Financial planner Work, Jobs in Ockham, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- IT
- Leadership
- Communication skills
2d
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
4d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
3d
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- IT
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
12d
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
12d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills

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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

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financial planner jobs in ockham, sry

Senior Paraplanner

Trainee Wealth Manager

Financial Planning / Advice, Team Leader (Regulated Supervisor)

Wealth Planner

Client Administrator

Wealth Adviser

Financial Planning Administrator

Associate Financial Planner

Trainee/Junior Financial Planner

Financial Planner

Retirement focused Financial Planning Manager – Leading Wealth Manager

Technical Administrator

Client Support Executive

Financial Advisor - Life & Inheritance Tax

Client Support Executive

Head of Paraplanning

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