Current jobs related to Financial Planning Specialist - Guildford, Surrey - Blakemore Recruitment

  • Financial Planning Consultant

    5 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...

  • Financial Planning Specialist

    3 weeks ago

    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...

  • Senior Financial Planning Specialist

    1 month ago

    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...

  • Senior Financial Planning Specialist

    1 month ago

    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...

  • Financial Planning Specialist

    2 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Role 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...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We 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...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We 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...

  • Expert Financial Planning Specialist

    2 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We 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...

  • Senior Financial Consultant

    2 weeks ago

    Guildford, Surrey, United Kingdom Financial Divisions Full time

    Financial 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...

  • Senior Financial Planning Specialist

    3 weeks ago

    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...

  • Senior Financial Planning Specialist

    3 weeks ago

    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...

  • Senior Financial Planning Specialist

    3 weeks ago

    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...

  • Financial Analyst

    4 weeks ago

    Guildford, Surrey, United Kingdom Hays Specialist Recruitment Limited Full time

    Project AccountantYour new role at Hays Specialist Recruitment Limited will be a key part of our finance team, working closely with the financial controller to build high-quality analysis and management reporting for our operations teams. You will be responsible for producing packs to drive performance in key projects and business partnering/challenging...

  • Financial Analyst

    4 weeks ago

    Guildford, Surrey, United Kingdom Hays Specialist Recruitment Limited Full time

    Project AccountantYour new role at Hays Specialist Recruitment Limited will be a key part of our finance team, working closely with the financial controller to build high-quality analysis and management reporting for our operations teams. You will be responsible for producing packs to drive performance in key projects and business partnering/challenging...

  • Financial Planning Associate

    6 days ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We 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...

  • Senior Financial Planning Specialist

    4 weeks ago

    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...

  • Financial Planning Professional

    4 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job Title: Financial Planning ProfessionalAt JJ SEARCH LIMITED, we are seeking a highly skilled Financial Planning Professional to join our team. The ideal candidate will have a strong background in financial planning, with experience in all financial planning practices and disciplines, including investments, pensions, and protection.Key Responsibilities:*...

  • Financial Planning Professional

    3 weeks ago

    Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial 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...

  • Head of Financial Planning

    4 weeks ago

    Guildford, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a Head of Financial Planning to join our finance team in Guildford, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage...

  • Financial Planning Support Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Financial 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...

Financial Planning Specialist

2 months ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Technical Paraplanner

We 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 Company

Our client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate clients.

Job Description

The successful candidate will be responsible for conducting research, summarizing recommendation options, and drafting reports for our Financial Planners. They will also be expected to maintain a high level of technical knowledge and provide support to the team in developing processes and ideas.

Key Responsibilities

  • Conducting research and analysis to identify suitable solutions for clients
  • Summarizing recommendation options and drafting reports
  • Maintaining technical knowledge and staying up-to-date with industry developments
  • Providing support to the team in developing processes and ideas
  • Updating client records and business trackers

Requirements

  • At least three years of experience in the industry
  • Level 4 Diploma in Financial Planning or higher
  • Specialist qualifications such as Long Term Care, Equity Release, and Pension Transfer
  • Excellent report writing and communication skills
  • Experience of IT systems, including Intelligent Office and FE Analytics
  • Self-motivated and driven to succeed
  • Good problem-solving skills and attention to detail

Benefits

  • Pension scheme
  • Cash Plan after 6 months employment
  • £100,000 Death in Service
  • Income Protection
  • 23 days holiday up to 28 days
  • Hybrid office and working from home
  • Modern Laptop supplied
  • Company contributions towards benefits