Posted by Professional Placement (Southern) Ltd • £38K/yr to £43K/yr
We are seeking a skilled Paraplanner to join our dynamic financial planning team.
This role is 3 days office based and 2 days home based.
The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
Posted by Vision-FS Recruitment • £30K/yr to £45K/yr
Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford
Salary/package: Up to £45,000 (depending on experience) annual bonus 25 days' annual leave pension (5%, 5%) study support private medical DIS free parking
Our client is a well-established, award-winning IFA firm based in Guildford, Surrey.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
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 deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Are you an experienced Mortgage Administrator or Mortgage Paraplanner looking for an exciting opportunity with a well-established, high-performing mortgage brokerage?
This well-established mortgage brokerage is renowned for offering expert mortgage and protection advice tailored to each client's unique needs.
With a reputation for delivering exceptional service and a client-first approach, the company has built strong relationships with both lenders and clients.