Senior Financial Paraplanner

Salary upto 45k! A Small, professional, and welcoming financial planning firm who are growing due to continued success are recruiting for a Paraplanner or Senior Administrator to progress to Paraplanner to join their team. Duties include: - Preparing and maintaining client files. - Identify and obtain the information necessary to compile financial planning...

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...

We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify...

Job Description Paraplanner Location: Guildford Department: Financial Planning Team Employment 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...

Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...

Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...

Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to...

We are looking for both trainee and experienced Paraplanners for our clients based in Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want. Responsibilities: • Provide vital...

Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Job Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

**Finance Assistant Required for a School in** Mole Valley** At Engage Education Services, we’ve specialised in recruiting education staff in all roles for over a decade. We’re currently looking for an enthusiastic Finance Assistant to work at a fantastic school in Mole Valley Our team has built an excellent reputation in the local area, and we’re...

Senior Business Analyst - 6-month contract - £500 daily rate - Leatherhead/Hybrid * We have an exciting opportunity for a Senior Business Analyst to join a large family-owned organisation. You will be reporting directly to the IT Programme Manager and working across multiple fascinating projects within Waterfall. Location: Leatherhead- 2 days a week in...

Financial Planning Team Employment 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. The role involves providing technical...

Financial Planning Team Employment 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. The role involves providing technical...

This leading Private Banking organisation is currently seeking a Head of Paraplanning who will work very You will possess Financial Services experience and be experienced managing a Sales Support or Paraplanning team. The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either...

Exciting Opportunity Alert! Senior Accountant / Client Manager Needed! Are you an experienced Senior Accountant / Client Manager seeking a new challenge? This firm, a prestigious chartered accountancy firm in Leatherhead, is looking for a dynamic and ambitious individual to join their team. Position: Senior Accountant / Client Manager Location:...

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Senior Accountant / Client Manager Needed! �? Are you an experienced Senior Accountant / Client Manager seeking a new challenge? This firm, a prestigious chartered accountancy firm in Leatherhead, is looking for a dynamic and ambitious individual to join their team. Position : Senior Accountant / Client Manager Location : Leatherhead They are...