Paraplanner

2 weeks ago

Guildford, Surrey, United Kingdom MCS Group Full time

MCS Group are delighted to be working with the UK's leading integrated wealth management and professional services group looking for a paraplanner to join their team in Guildford.


The Company
Our client is the UK's leading integrated wealth management and professional services group.

With £56 billion of assets under management (as of November 2021), they rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professionalservices firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).


The Role

  • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
  • Carry out any necessary technical research
  • Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
  • Work with the Financial Planner to ensure the correct client outcome in achieved
  • Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
  • Manages own workload to meet personal targets
  • Communicate effectively with the Financial Planners to manage expected delivery dates
  • Responsible for managing process, tasks and complying with FCA guidelines
  • Maintain core systems ensuring that all documents are uploaded to the backoffice system to support the advice
  • Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

The Person

  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge
  • Proven track record of delivering written financial advice
  • Good organisation and prioritisation skills; able to work independently and within a team
  • Excellent communication skills both written and verbal
  • Good stakeholder management with positive influencing skills
  • Literacy, numerical and analytical skills are essential

The Return

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
  • All conversations will be treated in the strictest of confidence._

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordnDepartment: Financial Planning TeamnEmployment Type: Full time, hybrid working.Salary:Competitivewith a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom mbf. Full time

    Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...

  • Paraplanner , Team Leader , Guildford

    2 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job DescriptionThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is...

  • Paraplanner

    4 weeks ago

    Guildford, UK, Surrey, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Senior Paraplanner

    1 week ago

    Guildford, UK, Surrey, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

  • Senior Paraplanner

    1 week ago

    Guildford, UK, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...

  • Financial Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning TeamEmployment Type: Full time, hybrid working.with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.The role involves providing technical research services to the Planners and...

  • Ifa Administrator

    2 weeks ago

    Guildford, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial ServicesGuildford11/03/2024Type of Position: IFA Administrator - GuildfordPay: £28k - £35kIFA Administrator - Guildford:Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation...

  • Financial Adviser

    2 weeks ago

    Guildford, Surrey, United Kingdom CleverHR Full time

    Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom, seek a Financial Adviser to join the business to cover South Croydon, Caterham and Reigate. The business has worked with families for generations, developing a close bond with these clients based on high levels of trust, integrity and...

  • Paraplanner

    3 weeks ago

    Guildford, United Kingdom Heat Recruitment Full time

    We have an exciting opportunity for an experienced Paraplanner to join an ambitious wealth management company who focus on providing a high quality financial planning and investment management services. The Opportunity Due to their continued growth, our client is looking for an experienced Paraplanner to work with our client's principal adviser. You will...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordnDepartment: Financial Planning TeamnEmployment Type: Full time, hybrid working.Salary:Competitivewith a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    2 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    2 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    Paraplanner Location: Guildford Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due to...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner Team Leader

    2 weeks ago

    Guildford, United Kingdom JJ Search Ltd Full time

    The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...

  • Senior Paraplanner

    1 week ago

    Guildford, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

  • Senior Paraplanner

    5 days ago

    Guildford, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.In this role you will be supporting Wealth Planners by carrying out high...

  • Paraplanner

    4 weeks ago

    Guildford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Paraplanner** **Salary: £35,000 - £45,000** **Location:Guildford** A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team with the inclusion of a new paraplanner into the team. They have won awards within...

  • Senior Paraplanner

    1 week ago

    Guildford, United Kingdom JJ SEARCH LIMITED Full time

    SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...

  • Paraplanner Team Leader

    4 weeks ago

    Guildford, United Kingdom JJ Search Full time

    Paraplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole...

  • Paraplanner Team Leader

    4 weeks ago

    Guildford, United Kingdom JJ Search Ltd Full time

    The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...

  • Paraplanner Team Leader

    4 weeks ago

    Guildford, United Kingdom JJ Search Ltd Full time

    The Client Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role...

  • Paraplanner Team Leader

    4 weeks ago

    Guildford, United Kingdom CareerBliss Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...

  • Paraplanner Team Leader

    3 weeks ago

    Guildford, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...