Senior financial planner Work, Jobs in Chilworth, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior / Principal Planner
LRG —Camberley
- £40,000 - £55,000 a year
- Call to connect
- Hybrid work
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Assistant Accountant (Part-time)
Hjp Chartered Financial Planners —Dorking
- £21,143 - £22,857 a year
- Part-time
- Microsoft Excel
- Analysis skills
- Accounting
- Free parking
- Sick pay
Quick apply
6d
Senior Acquisition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Financial services
- Negotiation
Proposition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Management
- Analysis skills
- Presentation skills
Associate Director - Transport Planning
WSP —Guildford
- Part-time
- Hybrid work
- Project management
- Team management
- In-person
- Flexitime
- Work from home
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Senior National Account Manager - Wholesale & Convenience Channel
Nestlé Waters —Crawley
- Full-time
- Sales
- Leadership
3d
Technology Commercial Manager
Benchmark Capital —Horsham
- Full-time
- Microsoft Excel
- IT
7d
Senior Project Manager
Glanua —Basingstoke
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
Quick apply
PR & Corporate Communications Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
3d
OOH Senior Activation Investment Director
Publicis Groupe Holdings B.V —London
- £64,000 - £80,000 a year
- Project management
- Presentation skills
- Leadership
Quick apply
7d
Senior Lifestyle & Wellness Co-ordinator
Bupa —Fleet
- £13.20 - £14.20 an hour
- 12 hour shift
- Care plans
- Annual leave
- Gym membership
Quick apply
CONTACT CENTRE OPERATIONAL PLANNER
Merlin Entertainments —Chessington
- Weekend availability
- Hybrid work
- Analysis skills
- Presentation skills
- IT
- Employee assistance programme
- Employee discount
Senior Event Manager - Maternity leave cover (Healthcare)
Jack Morton Worldwide —Leatherhead
- Bar
- Project management
- Organisational skills
Quick apply
Principal Engineer/Project Manager (Operational Technology)
Sweco —Maidenhead
- Full-time
- Hybrid work
- Project management
- Travel
- In-person
- Employee assistance programme
- Employee discount
9d
Assistant Environmental Consultant
AtkinsRéalis —Epsom
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Master's degree
Senior Vice President, Regional Operations
CULTURAL EXPERIENCES ABROAD LLC —London
- Full-time
- English
- Master's degree
- Communication skills
Quick apply
3d
Contract Manager
Dalkia Facilities —London
- £65,000 a year
- Full-time
- Engineering
- Maintenance
- Contracts
- Employee assistance programme
- Employee discount
3d
Team Lead, Delegate Management
BCD Travel —Fleet
- Hybrid work
- Travel

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Senior Paraplanner

RGH‑Global Limited
Guildford

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Guildford (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

Refine Your Search

senior financial planner jobs in chilworth, sry

Senior Paraplanner

Senior / Principal Planner

Assistant Accountant (Part-time)

Senior Acquisition Manager

Proposition Manager

Associate Director - Transport Planning

Financial Planner - Surrey

Senior National Account Manager - Wholesale & Convenience Channel

Technology Commercial Manager

Senior Project Manager

PR & Corporate Communications Manager

OOH Senior Activation Investment Director

Senior Lifestyle & Wellness Co-ordinator

CONTACT CENTRE OPERATIONAL PLANNER

Senior Event Manager - Maternity leave cover (Healthcare)

Principal Engineer/Project Manager (Operational Technology)

Assistant Environmental Consultant

Senior Vice President, Regional Operations

Contract Manager

Team Lead, Delegate Management

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