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

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Wealth Manager
Davy —London
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee assistance programme
Quick apply
1d
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
7d
Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
5d
Financial Advisor
Prestige IFA Jobs —London
- £25,836.56 - £107,551.92 a year
- Full-time
- CRM software
- Business development
- Financial services
Quick apply
2d
Servicing Adviser
Miller Knight Ltd —Lingfield
- £50,000 - £65,000 a year
- Full-time
- Hybrid work
- Financial services
- Free parking
- Life insurance
Quick apply
1d
Paraplanner
Miller Knight Ltd —Lingfield
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
1d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
1d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
1d
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- IT
- Communication skills
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- Supervising experience
- Team management
- Mentoring
5d
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills

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People Operations Manager (Part-Time / Fully Remote)
GlobalConnect Europe Ltd. —London
In this role, you will serve as the primary operational anchor in, coordinating business administration, interfacing with external legal and accounting partners…
£500 a month
Quick apply
7d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
Youll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client…
Quick apply

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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 tadworth, sry

Senior Paraplanner

Wealth Planner

Trainee Wealth Manager

Technical Administrator

Wealth Manager

Associate Financial Planner

Junior Financial Planner

Financial Planner

Financial Advisor

Servicing Adviser

Paraplanner

Financial Planning Associate

Financial Planning Associate

Retirement focused Financial Planning Manager – Leading Wealth Manager

Financial Advisor - Life & Inheritance Tax

Financial Planning / Advice, Team Leader (Regulated Supervisor)

Client Support Executive

Client Support Executive

Head of Paraplanning

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