Financial Planning Professional

3 weeks ago


Surrey, United Kingdom Nigel James Associates Ltd Full time

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 responsible for building strong relationships with our clients, providing exceptional end-to-end service, and working collaboratively within our office environment.

To succeed in this role, you will need experience as a Paraplanner or in a senior Sales Support function within a financial planning practice. A Level 4 qualification is desirable but not essential, as long as you have relevant experience dealing with HNW clients, mainly pre- and/or at retirement. You will also require excellent communication and interpersonal skills, with the ability to work hard and maintain a professional demeanor.

We offer a highly attractive basic salary of £45,000 per annum, along with company benefits that include flexible/hybrid working arrangements and opportunities for career progression. Our collaborative working environment and commitment to employee development make us an ideal employer for ambitious professionals.

In return for your hard work and dedication, we can offer:

  • A comprehensive induction programme
  • Ongoing training and development opportunities
  • Regular performance reviews and feedback


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