Job DescriptionJob DescriptionMLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.The business aims to be a standout brand,...

Job DescriptionParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for...

Job DescriptionSALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow...

Job DescriptionFinanace / IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases...

Job DescriptionLocation: Guildford, Surrey. \nDepartment: Financial Planning Team\nEmployment Type: Full time, hybrid working.\nSalary: Circa £50k DOE with a superb benefits package.\n\nWe are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year...

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Senior Paraplanner will be an experienced Paraplanner working from the Guildford office (hybrid working). The Senior Paraplanner will produce accurate...

Role: Senior Paraplanner Location: Weybridge (Hybrid) Salary: Circa £50,000 - £60,000 - open depending on experience 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....

Role: Senior ParaplannerLocation: Weybridge (Hybrid)Salary: Circa £50,000 - £60,000 - open depending on experienceWe 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.The...

Paraplanner Based outskirts of Guildford - Hybrid working up to 4 days from home and flexible working hours Salary: up to £45000 depending upon experience and qualifications Diploma qualified or working towards chartered would be desirable. Are you a Diploma qualified Paraplanner?  Do you feel that...

Position: Paraplanner Location: Guildford, Surrey (3 days per week working from home) 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'...

Location: Guildford, Surrey. Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Circa £50k DOE with a superb benefits package. We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building...

Exciting Opportunity for Experienced Paraplanners! Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and...

Role: Senior Paraplanner Position Overview 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...

Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role * To draft financial planning reports in order to meet and/or exceed...

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...

NEW to market Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity Thsi is a successful IFA fim with around 100 employees The client will allow remote but you will need to be prepared to vist the...

Paraplanner - With potential to become Financial Advisor Average Client £AUM between £750k-£1m! Up to £40-45k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Dorking in Surrey. They offer whole of market...

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...