You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in Weybridge.
You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
Quick Questions: Before applying for this role, please read the following information about this opportunity found below.Do you have Paraplanning experience?Have you worked in an Independent Financial Advice firm previously?Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team?Benefits: 22 days holiday plus bank holidays; office closed over...
We are currently recruiting for a well-established Financial Planning practice based in Redhill who are looking to recruit an experienced Paraplanner to join their team. This is an exciting opportunity for an enthusiastic, self-motivated and ambitious individual within an established sophisticated financial planning and investment management company. Role Responsibilities The main focus of this...
Paraplanner Location: Surrey Contract: Permanent Salary: £30,000 - £40,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients. The...
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected...
What do you need? At least 2 years relevant experience in an IFA environment – Diploma (Level 4)Degree educatedIT systems – Outlook, MS Word essential, ExcelIFA Office procedures and complianceFinancial productsPension and Investment knowledgeLetter writingFinancial Product ResearchExcellent customer handlingAble to multi-task and set own priorities to meet conflicting deadlinesExperience of a...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
Location Reigate Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref88718 IFA Administrator Location: Surrey Salary: £25,000 £35,000 DOE Job Type: Permanent | Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a...
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holidayAre you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in...
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.Company Benefits: * Competitive salary reflecting experience and ability. * Pension scheme and...
You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent...
We are currently recruiting for a very successful Financial Planning practice based in Chertsey who are looking to recruit a Paraplanner. This role would be working with for a high performing adviser in the business. Responsibilities Provide technical, research and administrative support to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the...
Paraplanner (SJP) - Esher, Surrey An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. This position will be hybrid working with a competitive salary on...
You will use your technical knowledge and expertise to analyse client needs, write recommendation reports and improve the planning process. Working closely with our financial advisers, you will also be supported by a highly proficient administration team. Typical responsibilities
You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.
You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
You will also need to regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
You will have the ability to build upon existing strong client relationships.
You must be happy to work on your own and as part of a team and have excellent time management skills.
You must be a minimum of level 4 diploma qualified. This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career.
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. Company Description 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...
Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford. Responsibilities Provide technical, research and administrative support to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to...
You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.
You will be encouraged to progress toward Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.