Our client are seeking a talented, qualified paraplanner to join their existing support team.
You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning.
Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience.
Posted by Vision-FS Recruitment • £35K/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.
A Financial Planning firm located in Walton-on-Thames 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 which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Blakemore Recruitment • £45K/yr to £50K/yr
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner.
This role offers hybrid working 1 day in the office and 4 days from home.
The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.
Posted by Professional Placement (Southern) Ltd • £33K/yr to £38K/yr
We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial planning team.
The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports and assisting in the development of financial plans for clients.
This position is ideal for individuals looking to build a career in financial services while honing their organisational and analytical skills.
Posted by Antony George Recruitment • £35K/yr to £50K/yr
Their fundamental goal is to provide their clients with financial peace of mind.
A unique opportunitity to work with our client, within their chartered status Wealth Management Business that was established over 40 years ago.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner.
Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth.
They are dedicated to providing first class financial planning & investment management services to clients across the UK.
Posted by Financial Divisions • £40K/yr to £45K/yr
Due recent expansion and continued growth, they are now looking to hire a Junior Paraplanner to join their dynamic team.
As an applicant for this role, you must have either already obtained your Diploma in Financial Planning or have evidence that you are already working towards it.
My client is a prestigious Independent Financial Advisor based in London.