Financial Planning Assistant

3 weeks ago


Surrey, United Kingdom Capio Recruitment Financial Planning Full time
Paraplanner Opportunity

We 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 letters
  • Undertake bespoke research and prepare meeting packs
  • Keep product and fund knowledge up to date

Requirements:

  • Minimum 2 years experience in Paraplanning
  • Working towards or achieved Level 4 Diploma
  • Desire to become Chartered
  • High level of attention to detail and accuracy in work
  • Ability to work under pressure, manage time and prioritise workload

About Us:

Our boutique Chartered Financial Planning firm is based in the South Surrey area and is known for its close-knit and friendly team. We offer great development opportunities, exam support, hybrid working, Employee Assistance Program, a good pension contribution, Death in Service, team socials, and regular team socials.



  • Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...


  • Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...


  • Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to connect talented professionals with exciting career opportunities.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial...


  • Surrey, United Kingdom Cameron Kennedy Full time

    At Cameron Kennedy, we're seeking an experienced Financial Planning Specialist to support our Wealth Planners in delivering exceptional client experiences. This role involves conducting thorough research on financial planning products and services, including pensions, life insurance, tax planning, and investment management.Key ResponsibilitiesConduct...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Stanton House Full time

    Job Title: FP&A Business PartnerStanton House is seeking a highly skilled FP&A Business Partner to join our team. As a key member of our finance team, you will play a critical role in supporting our business leaders in making informed decisions.Key Responsibilities:Planning and Analysis: Assist in creating and implementing a robust planning and analysis...


  • Surrey, United Kingdom Stanton House Full time

    Job Title: FP&A Business PartnerStanton House is seeking a highly skilled FP&A Business Partner to join our team. As a key member of our finance team, you will play a critical role in supporting our business leaders in making informed decisions.Key Responsibilities:Planning and Analysis: Assist in creating and implementing a robust planning and analysis...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    Job Opportunity**Financial Planning Team Leader**Nigel 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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    Job Opportunity**Financial Planning Team Leader**Nigel 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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • surrey, United Kingdom Nigel James Associates Ltd Full time

    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...


  • Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...