Paraplanner

7 days ago

Farnham, United Kingdom Financial Divisions Full time

Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities


If the following job requirements and experience match your skills, please ensure you apply promptly.

My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites. Clients have varying levels of asset to invest but the top clients have over £1m to invest. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.

The business places exceptional client service and satisfaction at the top of their priorities and considers themselves to be highly ethical and keen on lifestyle financial planning. They have a very high rate of client retention with some relations stretching back over many years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners and they are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will be working on the more technical cases and have a genuine input into the advice that is given, and you will be engaging with the MD on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status or already has Chartered status. If you aspire to be an Adviser in the longer term then this is a possibility for the right candidate.

Salary: Up to £55k basic salary

Full study support towards Chartered status

Attractive benefits package and holiday allowance

Lots of flexible working opportunities

If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk

  • Paraplanner

    1 week ago

    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also...

  • Senior Paraplanner

    3 weeks ago

    Farnham, United Kingdom Howett Thorpe Full time

    A prestigious client based in Farnham has an exciting opportunity for a Senior Paraplanner to join their expanding business. Working with a fantastic portfolio of clients and within a friendly and well-established team, you will be playing a crucial role in supporting the financial advisors and ensuring the high quality of their advice to clients. Senior...

  • Senior Paraplanner

    3 weeks ago

    Farnham, United Kingdom Howett Thorpe Full time

    A prestigious client based in Farnham has an exciting opportunity for a Senior Paraplanner to join their expanding business. Working with a fantastic portfolio of clients and within a friendly and well-established team, you will be playing a crucial role in supporting the financial advisors and ensuring the high quality of their advice to clients.Senior...

  • Paraplanner

    1 week ago

    Farnham, Surrey, United Kingdom Financial Divisions Full time €55,000

    Job Description Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly...

  • Senior Paraplanner

    2 weeks ago

    Farnham, United Kingdom Howett Thorpe Full time

    A prestigious client based in Farnham has an exciting opportunity for a Senior Paraplanner to join their expanding business. Working with a fantastic portfolio of clients and within a friendly and well-established team, you will be playing a crucial role in supporting the financial advisors and ensuring the high quality of their advice to clients. Senior...

  • Paraplanner (Pensions Management)

    1 week ago

    Farnham, Surrey, United Kingdom Financial Divisions Full time €55,000

    Job Description Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly...

  • Senior Paraplanner Vacancy

    7 days ago

    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites. Clients have varying ...

  • Senior Paraplanner

    2 weeks ago

    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £45k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home...

  • Senior Paraplanner to Advisor

    2 weeks ago

    Farnham, United Kingdom Financial Divisions Full time

    Our client, a boutique independent wealth planning firm based in Farnham, is seeking a Senior Paraplanner to join their dynamic team. This firm offers comprehensive, whole-of-market financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME owners, primarily across Surrey and the surrounding home counties. Clients have varying...

  • Senior Paraplanner Vacancy

    1 week ago

    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites. Clients have varying ...

  • Client Services Administrator

    4 weeks ago

    Farnham, United Kingdom Saltus Full time

    **Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...