Senior Financial Planning Specialist

3 weeks ago


Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time
Financial Planning Expertise for High-Net-Worth Clients

We are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their investment, pension, and protection needs.
  • Provide expert advice on complex financial planning issues, including investments, pensions, and protection.
  • Work closely with our Wealth Management team to deliver high-quality financial planning services to clients.
  • Stay up-to-date with industry developments and best practices in financial planning.

Requirements:

  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
  • Proven experience in financial planning practices and disciplines, including investments, pensions, and protection.
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
  • Experience with XPlan & Cashflow planning software (desired).

What We Offer:

As a Financial Planning Specialist at JJ SEARCH LIMITED, you will have the opportunity to work with a highly respected Wealth Management firm, delivering high-quality financial planning services to our high-net-worth clients. If you are a motivated and experienced financial planning professional, we encourage you to apply for this exciting opportunity.



  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Senior Financial ParaplannerWe are seeking a highly skilled and experienced Senior Financial Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will play a key role in providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Senior Financial ParaplannerWe are seeking a highly skilled and experienced Senior Financial Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will play a key role in providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Guildford, Surrey, United Kingdom Cameron Kennedy Full time £40,000 - £50,000

    Senior Paraplanner Job DescriptionCameron 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 Responsibilities:Conduct thorough and accurate research on financial planning products and services.Perform complex calculations...


  • Guildford, Surrey, United Kingdom Wargaming Full time

    Financial 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...


  • Guildford, Surrey, United Kingdom Wargaming Full time

    Financial 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...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Senior ParaplannerAbout the RoleWe are seeking an experienced Senior Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Paraplanner, you will play a key role in supporting our Wealth Planners in providing high-quality financial planning advice to our clients.Key ResponsibilitiesProduce accurate calculations and cash-flow modelling to support...


  • Guildford, Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: GuildfordSalary: £40 – 50k + Bonus + BensCameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation.Role OverviewWe are seeking an...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...


  • Guildford, Surrey, United Kingdom Cameron Kennedy Full time

    Role OverviewCameron 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, including pensions, life insurance, tax planning, and investment management.Key ResponsibilitiesConduct thorough and accurate research on financial...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleJoin Hays Senior Finance as a key member of our team and take on a challenging role in building high-quality analysis and management reporting for our operations teams.Key ResponsibilitiesReporting into the financial controller, you will be responsible for producing packs to drive performance in key projects.You will work closely with teams to...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleJoin Hays Senior Finance as a key member of our team and take on a challenging role in building high-quality analysis and management reporting for our operations teams.Key ResponsibilitiesReporting into the financial controller, you will be responsible for producing packs to drive performance in key projects.You will work closely with teams to...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleJoin Hays Senior Finance as a key member of our team and take on a challenging role in building high-quality analysis and management reporting for our operations teams.Key ResponsibilitiesReporting into the financial controller, you will be responsible for producing packs to drive performance in key projects.You will work closely with teams to...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleJoin Hays Senior Finance as a key member of our team and take on a challenging role in building high-quality analysis and management reporting for our operations teams.Key ResponsibilitiesReporting into the financial controller, you will be responsible for producing packs to drive performance in key projects.You will work closely with teams to...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...


  • Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a boutique wealth management firm based in Guildford, providing expert financial advice to a range of private and corporate clients.Key Responsibilities:Conducting regular strategy meetings with our Financial...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleThe successful candidate will be a senior financial leader with a proven track record in business partnering and leadership. They will be responsible for managing a team of finance business partners, providing training and development, and working closely with operations managers and directors to ensure project success.Key...