Current jobs related to Paraplanner - Guildford - Vision-FS Recruitment

  • Paraplanner

    1 month ago

    Guildford, United Kingdom CV-Library Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Senior Paraplanner will be an experienced Paraplanner working from the Guildford office (hybrid working). The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support...

  • Paraplanner

    1 month ago

    Guildford, United Kingdom JJ Search Full time

    The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Senior Paraplanner will be an experienced Paraplanner working from the Guildford office (hybrid working).The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time

    Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality financial advice to our clients.Key Responsibilities:Conduct research and analysis to identify suitable financial solutions for clients.Prepare and...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time

    Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality financial advice to our clients.Key Responsibilities:Conduct research and analysis to identify suitable financial solutions for clients.Prepare and...

  • Paraplanner

    2 months ago

    Guildford, United Kingdom Cranleigh Personnel Full time

    Paraplanner Based outskirts of Guildford - Hybrid working up to 4 days from home and flexible working hours Salary: up to £45000 depending upon experience and qualifications Diploma qualified or working towards chartered would be desirable. Are you a Diploma qualified Paraplanner?  Do you feel that you are not using your technical skills as much as you...

  • Junior Paraplanner

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Junior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Blakemore Recruitment. As a Junior Paraplanner, you will play a crucial role in supporting our Paraplanners in providing exceptional advice to our clients.Key Responsibilities:Send, monitor, and chase Letters of Authority (LOAs) to...

  • Junior Paraplanner

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Junior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Blakemore Recruitment. As a Junior Paraplanner, you will play a crucial role in supporting our Paraplanners in providing exceptional advice to our clients.Key Responsibilities:Send, monitor, and chase Letters of Authority (LOAs) to...

  • Junior Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Junior Paraplanner OpportunityWe are currently recruiting for a Junior Paraplanner to join our team at Blakemore Recruitment. Our client, an award-winning Financial Advisory firm in Guildford, is seeking a motivated and detail-oriented individual to provide support to their Paraplanners.Key Responsibilities:Send and monitor Letters of Authority (LOAs) to...

  • Junior Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Junior Paraplanner OpportunityWe are currently recruiting for a Junior Paraplanner to join our team at Blakemore Recruitment. Our client, an award-winning Financial Advisory firm in Guildford, is seeking a motivated and detail-oriented individual to provide support to their Paraplanners.Key Responsibilities:Send and monitor Letters of Authority (LOAs) to...

  • Senior Paraplanner

    4 months 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...

  • Senior Paraplanner

    1 month 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...

  • Senior Paraplanner

    1 month 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

    1 month ago

    Guildford, United Kingdom CV-Library Full time

    Location: Guildford, Surrey. Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Circa £50k DOE 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...

  • Paraplanner

    2 months ago

    Guildford, United Kingdom Tate Full time

    Location: Guildford, Surrey. Department: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Circa £50k DOE 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...

  • Senior Paraplanner

    4 months 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...

  • Senior Paraplanner

    2 days ago

    Guildford, United Kingdom The FISER Group Full time

    We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting...

  • Technical Paraplanner

    2 weeks ago

    Guildford, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert...

  • Technical Paraplanner

    1 month ago

    Guildford, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert...

  • Senior Paraplanner

    3 days ago

    Guildford, UK, Surrey, United Kingdom The FISER Group Full time

    We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting...

  • Senior Paraplanner

    1 week ago

    Guildford, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: GuildfordSalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Paraplanner

2 months ago

Guildford, United Kingdom Vision-FS Recruitment Full time

Position: Paraplanner


Location: Guildford, Surrey (3 days per week working from home)


Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford


Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking


YOUR NEW COMPANY:

Our client is a well-established, award-winning IFA firm based in Guildford, Surrey. The company has significant plans to grow over the next 6 months and has just began the search for a Level 4 qualified Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 3 days per week working from home.


THE ROLE:

Reporting to the firm’s Head of Paraplanning, the Paraplanners’ key duties will include:

  • Conducting regular strategy meetings with the Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
  • Efficiently summarise recommendation options for the Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.
  • To think independently and to work outside of formal template structures to help formulate highly individualised client reports.
  • Update client records and business trackers promptly and accurately.
  • Support the team and managers in the development of processes and ideas.


REQUIREMENTS:

Candidates interested in the Paraplanner vacancy will have the following criteria:

  • Level 4 qualified
  • Possess at least 2 years' paraplanning experience (holistic preferred)
  • Intelligent Office experience ideal
  • Experience of EIS/VCT/Structured Products
  • Experience with Pension Switches and Trusts a bonus
  • Live a commutable distance from Guildford


REMUNERATION / PACKAGE:

The package for the Paraplanner role is as follows:

  • Up to £45,000 salary (depending on experience)
  • 25 days' annual leave
  • Annual bonus
  • Pension (5%, 5%)
  • Study support
  • Private Medical
  • DIS
  • Up to 3 days per week WFH
  • Pathway to become a Financial Adviser


NEXT STEPS

If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.


Synonyms: Paraplanner, Paraplanning, Administrator, Technical Analyst, Pensions, Investments, IFA, Financial Planning, Retirement Specialist, Retirement Planning, Independent Financial Advisor, Whole-of-Market


Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.