Paraplanner (Pensions Management)

3 weeks ago


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 research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. Strong background in the Financial Services industry
· Full level 4 Diploma in Regulated Financial Planning as a minimum working towards chartered.
· Knowledge of paraplanning and client support processes and understanding of risk.
· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.
· Familiar with Voyant software
· Mentoring, training, and development of team members
· The fostering of a good working culture which is inclusive and encourages personal development.

The client supports hybrid working, with 3 days in the office and 2 days



  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning Team Employment Type: Full time, hybrid working. 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 research services to the Planners...


  • 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...


  • 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...

  • Senior Paraplanner

    4 weeks ago


    Guildford, Surrey, United Kingdom Reed Full time

    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...


  • 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

    1 month ago


    Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time

    **Paraplanner** **Godalming - office based** **£45,000 - £48,000 DOE + **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...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    The Client A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen...

  • Paraplanner

    3 days ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Paraplanner A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...

  • Paraplanner

    4 weeks 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

    4 weeks 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

    12 hours 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

    18 hours 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. ...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...


  • Guildford, Surrey, United Kingdom JJ Search Full time

    Paraplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole...