
    • Guildford
    • 3 October
    • 1 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...

  • Senior Paraplanner

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    • £38,000 - £42,000 per annum
    • Woking
    • 1 week ago
    • 1 applications

    Our client is a reputable and award winning financial planning business based in Woking. Due to on going growth within the business and increasing business levels, they now require an experienced paraplanner to join their team. You will be part of a highly professional and well qualified paraplanning...

  • Chartered Paraplanner- HNW Wealth Manager

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    • £40,000 per annum
    • Guildford
    • 15 October
    • 0 applications

    A leading Wealth Management organisation is currently seeking an experienced Chartered Paraplanner due to increased business levels and a sustained period of growth. You will be based from their modern offices in Guildford. You will be adept at dealing with HNW clients and will ideally have a strong...

  • Paraplanner

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    • £30,000 - £35,000 per annum
    • Richmond
    • 19 September
    • 2 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/Report Writer

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    • £35,000 - £40,000 per annum
    • Weybridge
    • 26 September
    • 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

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    • £35,000 - £40,000 per annum
    • Guildford
    • 24 September
    • 3 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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    • £32,000 - £37,000 per annum
    • Guildford
    • 10 October
    • 0 applications

    An established and recognised wealth manager now requires a top end Diploma qualified paraplanner to join the team. This role is key within the financial planning/advisor team. The right individual will be suitably qualified, Diploma level minimum. You must have the ability to be able to complete...

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