Paraplanner salaries in Epsom, 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

7 days ago

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

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

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

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

£45,000 - £60,000 a year

Guiding clients through *fact-find calls* to assess their needs and financial situation. *Free CeMAP 1–3 training* for successful candidates.

£23,500 - £25,000 a year

2 days ago