Paraplanner - £40k - £50k, Godalming, Ifa Firm

3 weeks ago


Godalming, United Kingdom Financial Divisions Full time

My client, based in Godalming (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,accumulators and families across Surrey. The business has a full team of administrators and paraplanners.

I am speaking directly to the de facto Office Manager. Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion ofthe advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of this ongoing success, a brand-new vacancy has been createdby the Managing Director for a highly experienced Paraplanner.

You will be working directly for the Director/Primary Adviser on all his cases. There may be instances where you sit in on meetings with the Advisers. This role will be suitable for a Paraplanner who is diploma qualified and or is on their way to gainingtheir diploma. Full study support and training will be given and there is a route to being an adviser for the right person.
- Salary - £40k - £50k (depending on experience)
- Full study support and progression opportunities
- Office based role with flexible working hours

If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.



  • Godalming, United Kingdom Financial Divisions Full time

    My client, based in Godalming (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,accumulators and families across Surrey. The business has a full team of administrators and...


  • Godalming, United Kingdom Financial Divisions Full time

    My client, based in Godalming (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,accumulators and families across Surrey. The business has a full team of administrators and...


  • Godalming, Surrey, United Kingdom Ernest Gordon Recruitment Full time

    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...

  • Paraplanner

    4 weeks ago


    Godalming, United Kingdom mbf. Full time

    A well respected inancial Advisory Firm in Godalming seeks experienced Paraplanner to join their long established and friendly team. As a Paraplanner, you will play a key role in supporting our Financial Advisors in providing comprehensive financial planning services to clients. You will be responsible for researching and analyzing financial products,...


  • Godalming, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a well regarded Financial Planning Practice based in Godalming. The vacancy is due to an increase in workload for an experienced Sales support administration to join the existing team and assist the team of Financial Planners. Duties will include: - Providing efficient new business support for advisers, including pre-sales research...

  • Paraplanner

    2 months ago


    Godalming, United Kingdom 2i Recruit Ltd Full time

    **Requirements**: - To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report. - Understanding the required content of a suitability report and conducting own research into any missing information before compiling it. - Able to use paraplanner on-line software to amend and mould template report into...


  • Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - £29K - £32KMy award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming.If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...


  • Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - £29K - £32K My award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming. If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...


  • Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - 29K - 32K My award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming. If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...


  • Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - 29K - 32K My award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming. If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...


  • Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - £29K - £32KMy award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming.If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...

  • Lettings Manager

    4 weeks ago


    Godalming, United Kingdom Rayner Personnel Full time

    Lettings Manager - Godalming - Salary: Basic £23K OTE £50K Uncapped Commission + Car Allowance We're looking for a highly motivated Lettings Manager to complement our clients fantastic residential Lettings team in Godalming, Surrey This is a great opportunity for a senior Negotiator or assistant Lettings manager looking for progression and to step into...


  • Godalming, United Kingdom Busbridge Design & Build Full time

    Friendly, small local building firm in Godalming seeks building professional for ongoing work on domestic building projects (outbuildings, extensions, landscaping, refurbs etc.) in & around Godalming. Must be local, and have plenty of experience (5+ years) with a specific trade, ideally carpentry. Own transport and tools essential. Hardworking and reliable...

  • Audit Manager

    3 days ago


    Godalming, United Kingdom Curtis Recruitment Full time

    We are recruiting for an Audit Manager on behalf an ambitious and growing firm of Chartered Accountants at the firms Godalming office. Due to a high demand within audit this role could be at Assistant Manager, Manager or Senior Manager level and will be offered at an appropriate salary depending upon experience. This successful firm offers a good salary...

  • Audit Manager

    1 week ago


    Godalming, United Kingdom Curtis Recruitment Full time

    We are recruiting for an Audit Manager on behalf an ambitious and growing firm of Chartered Accountants at the firms Godalming office. Due to a high demand within audit this role could be at Assistant Manager, Manager or Senior Manager level and will be offered at an appropriate salary depending upon experience.This successful firm offers a good salary and...

  • Audit Manager

    2 weeks ago


    Godalming, United Kingdom Curtis Recruitment Full time

    We are recruiting for an Audit Manager on behalf an ambitious and growing firm of Chartered Accountants at the firms Godalming office. Due to a high demand within audit this role could be at Assistant Manager, Manager or Senior Manager level and will be offered at an appropriate salary depending upon experience.This successful firm offers a good salary and...

  • Audit Manager

    2 weeks ago


    Godalming, United Kingdom Curtis Recruitment Full time

    We are recruiting for an Audit Manager on behalf an ambitious and growing firm of Chartered Accountants at the firms Godalming office. Due to a high demand within audit this role could be at Assistant Manager, Manager or Senior Manager level and will be offered at an appropriate salary depending upon experience.This successful firm offers a good salary and...

  • Property Solicitor

    1 month ago


    Godalming, United Kingdom Douglas Scott Legal Recruitment Full time

    Property Solicitor Godalming A well established law firm based in Surrey are looking to recruit a Solicitor to join their Property team, mainly specialising in Commercial Property however, if you do a mix of Residential & Commercial you will also be considered to handle a mixed caseload. The firm is an independent firm of solicitors who specialise in...

  • Audit Manager

    2 days ago


    Godalming, United Kingdom Curtis Recruitment Full time

    We are recruiting for an Audit Manager on behalf an ambitious and growing firm of Chartered Accountants at the firms Godalming office. Due to a high demand within audit this role could be at Assistant Manager, Manager or Senior Manager level and will be offered at an appropriate salary depending upon experience.If your skills, experience, and qualifications...

  • Administrator

    1 month ago


    Godalming, United Kingdom Curchods Full time

    **Salary**: Competitive **Type**: Part-time **Hours**: Monday - Wednesday, 9am - 6pm **Branch/Location**: Godalming, Surrey **Description**: Exciting opportunity to join a long-establish, much respected independent estate agency firm, with 25 offices across Surrey and south-west London, committed to providing outstanding customer service. Supporting our...