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Permanent Paraplanner jobs in South East

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SENIOR PARAPLANNER

Additional leave. Company events. Company pension. Financial planning services. Sick pay....

CompanyReed Insurance
AddressSurrey, England
CategoryAdministrative
Salary£45,000 - £50,000 per annum, inc benefits
Job typePermanent, full-time
Date Posted 6 days ago See detail

Senior Paraplanner

Reed Insurance

Surrey, England

£45,000 - £50,000 per annum, inc benefits

Additional leave. Company events. Company pension. Financial planning services. Sick pay....

6 days ago seen See more...

Senior Paraplanner Vacancy - £50k - £55k - Boutique IFA - Farnham Surrey

Financial Divisions

Surrey, England

£50,000 - £55,000 per annum, negotiable, inc benefits

Salary: Up to 55k basic salary. Full study support towards Chartered status. Attractive benefits package and holiday allowance....

6 days ago seen See more...

Senior Paraplanner - Hybrid

Professional Placement Ltd

Fleet, Hampshire

40000.00 - 50000.00 GBP Annual

Responsibilities:- Assist in preparing financial reports and client reviews- Conduct research on investment products and financial planning strategies- Organise and maintain client files and documentation- Communicate with clients...

a week ago seen See more...

Paraplanner

Mbf.

Kent, England

Working closely with our Financial Planners, their Associates and the in-house tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients. Work alongside Advisers...

a week ago seen See more...

Junior Paraplanner

Blakemore Recruitment

Kent, England

£40,000 per annum

Undertake research and analysis to meet client needs and objectives, including cashflow modelling. Support the Financial Advisers in preparing and presenting client financial plans, including completing illustrations and applicati...

a week ago seen See more...

Paraplanner to Advisor Opportunity - £45k - £50K - Kent - Hybrid Working

Financial Divisions

South East

£45,000 - £50,000 per annum

Provide paraplanning support for qualified advisers. Conduct product and solution research. Write and review reports, design report templates. Administer and maintain client files. Obtain illustrations from product providers. Comp...

a week ago seen See more...

Remote Paraplanner

Recruit Uk

Hampshire, England

£33,000 - £36,000 per annum

33,000 - 36,000. Head Offices in Cheshire. Pension Contribution. Private Medical Insurance. DIS. Ongoing study support and support with exams. Level 4 Diploma (as a minimum). Experience as a Paraplanner in an IFA/Wealth Manageme...

a week ago seen See more...

Paraplanner

Heat Recruitment Ltd

Whiteley, Hampshire

£40,000 - £45,000/annum DIS, PMI, income protection

Hybrid working - 2 days office, 3 from home. 45,000. Very generous holiday allowance. Exam support, especially to Chartered. Private medical. Income protection. DIS. Career progression. Plus more... Level 4 Diploma qualified, ide...

4 weeks ago seen See more...

Junior Paraplanner (SJP)

Artemis Recruitment Consultants Ltd

South East

£25,000 - £30,000 per annum

Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets. Providing technical resource to the adviser team. Acting as an effective point of liaison between adviser and support teams. Contrib...

a month ago seen

Junior Paraplanner - HNW Wealth Management

Oval Recruit

South East

£35,000 - £43,000 per annum

Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner. You will also need to display excellent communication skills, a strong work ethic and desire to do well and...

2 months ago seen See more...

Senior Paraplanner - Family Office Team - Mayfair

Bwd Search & Selection

South East

The Family Office division of a high profile Wealth Management firm are looking to appoint aSenior Paraplanner to their team. Working closely with a Partner who advises the firms' largest clients, you will provide research and re...

2 months ago seen See more...

Paraplanner - Home Based

Bwd Search & Selection

Hampshire, England

BWD are supporting a national advisory business sin their search for driven paraplanner to join their existing remote based team. Working 100% remotely (with the exception of some training requirements) you will support the compan...

2 months ago seen See more...

PARAPLANNER - 40k, Excellent opportunity to be home based/full remote working

Financial Divisions

South East

£35,000 - £40,000 per annum

My Client is a highly successful Financial Adviser and having recently started their own boutique independent practice, is now in need of an experienced Diploma Qualified Paraplanner to provide complete and competent support to he...

2 months ago seen See more...

Paraplanner

Finlink Ltd

Buckinghamshire, England

Salary up to 45,000 (Dependent on experience). Hybrid working after probation. Progression opportunities. Holiday days. Company pension. On-site parking. Mid-day finish on a Friday. Full benefits to be confirmed....

2 months ago seen See more...

Paraplanner Team Leader , Guildford

Jj Search

Guildford, Surrey

£50,000 - £60,000/annum *Depending on experience*

Paraplanner Team Leader , GuildfordThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Parapl...

2 months ago seen See more...

Senior Paraplanner route to Paraplanning Manager - Up to £65,000 +

Financial Divisions

South East

£60,000 - £65,000 per annum

Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comp...

2 months ago seen See more...

Paraplanner (fully remote) - London area - C £40,000 and benefits

Financial Divisions

South East

£35,000 - £40,000 per annum

As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. The Role As the Paraplanner, duties will include (but not be limited to): Conducting res...

2 months ago seen See more...

Paraplanner Team Leader

Mbf.

Surrey, England

Lead a team of paraplanners, providing direction, support, and guidance to ensure the delivery of high-quality financial planning support to advisors and clients. Oversee the preparation and review of complex financial planning re...

2 months ago seen See more...

Paraplanner

Appointed Ltd

Hampshire, England

£30,000 - £38,000 per annum

The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience. Responsibilities: Once in receipt of a completed 'factfin...

2 months ago seen See more...

Assistant Paraplanner / Paraplanner - excellent career opportunity

Oval Recruit

Surrey, England

Competitive salary

A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team. Working in a team environment...

2 months ago seen See more...

Paraplanner - HNW Wealth Manager & Investment Management Firm

Oval Recruit

Oxfordshire, England

Competitive salary

Conducting extensive research and providing consultants with technical assessments and reports based upon risk profiles. Analysis the clients current tax position and make recommendations for the future. Conducting in depth meetin...

2 months ago seen See more...

Paraplanner

Artemis Recruitment Consultants Ltd

East Sussex, England

£30,000 - £45,000 per annum

Technical knowledge of products and procedures as well as law. Ability to work with defined business processes, for example. Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during...

2 months ago seen See more...

Paraplanner/Analyst - Oxfordshire area

Reed Insurance

Oxfordshire, England

Salary negotiable

Attend client meetings as required with the Advisor taking away all post meeting tasks such assuitability reports; post review reports & new business reporting. Gather accurate information about client policies to prepare & revi...

2 months ago seen See more...

Paraplanner Analyst - Oxfordshire

Reed Insurance

Oxfordshire, England

£32,000 - £40,000 per annum

Attend client meetings as required with the Advisor taking away all post meeting tasks such assuitability reports; post review reports & new business reporting. Gather accurate information about client policies to prepare & revi...

2 months ago seen See more...

ASSOCIATE PARAPLANNER (fast track to Adviser) - London - c £37/40k plus...

Financial Divisions

South East

£37,000 - £40,000 per annum

This is the perfect opportunity for a junior paraplanner to take their career through to Financial Advice within a structured and defined programme with regular mentoring and increased variety of responsibilities throughout this p...

2 months ago seen See more...

Trainee Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

2 months ago seen See more...

Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

2 months ago seen See more...

Senior Paraplanner

Appointed Ltd

West Sussex, England

£40,000 - £60,000 per annum

Work side-by-side with two financial planners and our client service team. Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly individualised. Under...

2 months ago seen See more...

Associate Paraplanner (client facing) - London - £35,000K - £40,000K + Generous Bonus

Financial Divisions

South East

£35,000 - £40,000 per annum

You will attend client meetings with the Adviser and its a truly exciting opportunity for an ambitious candidate who is looking for fast track progression. Working closely with the Advisers, attending client meetings if required...

2 months ago seen See more...

Paraplanner - London (Hybrid) - £50,000K - £55,000K + Generous Bonus

Financial Divisions

South East

£50,000 - £55,000 per annum

You will work alongside a top billing Adviser to support them in providing an outstanding service to their clients. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning...

2 months ago seen See more...

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