Pension Paraplanner
3 weeks ago
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 their office) and dealing with client directly. You will build a strong rapport with both the Financial Planners and clients you are assigned to, offering a truly first-class end to end service. Our client would offer flexible/hybrid working but most of the week you would be expected to be in the office 3-4 days.
To be considered for this role you will have experience working as a Paraplanner or in a senior Sales Support function within a financial planning practice. You will be ideally Level 4 qualified, but this is not essential as long as you have the relevant experience. You will be used to dealing with HNW clients, mainly pre and/or at retirement. This will be a great opportunity to work alongside Financial Planners and be truly client facing given you will liaise with clients directly. They also are supportive and help drive their employees’ careers forward by offering plenty of scope in the business. For the right person they would look to offer a highly attractive basic salary and company benefits.
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Pension Paraplanner
2 months ago
Surrey, United Kingdom Cameron Kennedy Full time €40,000 - €50,000Job 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...
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Paraplanner
2 weeks ago
Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time**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...
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Senior Paraplanner
2 months ago
Surrey, United Kingdom Cameron Kennedy Full time €40,000 - €50,000Job 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...
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Senior Paraplanner
2 months ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Senior Paraplanner
3 months ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Senior Paraplanner
2 months ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Senior Paraplanner
3 months ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Senior Paraplanner
3 months ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Paraplanner - £40k - £50k, Surrey, Ifa Firm
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeMy client, based in Surrey whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulatorsand families across Surrey. The business has a full team of administrators and paraplanners. I am...
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Pensions Technical Manager
2 weeks ago
Surrey, United Kingdom BWD Search & Selection Full timePensions Technical Manager - Surrey - Office based An exciting new opportunity has arisen with an established, award winning provider of pensions solutions to join the business as a Pensions Technical Manager. My client are the UK’s leading provider of SIPP and SSAS products in the UK. They pride themselves on developing their employees so that they can...
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Senior Paraplanner
3 months ago
Surrey, UK, South East England, United Kingdom Cameron Kennedy Full timeJob 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...
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Wealth Management Specialist
3 weeks ago
Surrey, United Kingdom Cameron Kennedy Full timeRole 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...
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Paraplanning Expert
1 month ago
Surrey, United Kingdom Cameron Kennedy Full timeAbout the PositionWe are looking for a Paraplanning Expert to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will be responsible for conducting high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have extensive experience...
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Financial Planning Specialist
3 weeks ago
Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Financial Planning Specialist
1 month ago
Surrey, United Kingdom Cameron Kennedy Full timeAbout 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...
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Independent Financial Advisor
1 day ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €200,0002 x Independent Financial Planner Vacancies Offices in Epsom - with hybrid working Manage existing clients from a retiring adviser - £200k+ of ongoing revenue £60k - £65k basic salary with bonuses on top My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer...
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Independent Financial Advisor
1 day ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €200,0002 x Independent Financial Planner Vacancies Offices in Epsom - with hybrid working Manage existing clients from a retiring adviser - £200k+ of ongoing revenue £60k - £65k basic salary with bonuses on top My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer...
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Finance Administrator
1 day ago
Weybridge, Surrey, United Kingdom GTS Group Ltd Full timeClient Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering top-tier client support and enjoy working in a fast-paced, advisory environment? GTS Finance and Wealth...