Financial Planner

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

Programme Planner (JIRA) - Global Insurer - Transformation Program75k GBP baseHybrid: 1-2 days per weekLocation: SurreyWe have a multi-million £ program for a global insurer that needs a Senior Planner with extensive JIRA experience, who can lead a team of Planners from a consultancy, as well as the insurance company's own Planners.You'll need experience in...

Role OverviewNigel James Associates Ltd are partnered with a reputable HNW wealth planning firm in Surrey to appoint an experienced Paraplanner.This role involves assisting Financial Planners with client research, writing suitability reports, and attending meetings. Strong relationships with Financial Planners and clients are essential for delivering a...

We are seeking a highly skilled Senior Wealth Planner to join our team of experienced professionals at Cameron Kennedy. The successful candidate will have extensive experience in providing high-quality paraplanning services, with a proven track record of delivering exceptional client outcomes.About the RoleThe Paraplanning Expert will play a vital role in...

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will play a vital part in delivering high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have...

Job OverviewWe are seeking an experienced Senior Paraplanner to join our Wealth Management team at Cameron Kennedy. This role involves conducting thorough research and providing high-quality support to our Wealth Planners, enabling them to deliver exceptional client outcomes.Key Responsibilities:Conduct accurate research on financial planning products and...

Conference PlannerContract/TempLikely to go perm - ASAP start£15 per hour2-3 days in the office, SurreyFull time hours My client a global tech management consultancy is seeking an experienced Conference Planner.You will plan and execute the creative and operational aspects of conferences with a focus on the development and creation of exceptional onsite...

Conference PlannerContract/TempLikely to go perm - ASAP start£15 per hour2-3 days in the office, SurreyFull time hours My client a global tech management consultancy is seeking an experienced Conference Planner.You will plan and execute the creative and operational aspects of conferences with a focus on the development and creation of exceptional onsite...

JIRA Programme Planner (PMO) - Global Insurer - Transformation Program70k-75k GBP baseHybrid: Minimum once a week, depending on the stage of the programLocation: SurreyDo you have experience as a Planner in the PMO working on multi-million £ programs?We need a PM / Planner for our global insurer in Surrey. This is a permanent role, once a week in the...

Job Description JIRA Programme Planner (PMO) - Global Insurer - Transformation Program 70k-75k GBP base Hybrid: Minimum once a week, depending on the stage of the program Location: Surrey Do you have experience as a Planner in the PMO working on multi-million £ programs? We need a PM / Planner for our global insurer in Surrey. This is a permanent...

Job OverviewCameron Kennedy is seeking a highly skilled Wealth Planning Specialist to join its team of experienced Wealth Planners. As a key member of the financial planning team, you will play a vital role in delivering exceptional client outcomes by conducting thorough research and providing expert advice on a wide range of financial products and...

About the CompanyNigel James Associates Ltd partners with expanding financial planning firms to deliver exceptional talent.This partnership offers a unique opportunity for a motivated Financial Planner to join a dynamic team and drive business growth.Key Highlights:Competitive salary of £65,000 - £85,000 per annum.Chance to work with a growing company that...

Nigel James Associates Ltd is a leading wealth planning company based in Surrey. We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner.This role offers a unique opportunity to work closely with our Financial Planners and clients, assisting with product research, suitability reports, and client meetings. You will be...

About the RoleCameron Kennedy is seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services.Key ResponsibilitiesWe are looking for a professional who will perform complex calculations and cash-flow modelling to support client recommendations,...

Conference PlannerContract/TempLikely to go perm - ASAP start£15 per hour2-3 days in the office, SurreyFull time hours My client a global tech management consultancy is seeking an experienced Conference Planner.You will plan and execute the creative and operational aspects of conferences with a focus on the development and creation of exceptional onsite...

About the OpportunityCameron Kennedy is a leading Wealth Manager committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. We are seeking an experienced Wealth Management Associate to support our Wealth Planners by conducting high-quality research across a wide range of financial planning...

Key ResponsibilitiesAs a Paraplanner with Nigel James Associates Ltd, you will work closely with Financial Planners to deliver outstanding client support. Key responsibilities include:Assisting with client research and report writingAttending meetings and liaising with clients directlyBuiding strong relationships with Financial Planners and clientsTo succeed...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...