Financial Planning Specialist

16 hours ago


Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time
Exciting Opportunity at a Leading Wealth Management Firm

We are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED, a leading Wealth Management firm catering to the Investment Management needs of High-Net-Worth Clients.

The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning (or equivalent) and be working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status. They will have expertise in Financial Planning practices, including Investments, Pensions, and Protection, with a strong ability to provide advice on complex financial planning areas.

Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, is essential, as well as familiarity with XPlan & Cashflow planning software. The successful candidate will be a team player with excellent communication skills and a passion for delivering exceptional client service.

Key Responsibilities:

  • Provide expert financial planning advice to High-Net-Worth Clients
  • Develop and implement comprehensive financial plans
  • Manage client relationships and deliver exceptional service
  • Stay up-to-date with industry developments and best practices

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment


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