Paraplanner jobs in Surrey

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...

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...

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...

You will work closely with financial advisers, ensuring compliance with FCA regulations while preparing suitability and client reports. The role involves technical research, annual reviews, and implementing investment strategies. Ideal candidates should possess excellent attention to detail and the ability to assess client suitability.

A recruitment consultancy is seeking a fully qualified Paraplanner to join their team in Lingfield, Surrey. In this permanent, full-time position, you will provide essential support and technical research to financial advisers. Responsibilities include preparing client reports, conducting comparative research, and ensuring compliance with FCA regulations. The ideal candidate will possess strong...

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...

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...

We have a new opportunity for a Paraplanner to join our clients based in Lingfield, Surrey . The role will involve liaising with advisers, providers and office staff to promote the company's services to the highest standards of compliance with current FCA regulations. The role may also include assisting the investment management team in research and execution of suitable investments for...

PARAPLANNER (FULLY QUALIFIED) - LINGFIELD, SURREY We have a new opportunity for a Paraplanner to join our clients based in Lingfield, Surrey . The role will involve liaising with advisers, providers and office staff to promote the company's services to the highest standards of compliance with current FCA regulations. The role may also include assisting the investment management team in research...

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.

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...

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. Ideal candidates will have excellent communication skills, experience with Salesforce, and a strong understanding of regulatory...

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.

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.

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 financial planning practice in Redhill is seeking an experienced Paraplanner to oversee the paraplanning function and produce financial planning reports. The role involves mentoring a current team member and requires excellent interpersonal skills and the ability to work independently. The company is looking for a self-motivated individual with a strong understanding of the financial planning...

A financial planning firm in Guildford is seeking a Technical Paraplanner. This position offers hybrid working arrangements, with responsibilities including drafting suitability reports and conducting strategy meetings. Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience. The role includes benefits such as a pension scheme, holiday allowance, and support for...

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...