Financial Planning Specialist

1 week 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 Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
  • Efficiently summarising recommendation options for our Financial Planners and drafting letters and suitability reports for a wide range of products, providers and funds.
  • Thinking independently and working outside of formal template structures to help formulate highly individualised client reports.
  • Using different software packages and technology to analyse data and propose effective client solutions.
  • Updating client records and business trackers promptly and accurately.
  • Supporting the team and managers in the development of processes and ideas.
  • Maintaining a high degree of technical knowledge relating to core products through ongoing training and self-development.

Requirements:

  • At least three years in the industry.
  • Level 4 Diploma in Financial Planning or higher.
  • Advantageous to have specialist qualifications such as Long Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7)
  • A detailed understanding of pensions, investments, protection and tax planning.
  • Excellent report writing and communication skills.
  • Experience of a variety of IT systems, preferably to include Intelligent Office and FE Analytics
  • Previous experience of using different provider websites/platforms and knowledge of the overall application and administrative processes.
  • Self-motivated and driven to succeed and deliver a first class service to clients.
  • Good at problem solving and thinking outside the box.
  • Excellent attention to detail.
  • Ability to work well in a team.
  • Hands on, can do approach to work.

Company Benefits:

  • Pension scheme
  • Cash Plan after 6 months employment
  • £100,000 Death in Service
  • Income Protection
  • 23 days holiday up to 28 days (able to roll over up to 5 days each year)
  • Closes over Christmas
  • Gifts for Birthdays and Work Anniversaries
  • Plenty of social events such as Tax Year End celebrations, Christmas Party and others
  • Help with funding exams
  • Free parking at the office
  • Hybrid office and working from home
  • Modern Laptop supplied
  • Company contributions towards many other benefits such as home office kit

  • Senior Financial Planning Specialist

    3 weeks 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

    3 weeks 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 and Analysis Specialist

    1 month ago

    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...

  • Financial Planning and Analysis Specialist

    1 month ago

    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...

  • Senior Financial Planning Specialist

    3 weeks 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

    3 weeks 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

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the flexibility to work from home and in the office.Our company is a boutique wealth management firm, providing expert financial advice to private and corporate clients. We are looking for a...

  • Financial Planning Specialist

    6 days 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

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe 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 the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Financial Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe 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 the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • 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 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...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe 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 the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe 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 the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Expert Financial Planning Specialist

    2 days 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 Planning Specialist

    4 weeks ago

    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...

  • Senior Financial Planning Specialist

    4 weeks ago

    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...

  • Senior Financial Planning Specialist

    1 week 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

    1 week 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

    1 week 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

    3 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...