21 Planning Assistant Jobs in Surrey

My client is a boutique, forward-thinking independent IFA firm in London seeking a graduate IFA Administrator/Financial Planning Assistant with six months of experience in Wealth Management/Financial Services who is looking to carve out a career in t...

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plus Bonus, 33 days holiday including bank holidays, study support, excellent team culture Excellent opportunity to join a multi award winning chartered firm of Financial Planners where the team are proud of their impressive track record, organic gro...

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My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and look...

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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 Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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My client are a Chartered Financial Planning firm renowned for its commitment to excellence. Winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years, they pride themselves on being an industry le...

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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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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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Finance Business Partner Bracknell 350 per day (umbrella) Full Time Contract ( 3 months long) Novax Recruitment is actively seeking a Finance Business Partner in Bracknell. This is a contract with a scope for extension working full time hours. The em...

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About People’s Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financi...

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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 long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financia...

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A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support a Senior Adviser with PA and IFA Administrator duties on a part time basis. This role is 20 hours a week (9am - 1pm Monday t...

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PMO Analyst | Hybrid (3 days on-site) | Up to 55,000 PA Are you an analytical professional with a passion for Budget Planning and Governance Reporting? A global specialty insurance company is seeking a PMO Analyst to join their dynamic team. This rol...

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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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Join our dynamic team, a corporate FX and hedging provider based in bank, London. As an authorised payments services firm regulated by the Financial Conduct Authority, we’re part of the wider financial services group spanning four countries. Our inve...

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An Award-Winning firm of Chartered Wealth Planners are seeking an experienced Administrator to join their team on a part-time basis. You will be providing exceptional quality PA and general administrative support to the Private Client Director of a b...

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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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