Paraplanner salaries in Betchworth, SRY

CeMAP qualified ideally, but would consider applicants without but has experience. Support the team with administrative tasks including scheduling appointments,…

£26,000 - £30,000 a year

4 days ago

Research and recommend appropriate products, providers and planning strategies. This includes work involving high-net-worth clients, pensions, investments,…

Handle incoming calls and correspondence. Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.

3 hours ago

At least 3 years’ experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm. Full-Time | Office-Based.

Up to £50,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified. Strong knowledge of retail investments, pensions,…