Paraplanner
3 days ago
We 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 present reports and recommendations to Financial Planners.
- Update client records and business trackers accurately and efficiently.
- Support the development of processes and ideas within the team.
- Level 4 qualified.
- At least 2 years' paraplanning experience.
- Intelligent Office experience ideal.
- Experience of EIS/VCT/Structured Products.
- Experience with Pension Switches and Trusts a bonus.
- Live a commutable distance from Guildford.
- Up to £45,000 salary (depending on experience).
- 25 days' annual leave.
- Annual bonus.
- Pension (5%, 5%).
- Study support.
- Private Medical.
- DIS.
- Up to 3 days per week WFH.
- Pathway to become a Financial Adviser.
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Junior Paraplanner
2 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Blakemore Recruitment. As a Junior Paraplanner, you will play a crucial role in supporting our Paraplanners in providing exceptional advice to our clients.Key Responsibilities:Send, monitor, and chase Letters of Authority (LOAs) to...
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Junior Paraplanner
2 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Blakemore Recruitment. As a Junior Paraplanner, you will play a crucial role in supporting our Paraplanners in providing exceptional advice to our clients.Key Responsibilities:Send, monitor, and chase Letters of Authority (LOAs) to...
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Junior Paraplanner
1 week ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior 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...
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Junior Paraplanner
1 week ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior 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...
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1 month ago
Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full timePosition: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...
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5 months ago
Guildford, UK, Surrey, United Kingdom Tate Recruitment Full timeParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment 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.Due to expansion,...
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Guildford, Surrey, United Kingdom mbf Full time £55,000Paraplanner Opportunity with a Leading National Wealth & Investment Management OrganisationMBF Recruitment is partnering with a respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.Our client is at the forefront of the Wealth and Investment Management...
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Financial Paraplanner
3 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000Paraplanner Opportunity with a Leading National Wealth & Investment Management OrganisationMBF Recruitment is partnering with a respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.Our client is at the forefront of the Wealth and Investment Management...
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Financial Paraplanner
3 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000Paraplanner Opportunity with a Leading National Wealth & Investment Management OrganisationMBF Recruitment is partnering with a respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.Our client is at the forefront of the Wealth and Investment Management...
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Financial Paraplanner
3 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000Paraplanner Opportunity with a Leading National Wealth & Investment Management OrganisationMBF Recruitment is partnering with a respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.Our client is at the forefront of the Wealth and Investment Management...
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Senior Paraplanner
4 months ago
Guildford, UK, Surrey, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 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...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. Our client is a respected player in the Wealth and Investment Management sector, delivering top-tier financial solutions and services. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. Our client is a respected player in the Wealth and Investment Management sector, delivering top-tier financial solutions and services. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Financial Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full time £55,000## Financial Paraplanner Role Overview We are partnering with a leading National Wealth & Investment Management organisation to find a skilled Paraplanner to join their team in Guildford. This role offers a unique opportunity to work with a Chartered Financial Planner and contribute to creating comprehensive financial reports. ### Key Responsibilities *...
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Guildford, Surrey, United Kingdom Tate Recruitment Full timeAbout the RoleWe are partnering with a leading investment management company to find a skilled Paraplanner to join their Financial Planning Team. As a Paraplanner, you will play a crucial role in providing technical research services to Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.Key...