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...
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)...
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....
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...
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...
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...
We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients. Due...
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...
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...
Paraplanner / Trainee IFA Based Guildford outskirts Salary up to £50,000 Are you a part or fully qualified Paraplanner looking for a route to advice? Would you like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company? If so,...
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...
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,...
Paraplanner - Bagshot - Hybrid - Up To £48-55K Basic Salary + Revenue Related Salary Increases
Bagshot
Paraplanner - With potential to become Financial Advisor Average Client £AUM between £750k-£1m! My client are a well-established Independent Financial Advice firm with offices based near Bagshot in Surrey. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and...
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...
Job Title: Financial Administrator Industry: Financial Services Location: Haslemere Salary: £22,000- £35,000 Job reference: 9321 Job Description: Looking to kickstart your career? Recruit UK are working with a wealth management firm on the outskirts of Haslemere to bring on a Financial...
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...
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...
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...
IFA Administrator - Near Weybridge (Surrey) - £30K - £38K + Full Benefits Package
Weybridge
IFA Administrator - Near Weybridge (Surrey)Chartered Wealth Management Firm£30k - £38k + full benefits packageWork with 3 Chartered AdvisersMy client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of...
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire. Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the...