151 Planner Jobs in Surrey

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candi...

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Position : Personal Assistant (full or part time) Location: Horsham, West Sussex Minimum Requirements : Background working as a PA (ideally in a small/SME business); Financial Services experience preferred; Excellent administration and communication ...

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Paraplanner 40,000 - 55,000 | Paraplanning/ Report writing & IFA admin experience Londonon Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will b...

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Position : Independent Financial Advisor Location: Horsham, West Sussex Minimum Requirements : Level 4 qualified; At least 3 years' experience as an IFA; Live a commutable distance from Horsham in West Sussex Salary/package : 55,000 salary, annual bo...

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Financial Advisor | Independent Financial Advisor 50,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Horsham| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealt...

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Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive tra...

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IFA Administrator Position: IFA Administrator Location: Harrow, London Salary: 25,000 to 30,000 per annum Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Para...

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Financial Advisor | Independent Financial Advisor 50,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Sevenoaks| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wea...

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Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated ...

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Role: Paraplanner Location: Aldershot, Hampshire Salary: 35,000 to 45,000 (depending on experience) We are recruiting for an experienced Paraplanner to join one of our partnership business based in Aldershot in Hampshire. This role will focus on prov...

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Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive tra...

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Manage an existing client base Manage a book of 100 clients with average AUM 1m 100-120k basic salary revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice...

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Clark James Recruitment are working with a highly professional wealth business. Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in Londo...

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I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice. This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or...

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Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm’s Financial Planners to deliver fantastic service to their clients. With the opportunity to study for qualifications offered by the Chartered In...

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Financial Advisor | Independent Financial Advisor Location: Wokingham or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed or Self Employed roles available 55,000 - 75,000 Basic Salary car allowance OTE 80,000 -...

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Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff managem...

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What the Hiring Manager Says At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our regio...

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Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsi...

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Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial ...

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Our client, a national financial planning firm, are looking for a Regional Manager based in the South to manage a team of 10 Financial Planners. Key Responsibilities: Achieving team revenue targets set by the Director Achieve new business targets set...

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What the Hiring Manager Says Quilter Full-Time Financial Adviser Programme - August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial...

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Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilitie...

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Chartered financial planning firm Retail Financial Services Compliance and T&C experience required Hybrid working Fram Search are working on an exciting opportunity for a Compliance Manager to join a Chartered financial planning firm in West Sussex. ...

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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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