Paraplanner

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,...

Reed Specialist Recruitment are pleased to be representing a firm of specialist, dedicated Financial Planners who are looking for a new Paraplanner to join their team, due to growth and increasing business levels.  Based in Farnborough, this well-established firm pride themselves on making a positive impact to their client's lives, and are looking for a...

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,...

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,...

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,...

Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their...

Senior Paraplanner Vacancy - Up to £55k basic salary (possibly more), Support 3 established advisers - Boutique IFA - Guildford/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...

My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for...

Blakemore Recruitment are assisting a large, well established Financial Planning practice seek their next Experienced Sales Support Administrator to join their exciting, expanding team due to expansion and increased business levels. You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis. Duties will...

IFA Administrator Based: Guildford, Surrey Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford. Responsibilities Provide technical, research and administrative support to develop suitable client recommendations Produce all relevant paperwork and regulatory requirements for...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

Financial Services Guildford 11/03/2024 Type of Position: IFA Administrator - Guildford Pay: £28k - £35k **IFA 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...

Financial Planning Administrator £25k - £32k depending on experience - Full study support to level 4 diploma - Offices near Guildford (Surrey)My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts,...

Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma - Offices near Guildford (Surrey) My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages...

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 period. Job Description: Provide a high-quality service to clients and make sure that client queries are dealt with in a timely,...

**Job Title: Office Administrator / Customer Service Admin** **Location: nr.Guildford, Surrey** **Hours: Full-time (9:00am to 5:30pm)** **Salary: £20,000 - £24,000 experience dependent** **The Role and Opportunity**: An excellent opportunity to join a fast-growing, innovative, technology-focused Independent Financial Services company based on the...

_**Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintain**_ - **Job Title/Location**: Investment Administrator, Surrey/WFH - **Salary**:To £45,000 + bonus, pension, 25 days holiday, Group PHI, DIS - **Office/WFH**:2-3 days...