17 Planning Assistant Jobs in Surrey

plus top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout t...

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hybrid working To 38k, top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Cl...

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Financial Planning Assistant (Genuine route to Adviser/Planner) The Opportunity A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to p...

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IFA Administrator Up to 35,000 Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to 35,000 and aft...

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The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as ad...

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IFA Administrator, Swanley Hybrid Up to 40k This is for you if you’re an IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you t...

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The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financia...

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We are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their s...

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Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client servic...

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We are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, ...

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We are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, ...

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We are seeking a highly organised and professional Team Assistant to support our team in Canary Wharf. This is a temporary position for up to 20 months, requiring a full-time commitment with 5 days in the office. Client Details A leading global finan...

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Job title: Client Relationship Manager The role: The role of a Client Relationship Manager is to provide administrative and technical support to the Technical Analyst and Financial Planner. As you spend more time in this role and start working throug...

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Blakemore Recruitment are proudly assisting a well respected and established St James Place firm recruit for a Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financial planning, pension planni...

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Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review c...

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Are you a pensions professional with strong governance knowledge and seeking an exciting new challenge? If so then look no further We are currently partnered with a leading pensions organisation, supporting them in their search to appoint Support Pro...

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My client is a reputable Chartered IFA based in The City, who due to organic growth, now require a diploma qualified, Paraplanner to work alongside a talented team of Advisers in the business. You must be technically competent across various products...

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