178 Paraplanner Jobs in Surrey

We have an exciting opportunity for an experienced Paraplanner to work for an independent law firm providing technical research services to the team, and ensuring the preparation of client advice is of the highest quality and delivered efficiently, w...

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office (near Mayfair and Soho...

Paraplanner Location - Harrow / Hybrid Salary - 40,000 - 45,000 based on experience We are an SJP Partner Practice in Harrow looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself o...

Paraplanner, Bracknell Hybrid Up to 50k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Brackne...

Job Title: Paraplanner Industry: Financial Planning Location: London Salary: up to 60,000 Job Reference: 9292 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner in London to join a Financial Planning firm. Our client...

Permanent Paraplanner - SJP Company Location: Hybrid - 3 days in week (after initial induction period in first month), City of London (Moorgate). Salary: 38,000- 50,000 -depending on experience and level of qualifications Our client, a Partner Practi...

Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical p...

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that holds th...

Position: Paraplanner (Mid level and senior positions available) Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planne...

The Opportunity: The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to y...

The Opportunity: The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to y...

Elevate Your Career as a Paraplanner with a Leading Financial Planning Firm in Uxbridge Are you passionate about making a meaningful impact on people's financial futures? Do you thrive in a dynamic, client-focused environment? If so, our clients IFA ...

A prominent investment management company responsible for close to 50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners. About the Role: As a Paraplanner within the ...

Paraplanner London - Hybrid working is an option c. 50,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation ...

Job Title: Paraplanner Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance. Their mantra is...

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 fir...

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas s...

Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client h...

Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objecti...

A Financial Planning firm located in Crawley are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients wh...

The Opportunity: The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role ...

Do you have a passion for financial planning and a genuine desire to add value to our client's financial lives as well as colleagues' working experience? Tanager Wealth Management is an innovative provider of financial planning and investment solutio...

Exciting Opportunity for Experienced Paraplanners Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional clien...

Role: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to ...

Role: Senior Paraplanner Location: Weybridge (Hybrid) Salary: Circa 50,000 - 60,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an e...