Financial Planning Support Specialist
1 month ago
Blakemore Recruitment is assisting a well-established Financial Planning practice in finding their next Experienced Sales Support Administrator to join their expanding team.
This role involves working closely with the Paraplanner and interacting with exceptional clients on a daily basis.
Key responsibilities include:
- Processing new business applications and chasing outstanding information
- Researching reviews and renewals, and dealing with external companies
- Supporting the Paraplanner in their daily tasks
The ideal candidate will be an experienced IFA support professional looking to progress their career.
This role offers an excellent salary and career path, with opportunities for professional development and potential progression to a Paraplanning role.
Blakemore Recruitment would be happy to discuss this opportunity in more detail and identify the candidate's specific skills and motivations.
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Financial Planning Consultant
6 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time**About the Role**Financial Divisions is seeking an experienced Financial Planning Consultant to manage an existing book of business from a retiring adviser. The successful candidate will be responsible for servicing a portfolio of high net worth individuals, generating over £250k in ongoing advice fees.**Key Responsibilities**Provide holistic advisory...
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Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Senior Financial Planning Specialist
1 month ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeFinancial 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...
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Senior Financial Planning Specialist
1 month ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeFinancial 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...
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Financial Planning Support Specialist
1 month ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeFinancial Planning Support AdministratorBlakemore Recruitment is assisting a well-established Financial Planning practice in their search for an experienced Sales Support Administrator to join their expanding team.The ideal candidate will be working as an IFA support currently and looking to progress their career. The role offers an excellent salary and...
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Financial Planning Support Specialist
4 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeFinancial Planning Support AdministratorBlakemore Recruitment is assisting a large, well-established Financial Planning practice in seeking an experienced Sales Support Administrator to join their expanding team due to increased business levels.The ideal candidate will be working as an IFA support currently and will be looking to progress their career. The...
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Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeRole OverviewWe are currently recruiting for a Financial Planning practice based in Guildford who are seeking a Paraplanner to join their team. This role offers hybrid working with 1 day in the office and 4 days from home.About the CompanyThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a...
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Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of...
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Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial...
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Expert Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Financial Planning specialist.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.Role DescriptionThe role involves...
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Senior Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Cameron Kennedy Full time £40,000 - £50,000Senior 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...
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Senior Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Cameron Kennedy Full timeJob 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...
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Senior Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Cameron Kennedy Full timeRole 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...
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Senior Financial Consultant
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeFinancial Planning Director OpportunityWe are seeking a highly skilled Financial Planning Director 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 from a retiring adviser, generating over £250k in ongoing advice fees.Our clients are high net worth individuals...
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Senior Financial Planning Specialist
4 weeks ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeSenior 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...
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Financial Planning Associate
6 days ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in the UK who are looking to recruit a Technical Paraplanner. This role offers hybrid working with a balance of time spent in the office and from home.Company OverviewThe company is a boutique wealth management firm based in the UK, providing expert financial advice to a range of private and...
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Financial Planning Professional
4 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Role at Evelyn PartnersEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. As a key member of our team, you will be responsible for assisting qualified financial planners and their support teams with new and existing client work.Key Responsibilities:Support the...
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Guildford, Surrey, United Kingdom The FISER Group Full timeSenior Paraplanner: Wealth Management Firm OverviewThe FISER Group is seeking a highly skilled Senior Paraplanner to provide technical support to our Wealth Planners and team of 6 Paraplanners.Job Summary:Undertake comprehensive research and accurate calculations for Wealth Planner recommendations, ensuring exceptional client outcomes.Prepare thorough...
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Financial Planning Support Professional
3 weeks ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a large, well-established Financial Planning practice in seeking an experienced Sales Support Administrator to join their expanding team.You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.The role involves day-to-day administration, processing new business...
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Financial Planning Specialist
4 weeks ago
Guildford, Surrey, United Kingdom Gatwick Airport Limited Full timeFinance Analyst Opportunity at Gatwick Airport LimitedCompetitive Salary and Benefits PackageWe are seeking a highly skilled Finance Analyst to join our team at Gatwick Airport Limited. As a key member of our finance team, you will be responsible for providing accurate and timely financial insights and analysis to support business decision-making.Key...