Paraplanner Manager

4 weeks ago


Surrey, United Kingdom Blakemore Recruitment Full time

This leading Private Banking organisation is currently seeking a Head of Paraplanning who will work very You will possess Financial Services experience and be experienced managing a Sales Support or Paraplanning team.

The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either working for an IFA or Wealth Manager but you must have managed staff.

An Operational Manager with recent relevant experience will also be considered as this role will be the right hand man to their owner. You will attend meetings with them and will not solely be stuck in the office.

You will have attention to detail, excellent communication skills and a working knowledge of investments.

The role requires an individual who is an experienced manager, experienced in working to deadlines, prioritising workload, project management and providing a high level of service at all times. To be successful, you will be minimum Diploma qualified with the intention to achieve Chartered status soon.

Salary £70,000 depending on experience and qualifications plus bonus and benefits. This is an excellent opportunity as the career prospects are first class


  • Paraplanner

    6 days ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Job Description Paraplanner Location: Guildford Department: Financial Planning Team Employment 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...

  • Paraplanner

    2 weeks ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...

  • Paraplanner

    2 weeks ago


    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...

  • Senior Paraplanner

    2 weeks ago


    Guildford, Surrey, United Kingdom Reed Full time

    We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a...

  • Paraplanner

    3 days ago


    Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for both trainee and experienced Paraplanners for our clients based in Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want. Responsibilities: • Provide vital...

  • Senior Paraplanner

    4 days ago


    Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning Team Employment 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. The role involves providing technical...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning Team Employment 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. The role involves providing technical...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients Level 4 Diploma in Regulated Financial Planning (or equivalent). Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable). Experience in all Financial Planning...


  • Chobham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - Chobham We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM...


  • Chobham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Financial Administrator - Chobham Pay: £20k - £25k We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role...