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

* Collaborate with a Chartered Financial Planner to create comprehensive financial reports
* Utilize expertise in various financial products to provide valuable support
* Assist in developing tailored investment strategies
* Possess a robust understanding of financial products and industry regulations
* Demonstrate exceptional report writing skills

### Benefits Package

* Competitive salary, negotiable up to £55,000 per annum
* Private Medical Insurance (PMI)
* Permanent Health Insurance (PHI)
* Season Ticket Loan
* Pension
* Life Assurance
* Generous holiday allowance with the option to buy/sell days

### What We Offer

* Flexible working arrangements with an expectation of three office-based days per week
* Opportunity to be a vital part of a respected organisation in the industry

### How to Apply

If you are a skilled Paraplanner looking for a new challenge, please submit your application.

  • Financial Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner 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...

  • Financial Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner 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...

  • Financial Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner 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...

  • Financial Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner 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...

  • Paraplanner

    4 days ago

    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time

    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...

  • Paraplanner

    4 days ago

    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time

    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...

  • 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 *...

  • 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 *...

  • 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 *...

  • 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 *...

  • 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 *...

  • 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 *...

  • Junior Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    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

    2 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    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...

  • 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 *...

  • 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 *...

  • Paraplanner

    1 month ago

    Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full time

    Position: 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...

  • Financial Paraplanner

    4 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner Opportunity with a Leading Wealth Management OrganisationWe are partnering with a respected client, a leading National Wealth and Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.About the Role:Collaborate with a Chartered Financial Planner to create comprehensive financial...

  • Financial Paraplanner

    4 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner Opportunity with a Leading Wealth Management OrganisationWe are partnering with a respected client, a leading National Wealth and Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.About the Role:Collaborate with a Chartered Financial Planner to create comprehensive financial...

  • Financial Paraplanner

    4 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time £55,000

    Paraplanner Opportunity with a Leading Wealth Management OrganisationWe are partnering with a respected client, a leading National Wealth and Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.About the Role:Collaborate with a Chartered Financial Planner to create comprehensive financial...