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Paraplanner

3 days ago by Heat Recruitment

Our client are seeking a talented, qualified paraplanner to join their existing support team. You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial plann...

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Senior Paraplanner

Position : Senior Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 3 years' paraplanning experience; Intelligent Office experience; Live near to Guildford Salary/package : Up to 50...

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Technical Paraplanner

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutiq...

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Home Based Paraplanner

3 days ago by mbf.

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

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Paraplanner - Bagshot - hybrid - £48k - £55k + revenue-related salary increases

2 days ago by Financial Divisions

Paraplanner - Potential to Become a Financial Advisor Are you an experienced Paraplanner seeking a rewarding role where you can contribute to comprehensive, holistic wealth management while also having the opportunity to progress to becoming a Financ...

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Paraplanner

7 January by mbf.

A Chartered Financial Planning organisation with offices across the UK are currently seeking to recruit a highly skilled and motivated Paraplanner to join their growing team. In this role you will work alongside a team of very successful Wealth Plann...

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Senior Financial Planning Administrator

Dynamite are proud to be assisting on the recruitment of a Senior FInancial Planning Administrator to join their small independent Financial Planning firm in Guildford, Surrey. This firm is long standing and the team likewise with their longevity. Re...

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Senior IFA Administrator

2 days ago by Blakemore Recruitment

We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser withi...

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IFA Administrator, Cobham/Leatherhead (Surrey), Boutique Wealth Planning Firm, £30k - £40k+Benefits

18 December by Financial Divisions

Boutique Wealth Planning Firm We’re excited to be recruiting for a boutique wealth planning firm based in Cobham, near Leatherhead, Surrey. This long-established firm has built an outstanding reputation by providing whole-of-market financial advice a...

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IFA Administrator

16 December by Heat Recruitment

Job Title: Independent Financial Advisor (IFA) Administrator Location: Leatherhead Salary: 28,000 - 32,000 Key Benefits: Work-Life Balance: Flexibility for two days working from home from start. Progression pathway: Pathway to Junior Paraplanner upon...

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IFA Administrator - Leatherhead - Wealth Management Firm - Up to £40k

2 January by Financial Divisions

Career Financial Administrator Wealth Management Firm working with HNW & UHNW clients Leatherhead offices (Surrey) Full training and study support 30k - 40k basic salary plus benefits My client are a Chartered independent wealth planning firm with of...

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IFA Administrator Vacancy Boutique IFA Firm - £30k - £40k + benefits package

11 December by Financial Divisions

IFA Administrator Vacancy Boutique IFA Firm Support 3 Advisers Cobham/Leatherhead (Surrey) 30k - 40k benefits package My client is an boutique wealth planning firm with its main office in Cobham (Surrey), near Leatherhead. They have been operating fo...

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Graduate Financial Administrator - Wealth Management (Route to Financial Adviser)

10 December by Financial Divisions

Graduate Financial Administrator Near Weybridge (Surrey) Wealth Management Firm - working with HNW clients Supporting Chartered Financial Advisers My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have...

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IFA Administrator Vacancy - Cobham - Up to £40k basic salary

17 December by Financial Divisions

IFA Administrator Vacancy Boutique IFA Firm - support 3 Advisers Cobham/Leatherhead (Surrey) 30k - 40k benefits package My client is an boutique wealth planning firm with its main office in Cobham (Surrey), near Leatherhead. They have been operating ...

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Financial Administrator - Wealth Management - Boutique Firm - Up to £40k

27 December by Financial Divisions

IFA Administrator Vacancy Boutique IFA Firm - supporting 3 Advisers Cobham/Leatherhead (Surrey) 30k - 40k basic salary benefits package Hybrid working after onboarding and training My client is an boutique wealth planning firm with its main office in...

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Financial Administrator - boutique wealth management firm - Up to £40k

2 January by Financial Divisions

IFA Administrator Vacancy Boutique IFA Firm - supporting 3 Advisers Cobham/Leatherhead (Surrey) 30k - 40k basic salary benefits package Hybrid working after onboarding and training My client is an boutique wealth planning firm with its main office in...

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IFA Administrator

IFA Technical Administrator part-time Albury, Surrey 28,000 - 32,000 FTE Part-time Technical Administrator required. Excellent opportunity to join a close-knit, high performing team working from our office near Guildford, in the Surrey Hills. Are you...

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Technical Paraplanner

5 days ago by Blakemore Recruitment

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutiq...

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Senior Mortgage Administrator / Paraplanner

Senior Mortgage Administrator / Paraplanner - Basic 35K - 45K Disc Bonus and Benefits. Flexi and Hybrid working. A successful and high quality Mortgage Brokerage is looking for a Senior Administrator / Paraplanner to join their team. This role will h...

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Financial Planner - Up to £90k basic salary - Surrey based Chartered IFA

12 December by Financial Divisions

Financial Planner - servicing role Managing existing HNW clients from CEO ( 600k - 8m per case) 70k - 90k basic salary plus bonuses Death in Service Benefit, Private Medical & Critical Illness Cover 25 days of annual leave (increasing with service) M...

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Employed Financial Planner Hybrid

7 January by Cameron James

This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole r...

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Senior Paraplanner - Home based

We are seeking a dedicated and detail-oriented Paraplanner to join our financial services team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports, conducting research, and ensuring that a...

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Independent Financial Planner - All leads provided

4 days ago by Blakemore Recruitment

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienc...

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Financial Planning Administrator

6 January by mbf.

Financial Planning Administrator Location: Leatherhead, Surrey (Hybrid Working) Salary: 28,000- 34,000 An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and ambitious Independent Financial Adviso...

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IFA Administrator

Package Details: The successful candidate will receive a Salary of up to 35,000 Per Annum Other benefits include: Flexible working: 3 days office, 2 days WFH Pension scheme Employee Benefits: 4x DIS plus income replacement policy 75% of Salary Bonus ...

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