Financial Planning Specialist
10 hours ago
We are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED, a leading Wealth Management firm catering to the Investment Management needs of High-Net-Worth Clients.
The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning (or equivalent) and be working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status. They will have expertise in Financial Planning practices, including Investments, Pensions, and Protection, with a strong ability to provide advice on complex financial planning areas.
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, is essential. Familiarity with XPlan & Cashflow planning software is desirable.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Financial Planning professional looking for a new challenge, we encourage you to apply.
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Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Page Personnel Finance Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Page Personnel Finance. As a key member of our Accountancy team, you will be responsible for providing financial analysis and support to our clients.Key ResponsibilitiesProvide financial analysis and assistance to cross-functional teams to drive business growth and...
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Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Page Personnel Finance Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Page Personnel Finance. As a key member of our Accountancy team, you will be responsible for providing financial analysis and support to our clients.Key ResponsibilitiesProvide financial analysis and assistance to cross-functional teams to drive business growth and...
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Guildford, Surrey, United Kingdom Wargaming Full timeFinancial Planning and Analysis SpecialistWargaming is seeking a highly motivated and experienced Financial Planning and Analysis Specialist to join our Financial Planning and Analysis function. This role is responsible for overseeing the financial planning, budgeting, forecasting, and analysis activities across a number of functions/products, ensuring...
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Financial Planning and Analysis Specialist
24 hours ago
Guildford, Surrey, United Kingdom Wargaming Full timeFinancial Planning and Analysis SpecialistWargaming is seeking a highly motivated and experienced Financial Planning and Analysis Specialist to join our Financial Planning and Analysis function. This role is responsible for overseeing the financial planning, budgeting, forecasting, and analysis activities across a number of functions/products, ensuring...
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Financial Planning Specialist
5 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in our office.About the CompanyOur client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate...
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Financial Planning Specialist
5 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in our office.About the CompanyOur client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate...
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Financial Planning Specialist
2 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in our office.About the CompanyOur client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate...
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Financial Planning Specialist
2 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in our office.About the CompanyOur client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate...
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Financial Planning Specialist
3 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a unique blend of office and home working, allowing you to balance your work and personal life.Our company is a boutique wealth management firm, providing expert financial advice to private and corporate clients. We are looking for a...
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Financial Planning Specialist
3 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeTechnical ParaplannerWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a unique blend of office and home working, allowing you to balance your work and personal life.Our company is a boutique wealth management firm, providing expert financial advice to private and corporate clients. We are looking for a...
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Financial Planning Specialist
12 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered...
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Financial Planning Specialist
11 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered...
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Financial Planning Specialist
15 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered...
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Financial Planning Specialist
13 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered...
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Paraplanner - Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time £45,000Job Title: Paraplanner - Financial Planning SpecialistJob Summary:We are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing exceptional client service and delivering high-quality financial solutions.Key Responsibilities:Conduct...
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Paraplanner - Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time £45,000Job Title: Paraplanner - Financial Planning SpecialistJob Summary:We are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing exceptional client service and delivering high-quality financial solutions.Key Responsibilities:Conduct...
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Financial Planning Specialist
14 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED, a leading Wealth Management firm catering to the Investment Management needs of High-Net-Worth Clients.The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning (or equivalent)...
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Financial Planning Specialist
16 hours ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeExciting Opportunity at a Leading Wealth Management FirmWe are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED, a leading Wealth Management firm catering to the Investment Management needs of High-Net-Worth Clients.The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning (or equivalent)...
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Paraplanner - Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Tate Recruitment Full timeJob DescriptionJob Title: Paraplanner - Financial Planning SpecialistLocation: Remote/HybridDepartment: Financial Planning TeamEmployment Type: Full-timeSalary: Competitive with a superb benefits packageWe are thrilled to be partnering with one of the UK's leading investment management companies with a 200-year legacy for building trusted advice on Wealth...
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Paraplanner - Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Tate Recruitment Full timeJob DescriptionJob Title: Paraplanner - Financial Planning SpecialistLocation: Remote/HybridDepartment: Financial Planning TeamEmployment Type: Full-timeSalary: Competitive with a superb benefits packageWe are thrilled to be partnering with one of the UK's leading investment management companies with a 200-year legacy for building trusted advice on Wealth...