Paraplanner - Guildford

Blakemore Recruitment is assisting a well-established Financial Planning firm in finding a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical support to develop client recommendations.Produce compliant paperwork and regulatory requirements for Advisers to present to clients.Assist in managing client...

Blakemore Recruitment is proud to be assisting a well-established Financial Planning firm in their search for a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical support to develop client recommendations, including research and administrative tasks.Produce compliant and detailed client suitability reports,...

Blakemore Recruitment is proud to be assisting a well-established Financial Planning firm in their search for a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical support to develop client recommendations, including research and administrative tasks.Produce compliant and detailed client suitability reports,...

Blakemore Recruitment is assisting a well-established Financial Planning firm in finding a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical, research, and administrative support to develop client recommendations.Produce all relevant paperwork and regulatory requirements for the Adviser to present potential...

Blakemore Recruitment is proud to be assisting a well-established Financial Planning firm in their search for a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical, research, and administrative support to develop suitable client recommendations.Produce all relevant paperwork and regulatory requirements for...

Blakemore Recruitment is proud to be assisting a well-established Financial Planning firm in their search for a skilled Paraplanner to join their successful team in Guildford.Key Responsibilities:Provide technical, research, and administrative support to develop suitable client recommendations.Produce all relevant paperwork and regulatory requirements for...

We are assisting a well-established Financial Planning firm in Guildford to find their next Paraplanner. The ideal candidate will have a strong background in client and product administration, effective communication skills, and knowledge of the advice process and regulatory requirements.Key Responsibilities:Provide technical research and administrative...

Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality financial advice to our clients.Key Responsibilities:Conduct research and analysis to identify suitable financial solutions for clients.Prepare and...

Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality financial advice to our clients.Key Responsibilities:Conduct research and analysis to identify suitable financial solutions for clients.Prepare and...

Junior Paraplanner OpportunityWe are currently recruiting for a Junior Paraplanner to join our team at Blakemore Recruitment. Our client, an award-winning Financial Advisory firm in Guildford, is seeking a motivated and detail-oriented individual to provide support to their Paraplanners.Key Responsibilities:Send and monitor Letters of Authority (LOAs) to...

Junior Paraplanner OpportunityWe are currently recruiting for a Junior Paraplanner to join our team at Blakemore Recruitment. Our client, an award-winning Financial Advisory firm in Guildford, is seeking a motivated and detail-oriented individual to provide support to their Paraplanners.Key Responsibilities:Send and monitor Letters of Authority (LOAs) to...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe 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 responsible for preparing...

Job Title: Senior ParaplannerLocation: GuildfordSalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial...

Job Title: Senior ParaplannerLocation: GuildfordSalary: £40 – 50k + Bonus + BensCameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation.Role OverviewWe are seeking an...

Role OverviewWe are currently recruiting for a Financial Planning practice based in Guildford who are seeking a Paraplanner to join their team. This role offers hybrid working with 1 day in the office and 4 days from home.About the CompanyThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a...

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 working from the Guildford office (hybrid working). The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support...

The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Senior Paraplanner will be an experienced Paraplanner working from the Guildford office (hybrid working).The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe 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 responsible for preparing...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe 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 responsible for preparing...

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...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert...

Job Title: Senior ParaplannerLocation: GuildfordSalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: GuildfordSalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

**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 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 / 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...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Guildford. As a key member of our Wealth Management team, you will be responsible for providing technical support to our Wealth Planners and ensuring the highest level of service to our clients.Key ResponsibilitiesProduce accurate calculations and cash-flow modelling to...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Guildford. As a key member of our Wealth Management team, you will be responsible for providing technical support to our Wealth Planners and ensuring the highest level of service to our clients.Key ResponsibilitiesProduce accurate calculations and cash-flow modelling to...

_**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...