Financial Adviser jobs in Sunninghill
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Paraplanner
NewMarch RecruitmentWoking- Prepare detailed financial analysis and suitability reports.
- Support advisers with research, modelling, and client meeting prep.
- Pay: Up to £50,000.00 per year.
- Keystone3.4Hybrid work in Kingston upon ThamesTypically responds within 1 dayHiring ongoing
- Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
- You find yourself spending more time on admin and less…
- Swarm RecruitmentGodalming GU8 6LATypically responds within 4 days
- Deliver exceptional service to clients, ensuring their financial needs are met with tailored solutions.
- With access to a steady stream of pre-qualified leads…
Paraplanner
NewRecruit UK5.0Guildford- You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both…
- Swarm RecruitmentHybrid work in Egham TW20 9HZTypically responds within 4 days
- Basic Salary £30,000 - £35,000.
- Experience in a Senior Mortgage Administrator, Mortgage Paraplanner or Mortgage Broker role is essential.
- GT Wealth Management LTDMarlow SL7 1DD
- The ultimate role will involve helping individuals and businesses achieve their financial goals through effective investment strategies, risk management, and…
- PPSLSutton SM2Typically responds within 3 days
- Working on financial planning admin duties / assisting with the more complexed work load.
- To be involved in technical discussions and provide support to others…
- Financial SolutionsHarrow HA1Hiring ongoing
- You will be working with our highly experienced team of professional advisers and support staff.
- Identify customer’s financial needs and advise them with the…
- Hybrid FinancialRemote in South East RegionTypically responds within 3 days
- 1–2 years of experience as a Mortgage Adviser.
- Proven ability to write business independently.
- Full system setup – we provide your tech stack and tools.
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Secured Loan Completions Manager
Urgently neededLoans Warehouse4.7Watford WD18 8YW- You’ll be responsible for underwriting and packaging loans to meet lenders' criteria, ensuring all third-party tasks are delegated appropriately, and acting as…
- NatWestLondon WC2R 0QS·
- We’re looking for someone who can bring strong knowledge and an understanding of regulated financial planning, ideally as an existing, practising and authorised…
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- RSM UKHybrid work in Reading RG1 3EUTypically responds within 1 day·
- Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
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- Cranleigh PersonnelGuildford
- Liaising with the financial advisers as appropriate.
- Completing non-client facing tasks in relation to the preparation and administration of recommendations…
- Foresters FinancialKingston upon Thames KT1 1AE·
- Understanding of the financial services and products we provide.
- Utilising your exceptional sales experience, you will help families and individuals reach their…
Job Post Details
Paraplanner
March Recruitment
Woking
Job details
Pay
- Up to £50,000 a year
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
Woking
Full job description
Our client are seeking an experienced Paraplanner to join a dynamic, supportive team. This is a fantastic opportunity to work on HNW and complex financial planning cases.
Key Responsibilities
- Prepare detailed financial analysis and suitability reports
- Support advisers with research, modelling, and client meeting prep
- Work closely with the investment committee and ensure regulatory compliance
- Conduct cashflow modelling, pension/IHT planning, and product research
Key attributes
- At least 4 years’ experience as a Paraplanner
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Experience with back office systems (Intelliflo preferred) Wrap Platforms, FE Analytics, Cashflow Planning software
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
Benefits
- 25 days holiday plus bank holidays
- Discretionary annual bonus
- Death in service cover
- Support with career development and qualifications
Please note: Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Ellie Crocker
Job Types: Full-time, Permanent
Pay: Up to £50,000.00 per year
Additional pay:
- Bonus scheme
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: J13735EC
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