Paraplanner - Ifa Firm - £40k - £50k, Godalming
2 weeks ago
Are you a Paraplanner with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs?
My client, based in Godalming have been operating for over 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, Sussex& London. The business has a full team of administrators and paraplanners with a specific team working on employee benefits advice. They offer truly consultative, holistic financial advice, which is 100% client centric and not just about building up the AUMfor the firm.
I am speaking directly to the Compliance Director. 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 of theadvice they are giving is across Pensions, Investments, Estate Planning & IHT planning. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experienced Paraplanner.
You will be working directly for the Director/Primary Adviser on all their 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
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.
-
Ifa Administrator
3 weeks ago
Godalming, United Kingdom Eden Rose Full timeIFA 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 role...
-
Ifa Administrator
2 weeks ago
Godalming, United Kingdom Eden Rose Full timeIFA 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 role...
-
Ifa Administrator
2 weeks ago
Godalming, United Kingdom Financial Divisions Full timeAre you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...
-
Godalming, United Kingdom Synchronicity Group Full timeA financial services firm in Godalming is seeking an experienced Senior Administrator to enhance their Wealth & Investment client support team. The role involves client interaction, handling investment reviews, and collaborating with IFAs and Paraplanners. Candidates should have over five years in client-facing investment administration, knowledge of related...
-
Financial Planning Administrator
3 weeks ago
Godalming, United Kingdom Eden Rose Full timeIFA Administrator - Godalming£27,000 - £37,000A 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...
-
Godalming, Surrey, United Kingdom Eden Rose Full timeIFA 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...
-
Ifa Administrator
2 days ago
Godalming, United Kingdom Financial Divisions Full timeMy Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion. Job highlights - Business has been in operation for over 2 decades across wealth and mortgage matters - Supporting...
-
Financial Planning Administrator
3 days ago
Godalming, Surrey, United Kingdom Eden Rose Full timeIFA 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...
-
Ifa Administrator
5 days ago
Godalming, United Kingdom Financial Divisions Full time**Overview** My client, a niche wealth management firm who pride themselves on a carefully honed advisory service built up over many years, delivers successful outcomes to both Private and Corporate Clients providing advice on many matters from Tax to Estate planning.They are currently looking to add an experienced IFA Administrator to their business to...
-
.NET Developer
2 weeks ago
Godalming, United Kingdom Ada Meher Full time**.NET Developer - Godalming (Hybrid Remote) - £40-50k**Remote Working | Flexible Schedule | Allocated Personal Development time | TDD, SOLID Principles | Quarterly Socials**Ada Meher is currently partnered with a growing SaaS company on their search for an experienced.NET Engineer, as they continue to develop their exciting product roadmap alongside some...
