Financial Planning Expert

Job OverviewNigel James Associates Ltd is delighted to partner with a leading financial planning firm to recruit an experienced Financial Planning Expert for their Surrey office.This role involves driving new business networking with internal stakeholders and external professional introducers. The ideal candidate will be commercially driven, thrive within a...

About the RoleWe are seeking a Financial Expert to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED, based in Redhill. This part-time position involves 14 hours of work per week and offers a competitive salary.Job SummaryThe successful candidate will provide financial expertise to our Senior Leadership Team, CEO, and Trustees. They will also manage...

Role OverviewNigel James Associates Ltd are partnered with a reputable HNW wealth planning firm in Surrey to appoint an experienced Paraplanner.This role involves assisting Financial Planners with client research, writing suitability reports, and attending meetings. Strong relationships with Financial Planners and clients are essential for delivering a...

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will play a vital part in delivering high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have...

Job OverviewWe are seeking an experienced Senior Paraplanner to join our Wealth Management team at Cameron Kennedy. This role involves conducting thorough research and providing high-quality support to our Wealth Planners, enabling them to deliver exceptional client outcomes.Key Responsibilities:Conduct accurate research on financial planning products and...

Nigel James Associates Ltd is a leading wealth planning company based in Surrey. We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner.This role offers a unique opportunity to work closely with our Financial Planners and clients, assisting with product research, suitability reports, and client meetings. You will be...

Cameron Kennedy is seeking a Financial Planning Specialist to join our team of experienced professionals. As a key member of our financial planning team, you will play a vital role in delivering exceptional client experiences by conducting thorough research and providing expert advice on a wide range of financial products and services.About the CompanyWe...

About the RoleCameron 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 ResponsibilitiesWe are looking for a professional who will perform complex calculations and cash-flow modelling to support client recommendations,...

About the PositionWe are looking for a Paraplanning Expert to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will be responsible for conducting high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have extensive experience...

Contract Type: Permanent - Full Time Base: Crawley, West Sussex (Our Gatwick office) with frequent travel to our Westferry, Canary Wharf office We are the UK's aviation and aerospace regulator and recognised as a world leader in its field. Our activities are diverse, enabling the aviation industry to meet the highest safety standards, and we pride...

Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...

Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...

IDEX Consulting Ltd, a leading consultancy firm, are partnered with a bespoke Financial Planning business in Surrey seeking an experienced Compliance Director to join their team. This is an exciting opportunity to lead the compliance function and drive growth.The company is undergoing significant expansion, including international growth, new jurisdictions,...

Job Title: Brand Management ExpertWe are seeking an experienced Brand Management Expert to join our Marketing Team at Vertical Advantage.This role involves leading key brands in a fast-paced market segment and developing comprehensive marketing plans for assigned brands.Key Responsibilities:Strategic Planning: Develop annual and long-term strategies for...

Head of Financial Planning & Analysis At Healix, we provide healthcare and risk management assistance and solutions to clients worldwide. Our services are underpinned by our global network of 24/7/365 operations centres located in Esher, Singapore, and New Zealand. These centres are staffed by experienced doctors, nurses, and security professionals who work...

Head of Financial Planning & Analysis At Healix, we provide healthcare and risk management assistance and solutions to clients worldwide. Our services are underpinned by our global network of 24/7/365 operations centres located in Esher, Singapore, and New Zealand. As the Head of Financial Planning & Analysis, you will play a pivotal role in driving...

Director of FP&AWe are excited to be partnering with an industry leading private equity backed technology services organisation. They have a presence with a well defined market and have diversified their product range. The business has grown rapidly, as is seeing consistent growth both organically and acquisitively as they expand their market reach and head...

Director of FP&AWe are excited to be partnering with an industry leading private equity backed technology services organisation. They have a presence with a well defined market and have diversified their product range. The business has grown rapidly, as is seeing consistent growth both organically and acquisitively as they expand their market reach and head...

Here at WWF, we are helping to tackle this enormous global challenge. Our people come from hugely diverse backgrounds and with a variety of expertise, ranging from HR and finance to advocacy and conservation science. We welcome applications from anyone who believes they can help us create a better future for people and wildlife. We are an independent...

Here at WWF, we are helping to tackle this enormous global challenge. Our people come from hugely diverse backgrounds and with a variety of expertise, ranging from HR and finance to advocacy and conservation science. We welcome applications from anyone who believes they can help us create a better future for people and wildlife. We are an independent...