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 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. 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. If you aspire to be an Adviser in the longer term then this is a possibility for the right candidate.

Attractive benefits package and holiday allowance
Lots of flexible working opportunities


  • Paraplanner Pensions

    4 weeks ago


    Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time

    **Paraplanner (Pensions)** **Surrey** **£45,000 - £48,000 Negotiable + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...

  • Pension Paraplanner

    1 week ago


    Guildford, Surrey, United Kingdom Bruin Full time

    Job Description 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...

  • 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...


  • Redhill, Surrey, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Job Description Paraplanner / IFA Administrator – Route to Adviser OR Senior Technical Specialist 40-£45k plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to...


  • Redhill, Surrey, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...


  • Redhill, Surrey, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...

  • 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...

  • 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...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    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...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    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...

  • 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...

  • Senior Paraplanner

    1 week ago


    Guildford, Surrey, United Kingdom Bruin Full time

    Job Description 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...

  • Senior Paraplanner

    1 week ago


    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job Description SALARY - 45-55K 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. The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is...


  • Surrey, United Kingdom Financial Divisions Full time

    My client, based in Surrey whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulatorsand families across Surrey. The business has a full team of administrators and paraplanners.I am...

  • Paraplanner

    1 month ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    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

    1 month ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    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

    3 weeks ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    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

    2 days ago


    Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...