Senior Paraplanner

We are currently working on an exclusive basis with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Guildford office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning...

Job DescriptionProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.This role requires a proven...

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Guildford office but can be either office/hybrid based or based remotely with the need to come into the officeonce each week. As a leading employer in the Financial Planning market, this company recognise the...

Job Title/Location: Senior IFA Administrator, GuildfordSalary: To £38,000 + benefitsOffice/WFH: Fully office basedRequirements: Previous IFA administration experienceRole Snapshot: A varied role focusing most of your time on IFA Admin, but also 20% paraplanning involvement and 20% quality checking on 4 IFA Admin staffThis expanding IFA business is in the...

Job Title / Location Senior IFA Administrator, Guildford Salary To £32,000 + benefits Office / WFH Fully office based Requirements At least 12 months previous IFA administration experience Role Snapshot A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners,...

Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice...

Are you an experienced Wealth/Investment Administrator who is keen to enjoy more client interaction and further your career by obtaining CII qualifications? Synchronicity Financial Services are recruiting for an experienced Senior Administrator with IO/Intelligent Office experience for our Wealth & Investment client who we have made various placements with...

This range is provided by Price Ferguson. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you...

A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team.Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth clients including professionals, business owners, retirees,...

A reputable wealth management company in Guildford seeks an IFA Administrator aiming for a supervisory position. The ideal candidate will manage an administration team, assist with paraplanning, and ensure the smooth running of financial plans. This role offers up to £45,000, along with a company pension, training, health scheme, and a supportive work...