Financial Planning Specialist

**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...

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...

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 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...

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...

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...

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...

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...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at JJ Search. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesProduce accurate calculations and cash-flow modelling to support recommendationsPrepare...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at JJ Search. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesProduce accurate calculations and cash-flow modelling to support recommendationsPrepare...

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 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...

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...

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...

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...

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...

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...

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 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 Opportunity in SurreyWe are seeking a highly skilled and experienced financial planning professional to join our client's successful team in Surrey. As a financial planning consultant, you will be responsible for managing relationships with high net worth clients and providing regulated financial planning advice.The ideal candidate will...