Financial Planning Team Leader

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will provide technical support to our Advisors and work closely with a dedicated client bank.Key Responsibilities:Write investment strategy documents and suitability lettersUndertake bespoke research and prepare...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will provide technical support to our Advisors and work closely with a dedicated client bank.Key Responsibilities:Write investment strategy documents and suitability lettersUndertake bespoke research and prepare...

RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a key member of the team, you will be responsible for managing a client portfolio and driving new business networking with professional introducers.Key Responsibilities:Manage a team of Financial Planners to reach their full...

RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a key member of the team, you will be responsible for managing a client portfolio and driving new business networking with professional introducers.Key Responsibilities:Manage a team of Financial Planners to reach their full...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a dual role, you will manage a team of Financial Planners and also oversee a client portfolio, providing expert advice and driving new business networking with professional introducers.Key Responsibilities:Lead and mentor a team of...

RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a dual role, you will manage a team of Financial Planners and also oversee a client portfolio, providing expert advice and driving new business networking with professional introducers.Key Responsibilities:Lead and mentor a team of...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

Nigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...

Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.Key ResponsibilitiesLead and mentor a team of Financial Planners to...

Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.Key ResponsibilitiesLead and mentor a team of Financial Planners to...

Nigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...

Nigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...

Nigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...

Nigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...

Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a unique opportunity to lead a team of financial planners and manage a client portfolio, providing expert advice and driving business growth.Key ResponsibilitiesManage a team of financial planners to achieve...

Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a unique opportunity to lead a team of financial planners and manage a client portfolio, providing expert advice and driving business growth.Key ResponsibilitiesManage a team of financial planners to achieve...

Financial Planning Team Leader OpportunityNigel James Associates Ltd is partnering with a leading financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This role combines team management with a client portfolio, driving new business and leading a team to reach its full potential.Key Responsibilities:Manage...