Independent Financial Planner

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...

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...

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,...

We are working closely with a highly regarded accountancy firm in the search for a skilled and qualified Audit Senior. If you are an experienced professional with a passion for auditing within a practice environment, a diverse background working with clients of all sizes and sectors, and a desire for hybrid working and excellent benefits, this opportunity is...

Would you like to continue your Audit career in a firm with a "special" mindset at the heart of it? Would you thrive within a superb culture and a dynamic working environment? This firm enables individuals to flourish; allows their Qualified team members to be true advisors; engenders a culture which has managed successfully to create a cohesive and...

Our client is a forward-thinking firm who have successfully created a positive and inclusive environment for professional accountants. They are now looking to make an additional hire to join their experienced team in Guildford. You will enjoy great benefits including hybrid working. As the successful candidate: You will be responsible for leading and...

Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment...

**Job Title** Financial Administrator **Industry** Financial Services **Location**Guildford **Salary**up to £35,000 **Job Reference**7320 Are you a financial administrator looking to support one of the UK’s leading companies? Are you client-focused, motivated, and driven to provide a high-quality service? If so, RecruitUK is working with a thriving...

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 experienced consultant to join the team. They are looking to expand their successful financial advice team by hiring an...

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 experienced consultant to join the team. They are looking to expand their successful financial advice team by hiring...

Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working closely with senior members of the team (who will provide...

Title: Senior Planner | Associate Planner My client is the South Easts largest independent Planning and highways consultancy in the UK. You must have a good all-round knowledge of the UK planning system and the workings of local government. * Four plus years' experience in working in the planning industry. * Experience in Local Authorities is...

Title: Senior Planner | Associate Planner Location: Gatwick My client is the South Easts largest independent Planning and highways consultancy in the UK. They work in a range of sectors such as Education, Health, Infrastructure and Energy, Leisure, Mixed Use, Retail and more! Requirements: * You must have a good all-round knowledge of the UK...

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...

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 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...

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...

The Client The information below covers the role requirements, expected candidate experience, and accompanying qualifications.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...

The ClientPlease read the information in this job post thoroughly to understand exactly what is expected of potential candidates.An 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...

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...

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...

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...

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...

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 Team Leader , GuildfordThe 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,...

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...