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Date Added: 21 May 2025

Paraplanner

Epsom

Job DescriptionParaplanner (career paraplanner or route to adviser)£35k - £55k basic salary plus bonus Offices in Epsom (Surrey) Working with HNW & UHNW clients (up to £3.5m of assets per client)Boutique IFA firm My client is a wealth planning practice in Epsom (Surrey) who have been operating...

Date Added: 21 May 2025

Paraplanner

Weybridge

Job DescriptionParaplannerLocation: WeybridgeSalary: £40-50kGTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business,...

Date Added: 4 May 2025

Paraplanner

London

Job DescriptionParaplanner – Hybrid | City of London💰 £60k–£70k DOE + 2 Discretionary Bonuses + Outstanding BenefitsJoin a global investment firm that puts clients first and empowers its people. We’re looking for an experienced Paraplanner to support regulated advice across...

Date Added: 30 May 2025

Paraplanner

Epsom

Job DescriptionParaplannerEpsomUp to £45,000Well established, highly successful and thriving IFA practice, with a portfolio of HNW clients predominantly based throughout Surrey and London is looking for an experienced Paraplanner with strong analytical and client relationship skills to join the...

Date Added: 31 May 2025

Paraplanner

Epsom

Job DescriptionParaplannerEpsomUp to £45,000Well established, highly successful and thriving IFA practice, with a portfolio of HNW clients predominantly based throughout Surrey and London is looking for an experienced Paraplanner with strong analytical and client relationship skills to join the...

Date Added: 19 May 2025

Paraplanner

London

Job DescriptionParaplanner – Hybrid | City of London💰 £60k–£70k DOE + 2 Discretionary Bonuses + Outstanding BenefitsJoin a global investment firm that puts clients first and empowers its people. We’re looking for an experienced Paraplanner to support regulated advice across...

Date Added: 22 May 2025

Paraplanner

Epsom

Job DescriptionParaplanner (career paraplanner or route to adviser)£35k - £55k basic salary plus bonus Offices in Epsom (Surrey) Working with HNW & UHNW clients (up to £3.5m of assets per client)Boutique IFA firm My client is a wealth planning practice in Epsom (Surrey) who have been operating...

Date Added: 22 May 2025

Paraplanner

Weybridge

Job DescriptionParaplannerLocation: WeybridgeSalary: £40-50kGTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business,...

Date Added: 31 May 2025

Paraplanner

Epsom

Position: Paraplanner Location: Ewell, Surrey (2 days per week working from home) Salary/package: Up to £50,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking YOUR NEW COMPANY Our client is an award-winning, boutique IFA firm based in Ewell, Surrey. Over the past 20 years,...

Date Added: 31 May 2025

Paraplanner

Leatherhead

Paraplanner - Boutique Wealth Management Firm | £30,000 - £40,000 | Leatherhead, Hybrid A well-established Financial Planning firm seeks an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning,...

Date Added: 16 May 2025

Paraplanner

Leatherhead

Paraplanner – Boutique Wealth Management Firm | £30,000 - £40,000 | Leatherhead, Hybrid A well-established Financial Planning firm seeks an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax...

Date Added: 31 May 2025

Paraplanner

Addlestone

The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate.You will be responsible for providing research and advice to the...

Date Added: Yesterday

Paraplanner

Sutton

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established financial advisory firm in Cheam. Recently acquired by a leading national advisory practice, the firm is expanding and looking for a skilled professional to support their financial planners. Role Overview...

Date Added: 31 May 2025

Paraplanner

London

Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners...

Date Added: 31 May 2025

Senior Paraplanner

Weybridge

Job Title: Senior Paraplanner Industry: Financial services Location: Weybridge Salary: Up to £50,000 Job reference: 9673 Job Description: Recruit UK are working on an excellent opportunity for a Level 4 Diploma qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge....

Date Added: Yesterday

Homebased Paraplanner

Richmond

We are seeking a detail-oriented and proactive Paraplanner to join our dynamic financial services team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports, conducting thorough analysis, and ensuring that all documentation is meticulously...

Date Added: 31 May 2025

Hybrid Paraplanner

Leatherhead

Our Clients, a Wealth Management company who specialise in Financial Planning to HNW Clients require an experienced Paraplanner for offices in Surrey. They will shortly be amalgamating with their sister company in Leatherhead making up a team of approx. 20 personnel.. They are a small friendly team...

Date Added: 31 May 2025

Paraplanner (Career Paraplanner Or Route To Adviser) - Up To £48K Plus Bonuses (2 Days Wfh)

Surrey

Paraplanner (career paraplanner or route to adviser)Up to £48k basic salary plus bonus Surrey IFA firm - 2 days WFH after training and onboardingWorking with HNW & UHNW clients My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the...

Date Added: 31 May 2025

Full Or Part Time Junior Paraplanner

Leatherhead

Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Administrator/ Junior...

Date Added: 31 May 2025

Senior Paraplanner With Promotional Prospects To Ops Manager

Epsom

This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Paraplanner opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an...

Date Added: 31 May 2025

Paraplanner To Support 3 Advisers - Up To £48K Plus Benefits And Hybrid Working

Surrey

Paraplanner - work with 3 established advisers Up to £48k basic salary plus bonusNear GuildfordWorking with HNW & UHNW clients My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 7...

Date Added: 31 May 2025

Paraplanner Role - Work Closely With MD And All His Clients - Up To £55K Basic Salary

Epsom

Paraplanner (career paraplanner or route to adviser)£35k - £55k basic salary plus bonus Work with the Managing Director with his 100+ clients Clients hold up to £3.5m of invested assets Boutique IFA firm in Epsom My client is a wealth planning practice in Epsom (Surrey) who have been operating for...

Date Added: 31 May 2025

Paraplanner Vacancy - Up To £55K Basic Salary Plus Benefits - Epsom Office

Epsom

Paraplanner (career paraplanner or route to adviser)£35k - £55k basic salary plus bonusOffices in Epsom (Surrey)Working with HNW & UHNW clients My client is an independent wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation...

Date Added: 31 May 2025

Paraplanner - Work With Managing Director - Boutique IFA In Epsom - Up To £55K Plus Bonuses

Epsom

Paraplanner (career paraplanner or route to adviser)£40k - £55k basic salary plus bonus Offices in Epsom (Surrey) Working with HNW & UHNW clients (up to £3.5m of assets per client)Boutique IFA firm My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years....

Date Added: 31 May 2025

Paraplanner Required, Established IFA Firm , HYBRID Working Option Base To £50000

Croydon

NEW to market Our client is a successful Horsham based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2-3 days from home and 2-3 days in the office in Horsham We need fully qualified (or close to it) experienced Paraplanners...

Date Added: 31 May 2025

Paraplanner Required, Established IFA Firm , HYBRID Working Option Base To £50000

Redhill

NEW to market Our client is a successful Horsham based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2-3 days from home and 2-3 days in the office in Horsham We need fully qualified (or close to it) experienced Paraplanners...

Date Added: 31 May 2025

Employed Financial Adviser Clients Provided

Leatherhead

Our client, a truly independent Financial Planners, with their Head Office based in Surrey with 20 locations across Europe, specialises in the financial well-being of their clients. The team have over 50 years' experience in the Financial Planning industry. Being qualified Chartered Financial...

Date Added: 31 May 2025

IFA Administrator - Wealth Management IFA, Financial Services Remote

Redhill

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser with over 30 years...

Date Added: 31 May 2025

Senior IFA Administrator

Twickenham

We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good...

Date Added: Yesterday

IFA Administrator Financial Planning

Kingston Upon Thames

IFA Administrator (Financial Planning)£35,000 - £40,000 + Pension + Study Support + 23 days holiday + hybrid working after probation Kingston Upon ThamesAre you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional...

Date Added: Yesterday

IFA Administrator (Financial Planning)

Kingston upon Thames

IFA Administrator (Financial Planning) £35,000 - £40,000 + Pension + Study Support + 23 days holiday + hybrid working after probation Kingston Upon Thames Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional...

Date Added: 14 May 2025

Mortgage Administrator (Progression To Advisor)

London

Mortgage Administrator (Progression to Advisor)£30,000 - £35,000 + Bonus + Funded CeMAP + In House Training + Progression OpportunitiesPutneyAre you a Mortgage Administrator looking to join a company that truly cares about your development and will support you to reach your full potential, by...

Date Added: 18 May 2025

Financial Planning Administrator

Banstead

Financial Planning Administrator, The Role:I am recruiting a Financial Planning Administrator / IFA Administrator to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). Working in a collaborative, fast...

Date Added: 31 May 2025

Mortgage And Protection Administrator

London

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a...

Date Added: 31 May 2025

Mortgage Administrator

London

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a...

Date Added: 31 May 2025

Independent Financial Adviser

Purley

They say honesty is the best policy. But not every firm gets the memo.Whether it’s promises of clients that don't exist. Promises of support that isn’t there. Or OTE figures seemingly plucked out of thin air. It’s hard to trust a company when what they’ve told you at interview doesn’t match up with...