44 Senior Financial Planner Jobs in Surrey

The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth:...

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Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area) - Offices in Crawley My client are an Independent Financial Advice firm based in East Sussex. I have placed 5 staff into the business over the past 2 years. T...

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A long established, well respected and friendly City based IFA are seeking to recruit a talented Personal Assistant/Client Support Associate to join their team and provide crucial support to a Senior Financial Planner. Our client offers a competitive...

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Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study...

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We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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Chartered Financial Planner - 70k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for ...

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Outstanding opportunity for a Financial Adviser - 75k - 80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial A...

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Penguin Recruitment is delighted to be supporting an award-winning Planning Consultancy on the hire of a Senior Planner for their office in Crawley. Our client has secured planning permission for everything from small factory extensions to new hospit...

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Senior Financial Adviser - 75k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a S...

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Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients ...

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Salary - 60,000 Location- London Sector - Paraplanning, Client Services Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their...

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Senior IFA Administrator Position: IFA Administrator / Team Lead Location: Crosby Salary: 25,000 to 35,000 per annum plus bonus Benefits (will pay more for the right background) Are you an experienced Senior IFA Administrator, or perhaps running the ...

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Join a small Team of Financial Advisers: Providing Paraplanning and Administration support for a Senior Partner. Salary on offer for this Paraplanner role is up to 50,000 with hybrid working 4 days in the office and 1 from home. Are you ready to thri...

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MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and ...

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Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and wa...

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Senior Digital Strategic Partner Representative 12 month FTC Central London Start Date: May/Early June 2024 Hours: 8:30am-5.00pm with an hour lunch (7.5 hours) Pay rate: 28.84 to 31.25 p/h (Weekly pay plus other benefits) Hybrid Working Pattern (3 da...

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Reed Talent Solutions are delighted to present you with an exciting opportunity to join a branch of NHS Foundation Trust and Education as an Administrative Manager . Position : Administrative Manager Location : Belsize Park, London (NW3) Salary : 21..

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My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial servic...

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Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With ext...

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We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector Company: A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic...

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Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportun...

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We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector who are seeking to recruit Paraplanning Manager. Company: A prominent London-based fintech firm, recognised as a lead...

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We are working closely with a high profile Private Bank on a large expansion project and are seeking 4 Team Leaders across London and the South East. This is an exciting time in their history and demonstrates significant commitment to expanding their...

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Role: Senior Paraplanner Package: Basic Salary up to 60,000 Benefits Location: London Our client, an investment and tax specialist advice firm, are looking for a senior paraplanner to join their London team. In the main, the firm manages client asset...

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Are you looking for a step up into a Chief Accountant role? Our client is offering competitive salary, AMAZING benefits and bonus, and the chance to help grow an already booming business As the Chief Accountant you will be the most senior finance poi...

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