client manager paraplanner jobs in Walton-on-Thames

Job Description Quick Questions: - 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 Christmas. - Pension contribution. - Exams funded. About the Company: Our clients are...

Job Description Accountancy Practice Manager, Up to £65,000 + Benefits + Hybrid Working, Weybridge, Surrey Accountancy Practice Client Manager Overview: This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy...

A client-focused organization in Walton-on-Thames is seeking an experienced Account Manager. The role involves supporting clients, identifying improvement opportunities, and ensuring exceptional service delivery. Key responsibilities include managing escalated issues, conducting site visits, and providing actionable insights to enhance client experience. This position offers a hybrid working...

A reputable Wealth Management practice in Esher is seeking an experienced Senior Paraplanner to provide exceptional financial planning support for high-net-worth clients. This role involves collaborating closely with Advisers and producing detailed financial plans while handling technical queries. Candidates should have at least 3 years of Paraplanning experience and Level 4 qualifications....

A financial services consultancy is looking for an experienced Paraplanner for a hybrid position in Weybridge. The role includes delivering comprehensive client reports, supporting financial advisers, and ensuring compliance with best practices. Candidates should have strong communication skills and effective client management abilities. Additionally, the successful candidate must complete basic...

A leading accountancy firm in Weybridge is looking for an Accounts & Tax Senior/Manager to join their dynamic team. The successful candidate will review statutory accounts, manage compliance issues, and supervise staff. A strong ACA or ACCA qualification is essential, alongside excellent communication and management skills. The role offers a salary range of £48,000 - £55,000, flexible working...

Established, Award-Winning IFA Firm Are you a detail-driven Paraplanner ready to take your skills to the next level? Do you want to join a high-achieving, client-focused team that's passionate about making a real impact? If yes — read on. Why This Role Stands Out: Exceptional Reputation – We're a trusted name in wealth management with nearly 30 years of success and a client base that grows...

You will be a qualified accountant, ACA, ACCA, ATT, CTA with at least 5 years post-qualification experience.

You will have managed a portfolio previously and be able to demonstrate your advisory skills during interview.

Private Client Solicitor The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. Take the Next Step in Your Career with a Leading Guildford Firm Seize the opportunity to join a prestigious Guildford law firm with deep roots in the community, renowned for its unwavering commitment to exceptional client service and...

A successful law firm in Esher is seeking a Childcare Solicitor to join their specialist team. The role involves advising clients on childcare issues, managing a diverse caseload, and playing a crucial part in the team's growth. The ideal candidate will have a strong background in childcare law, with responsibilities including representation in hearings and building client relationships. This is...

You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. This is a full time, permanent role for which you will receive up to £48k + company vehicle Please apply online now or call Meg on for more information!

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 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...

A leading wealth management firm in Esher is seeking a detail-driven Paraplanner to join their client-focused team. In this pivotal role, you will partner closely with financial advisers, delivering first-class planning support and technical insight. Responsibilities include researching pensions and investments, producing compliant suitability reports, and supporting personalized financial plans....

Benefits include:Hybrid working arrangement for improved work-life balanceCar allowanceFree on-site parking Role overview:Our client, a growing and well-established organization, is seeking an experienced Account Manager to join their dynamic team in Walton. This role focuses on supporting and advising clients throughout their journey with the company, identifying improvement opportunities, and...

Overview A prominent recruitment firm in Esher is seeking an experienced Paraplanner to provide bespoke financial advice throughout the UK. The role involves producing Suitability Reports, liaising with compliance, and preparing illustrations for various financial products. This position offers hybrid working and a competitive salary. Responsibilities Produce Suitability Reports for...

A financial services consultancy is seeking an experienced Paraplanner for a hybrid position based in Weybridge. The successful candidate will deliver comprehensive reports, support financial advisers, and ensure best practices are followed per regulatory standards. This role requires strong communication skills and the ability to manage client relationships effectively. Additionally, the...

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.

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.

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...