Wealth Planning Support Specialist

Career OpportunityCameron Kennedy is a leading Wealth Manager seeking an experienced Senior Paraplanner to join our team. In this role, you will have the opportunity to work with a collaborative team, develop your skills and expertise, and contribute to the delivery of exceptional client experiences.Key Responsibilities:Conduct in-depth research on financial...

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...

About the OpportunityCameron Kennedy is a leading Wealth Manager committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. We are seeking an experienced Wealth Management Associate to support our Wealth Planners by conducting high-quality research across a wide range of financial planning...

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...

A position has opened for an ambitious private wealth disputes specialist, to join one of the leading dispute resolution and private client practices outside London. You would join a growing team, with substantial experience in dealing with a range oftrust, estate and family disputes. They are ranked in The Legal 500 South East as well as London, and the...

Role OverviewWe are 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.Main ResponsibilitiesConduct thorough and accurate research on financial planning products and services to support client recommendations.Prepare client-centric...

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...

Job OverviewCameron Kennedy is seeking a highly skilled Wealth Planning Specialist to join its team of experienced Wealth Planners. As a key member of the financial planning team, you will play a vital role in delivering exceptional client outcomes by conducting thorough research and providing expert advice on a wide range of financial products and...

**Overview**: - An experienced Financial Adviser is required to work from home with leads generated via a team of incentivised employed and self-employed mortgage brokers, as well as having access to the existing client database. **Job Title**: - Experienced Financial Advisor **Location**: - Surrey **Salary**: - Between £45,000 - £60,000 year 1,...

Wealth Manager Cameron Kennedy is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation.Our team of experts is looking for an experienced Senior Paraplanner to support our Wealth Planners by conducting high-quality...

We are seeking a highly skilled Senior Wealth Planner to join our team of experienced professionals at Cameron Kennedy. The successful candidate will have extensive experience in providing high-quality paraplanning services, with a proven track record of delivering exceptional client outcomes.About the RoleThe Paraplanning Expert will play a vital role in...

Key ResponsibilitiesAs a Paraplanner with Nigel James Associates Ltd, you will work closely with Financial Planners to deliver outstanding client support. Key responsibilities include:Assisting with client research and report writingAttending meetings and liaising with clients directlyBuiding strong relationships with Financial Planners and clientsTo succeed...

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...

We are recruiting for an Estate Planning Specialist to join our client's team in Surrey Hills. This role offers a unique blend of challenge and reward, with opportunities for career growth and development.Key Details:Estimated Salary: £60,000 - £80,000 per annum (based on industry standards)Location: Easy access from Kent, Surrey and central London due to...

About Our ClientOur client is a specialist manufacturer based in Surrey, seeking a Demand Planning Manager to join their team. This permanent role offers a salary of £45,000-£60,000 per annum, dependent on experience.Role OverviewThe Demand Planning Manager will be responsible for developing and executing demand planning strategies to meet customer demand...

We are seeking a highly skilled Financial Planning Professional to join our team of experienced professionals at Cameron Kennedy. The successful candidate will have extensive experience in providing high-quality paraplanning services, with a proven track record of delivering exceptional client outcomes.About the JobThe Paraplanning Specialist will play a...

Cloud Transformation Office (CTO) Backlog Manager paying between £80,000 - £88,000 Your new company: Your new company operates a brokerage firm, manages a large family of mutual funds, provides fund distribution/investment advice, retirement services, index funds, wealth management, securities execution/clearance, asset custody, and life insurance Your new...

About the RoleThis is an exciting opportunity for an experienced Senior Paraplanner to join Cameron Kennedy's Wealth Management team. As a key member of our team, you will play a vital role in supporting our Wealth Planners and delivering high-quality research to drive client outcomes.Responsibilities:Conduct thorough research on financial planning products...

Job Title: IT Support SpecialistWe are seeking a talented IT Support Specialist to join our team based onsite in Crawley, with the option of hybrid working after an initial period. This permanent full-time role offers a competitive salary of £40,000 - £45,000.The ideal candidate will excel at customer service and possess strong technical skills. As an IT...

Children's Support Assistant Permanent Job at the Children's Trust in Tadworth paying £22,444 - £25,675 **Your new company**We are recruiting for Children's Support Assistants on behalf of the UK's leading charity for children with brain injuries, providing expert rehabilitation, education, therapy, and care at their specialist centre in Tadworth. **Your...