Senior Paraplanner

**Paraplanner** **Godalming - office based** **£45,000 - £48,000 DOE + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...

Role Nigel 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...

Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on...

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...

Job Description Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Role Nigel 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...

Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact...

Nigel James Associates Ltd is seeking an experienced HNW Paraplanner to join our team. As a key member of our Wealth Planning department, you will be responsible for assisting our Financial Planners with client support, including product research, suitability reports, and client meetings.Our ideal candidate will have experience working as a Paraplanner or in...

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...

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...

About the RoleThis is an exciting opportunity for an experienced Senior Paraplanner to join Cameron Kennedy's Wealth Management team. As a key member of our team, you will play a vital role in supporting our Wealth Planners and delivering high-quality research to drive client outcomes.Responsibilities:Conduct thorough research on financial planning products...

Key ResponsibilitiesAs a Senior Paraplanner, you will be responsible for conducting research on financial planning products and services, preparing client-centric documentation, and drafting technical documents for client presentations.Qualifications and SkillsExtensive experience in paraplanning, with a proven track record of delivering high-quality...

Role OverviewWe are 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.Main ResponsibilitiesConduct thorough and accurate research on financial planning products and services to support client recommendations.Prepare client-centric...

Nigel James Associates Ltd is a well-established wealth planning company based in Surrey, seeking an experienced Wealth Planning Support Specialist to join our team. As a Paraplanner, you will play a vital role in supporting our Financial Planners and clients, providing exceptional end-to-end service and building strong relationships.To succeed in this role,...

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...

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...