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Date added: 2 Nov 2024

Paraplanner

Guildford

Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management...

Date added: 4 Nov 2024

Paraplanner

Weybridge

Paraplanner Opportunity – Elevate Your Career in Financial Planning - 4 days a week with work from home.  An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW)...

Date added: 1 Nov 2024

Paraplanner

Guildford

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....

Date added: 5 Nov 2024

Paraplanner

Woking

We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients. As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join...

Date added: 1 Nov 2024

Paraplanner

Walton-on-Thames

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...

Date added: 19 Sep 2024

Senior Paraplanner

Weybridge

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....

Date added: 1 Nov 2024

Senior Paraplanner

Weybridge

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...

Date added: 1 Nov 2024

Technical Paraplanner

Guildford

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...

Date added: 1 Nov 2024

Trainee Paraplanner - Hybrid / Home Working

Farnham

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...

Date added: 1 Nov 2024

Associate Paraplanner / Junior Paraplanner - Esher, Surrey - £40 - 45K + Study Support + Bonus

Esher

My client is a prestigious Independent Financial Advisor based in London. 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...

Date added: 1 Nov 2024

Paraplanner Vacancy (Client Facing) - Up To £44K Salary Plus Benefits And Study Support

Leatherhead

Client facing Paraplanner vacancy£38k - £44k + benefits packageBoutique Chartered IFA firm - Leatherhead (Surrey)My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators,...

Date added: 4 Nov 2024

Senior Financial Administrator - Up To £40K - Boutique IFA - Work In A Pod Structure

Leatherhead

Senior Financial AdministratorWealth Management Firm working with HNW & UHNW clientsLeatherhead offices (Surrey)Work in a pod structure £30k - £40k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 2...

Date added: 1 Nov 2024

Financial Administrator - £30K - £38K Basic Salary Plus Benefits - Surrey Chartered IFA

Leatherhead

Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £38k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a...

Date added: 18 Oct 2024

Financial Administrator - Surrey Chartered IFA - Up To £35K

Leatherhead

Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and...

Date added: 1 Nov 2024

Mortgage Advisor

Camberley

Job DescriptionAre you a Residential Mortgage Advisor looking to develop your knowledge of specialist lending? Perhaps you’re a paraplanner with experience of the specialist market who aspires to become an advisor? Or maybe you already have some experience of advising in the specialist market and...

Date added: 17 Oct 2024

IFA Administrator

Farnham

IFA Administrator/Junior Paraplanner Up to £34,000 (£38k with bonus) Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming...

Date added: 1 Nov 2024

IFA Administrator - Boutique Wealth Management Firm - Up To £35,000 - Leatherhead Offices

Leatherhead

Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and...