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Financial Planning Specialist

2 months 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 as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status.


Key Responsibilities:
  • Provide expert advice on complex financial planning areas, including Investments, Pensions, and Protection.
  • Develop and maintain strong relationships with High-Net-Worth Clients.
  • Utilize XPlan & Cashflow planning software to deliver exceptional client service.
  • Stay up-to-date with industry developments and best practices.

Requirements:
  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status.
  • Proficiency in Financial Planning practices, including Investments, Pensions, and Protection.
  • Experience with MC Office/Outlook, Word, Excel, and PowerPoint.
  • Familiarity with XPlan & Cashflow planning software (desirable).

As a Financial Planning Paraplanner at JJ SEARCH LIMITED, you will have the opportunity to work with a talented team and contribute to the success of our clients. If you are a motivated and experienced individual looking for a new challenge, please submit your application.