Paraplanner - Based in Surrey - Ifa Firm - Up to

3 days ago


Surrey, United Kingdom Financial Divisions Full time

**Paraplanner - £40k - £50k, Godalming, IFA Firm - Supporting 2 Financial Advisers with HNW clients**

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.


  • Senior Paraplanner

    4 weeks ago


    Woking, Surrey, United Kingdom Profectus Full time

    Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in...

  • Ifa Administrator

    3 days ago


    Surrey, United Kingdom Nelson Scott LLP Full time

    An exciting opportunity has arisen for a part time (3 or 4 days per week) Paraplanner/Administrator role at a small IFA. About you: - ideally part diploma qualified - good experience working as a Paraplanner or Administrator within an IFA environment - Knowledge of Intelligent Office (ideal) - Knowledge of Elevate platform (ideal) Job role: - Client...

  • Paraplanner

    22 hours ago


    Surrey, United Kingdom Search Consultancy Full time

    Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role - To draft financial planning reports in order to meet and/or exceed agreed activity targets. - To develop and maintain the...


  • Godalming, Surrey, United Kingdom Eden Rose Full time

    IFA Administrator – Godalming £A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is fully...


  • Godalming, Surrey, United Kingdom Eden Rose Full time

    IFA Administrator – Godalming £27,000 – £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...


  • Surrey, United Kingdom Motus Recruitment Full time

    Job DescriptionPrivate Client Solicitor (Locum or Fixed Term Contract)Surrey/Greater London borderup to £95,000 This is a fantastic opportunity to gain in-house experience within private client on a temporary basis. A role to join a HNW Wealth Management business, established for over 50 years in Surrey. Our client will consider a locum or someone looking...

  • Trainee Teacher

    1 week ago


    Surrey, United Kingdom The Beacon School Full time

    Trainee Teacher Opportunity Surrey RegionGLF Schools in Partnership with Inspiring Future TeachersAre you a passionate graduate based in or near Surrey and ready to begin your teaching careerGLF Schools is a Multi-Academy Trust comprising 43 schools with a presence in Surrey. GLF Schools include both primary and secondary schools. Through our partnership...


  • Surrey, United Kingdom Chadwick Nott Full time

    Conveyancing Assistant - Surrey Excellent opportunity for a Conveyancing Assistant to join a Legal 500 rated law firm. Our client is an award-winning UK law firm with offices spread across the South East. They are currently looking for a Conveyancing Assistant to join their Residential Property team in Camberley, Surrey. The role will involve: -...


  • Surrey, United Kingdom Oliver James Full time

    **Data Analyst | Specialist Insurance | Surrey** My client is a Specialist insurance firm based in Surrey and they are looking for a Data Analyst to sit within their Claims clean and Assist in monitoring and maintaining the central Claims Database. **Role**: - Mining and extracting data from different internal sources / systems, e.g. Claims data...


  • Surrey, United Kingdom Charity People Full time

    **Marketing Officer, Surrey** **£28K - £30K** **Based in Surrey, with some working from Home** Our client is a Children's Charity based in Surrey who are looking to recruit a Marketing Officer to provide support on managing their Individual Giving and Direct Marketing campaigns. Reporting to the Senior Individual Giving Manager, your role will...