Financial Planning Professional
3 weeks ago
Cameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower clients to achieve their goals. Our collaborative culture fosters integrity, accountability, and innovation.
We are seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting thorough research across various financial planning products and services. This role plays a vital part in delivering holistic advice that leads to positive client outcomes.
Key Responsibilities:- Conduct accurate research on financial planning products and services.
- Perform complex calculations and cash-flow modelling to support client recommendations.
- Prepare suitability reports and documentation in compliance with company processes.
- Draft technical documents for client presentations.
- Proactively identify areas for future advice and collaborate with Wealth Planners.
The ideal candidate will possess extensive experience in paraplanning, proficiency in financial planning practices, and relevant qualifications such as the RQF Level 4 Diploma in Regulated Financial Planning. Strong communication skills, technical knowledge of financial planning products, and numerical skills are also essential.
Salary and Benefits:The estimated salary range for this position is £40,000 - £50,000 + bonus and benefits package. Cameron Kennedy offers a collaborative team environment, opportunities for growth and development, and a chance to make a meaningful impact on clients' lives.
-
Financial Planning Specialist
4 weeks ago
Woking, Surrey, United Kingdom Alliance Healthcare UK Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our finance team in Alliance Healthcare UK. As a Financial Planning Specialist, you will play a key role in supporting the development of financial plans and strategies that drive business growth.The successful candidate will have experience in financial planning and analysis,...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeThe Premier Jobs UK Limited is seeking a skilled Financial Planning Specialist to work from home as an Independent Financial Advisor.About the RoleThis is a fantastic opportunity for a motivated individual to build a successful client bank with a proven lead source, providing a healthy conversion rate. You will receive daily leads during your initial months,...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a reputable firm dedicated to providing top-notch financial services. Our aim is to connect talented professionals with exciting opportunities in the industry.Salary: As a self-employed Financial Advisor, you can expect an impressive OTE of £80,000+ in your first year (uncapped earnings). Alternatively, if...
-
Financial Planning Consultant
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Full time**Job Title:** Financial Planning Consultant**Salary:** £40,000 - £60,000 per annum (dependent on experience)We are seeking an experienced Financial Planning Consultant to join our team at Premier Jobs UK. As a Financial Planning Consultant, you will work closely with clients to provide tailored financial planning advice and guidance.In this role, you will...
-
Financial Planning Manager
2 weeks ago
Woking, Surrey, United Kingdom AmerisourceBergen Corporation Full timeAbout the RoleWe are looking for a skilled Financial Planning Manager to lead our financial planning and analysis function. This is a key leadership role with a salary range of $100,000 - $150,000 per annum.ResponsibilitiesDeveloping and implementing financial plans and strategiesLiaising with stakeholders to ensure effective communicationLeading a team of...
-
Financial Planning Specialist
4 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeJob Overview: We are seeking an experienced Financial Planning Specialist to join our team in a home-based role. As a Financial Planning Specialist, you will be responsible for providing financial advice to clients across the South East region. You will benefit from a strong lead source that has proven to generate a high conversion rate.The ideal candidate...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial Planning SpecialistAt Premier Jobs UK Limited, we are looking for a skilled Financial Planning Specialist to join our team. This is a home-based role that offers a good flow of leads and referrals to help you build a strong client bank.As a Financial Planning Specialist, you will benefit from our strong lead source, which has proven to...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeJob OverviewPremier Jobs UK Limited is seeking a skilled Financial Advisor to join their team on a self-employed basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients across the South East region.The ideal candidate will have a strong understanding of financial planning principles and regulations, as...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeCompany Overview: Premier Jobs UK Limited offers a unique opportunity for experienced financial advisors to build a successful home-based business. Our strong lead source has proven to generate a healthy conversion rate, providing a steady stream of clients for you to advise and grow your portfolio.Salary: With the potential to earn £80,000+ in Year 1, this...
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the OpportunityWe are seeking a skilled Financial Advisor to join our team in the South East region. This is a home-based role with opportunities for growth and development.As a Financial Advisor, you will be responsible for providing expert advice to clients on consolidating pension transfers and other areas of financial planning. You will have access...
-
Financial Planning Analyst
3 weeks ago
Woking, Surrey, United Kingdom AmerisourceBergen Corporation Full timeJob OverviewWe are seeking a skilled Financial Planning Analyst to join our team. This role will enable decision making and drive action through value driving financial analysis and financial reporting.The successful candidate will have experience in financial planning and analysis, preferably within operations and supply chain. They will have excellent...
-
Financial Planning Support Assistant
4 weeks ago
Woking, Surrey, United Kingdom CV-Library Full timeAre you looking for a new challenge in the Financial Services industry?We are seeking a highly skilled Technical Administrator to join our Investment Firm based near Cobham.About the Position:This is a fantastic opportunity for someone with previous experience in a Financial Planning role to provide technical support to our Financial Planners.The ideal...
-
Financial Planning Analyst
6 days ago
Woking, Surrey, United Kingdom Nomad Foods Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Nomad Foods. As a key member of the Group Finance team, you will work closely with senior management and budget holders to drive delivery of indirect targets.About the RoleThis is a dynamic role that requires strong business acumen, excellent planning and organizational...
-
Financial Planning Expert
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeThis is a unique opportunity for a Financial Advisor to work from home and build a strong client base. With a proven lead source, you can expect a steady flow of leads and referrals.Key Benefits:A high conversion rate ensures that your efforts yield resultsYou have the flexibility to adjust the number of leads as you grow busierClient Engagement:The initial...
-
Financial Planning Expert
3 weeks ago
Woking, Surrey, United Kingdom Cameron Kennedy Full timeCompany Overview:Cameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services.
-
Financial Planning Specialist
3 weeks ago
Woking, Surrey, United Kingdom Investigo Full timeInvestigo is currently recruiting for a Financial Planning Specialist to support their commercial and friendly team on a full-time permanent basis.**Key Responsibilities:**Provide financial support and analysis for different divisions.Conduct consolidation analysis.Prepayments & Accruals.Manage all aspects of financial support, including:Ad hoc...
-
Professional Financial Consultant
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team as a home-based professional. As a self-employed role, you will have the opportunity to work with clients across the South East region and build a strong client bank.The ideal candidate should hold a full Level 4 Diploma in Financial Planning or equivalent and possess CAS status...
-
Accounting and Assurance Professional
2 weeks ago
Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeAbout the RoleWe seek an experienced Accounts and Audit Accountant to join our team at Fletcher George Financial Recruitment. This exciting opportunity involves assisting a diverse client base and contributing to the preparation of financial reports.Key ResponsibilitiesClient Audits: Plan, execute, and complete audits for a mix of SME companies, HNWIs,...
-
Financial Planning Analyst
3 weeks ago
Woking, Surrey, United Kingdom Nomad Foods Full timeOverviewAbout the RoleThis is a dynamic position working cross-functionally to drive delivery of indirect targets as a business partner for several corporate functions, promoting a cost-conscious mindset.Act as a Finance Business Partner to Senior Management and budget holders of multiple business areas (e.g. CIO, CFO, COO and Compliance).Work closely with...
-
Financial Planning Expert
3 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the JobThis home-based role as a Financial Planning Expert offers a strong lead flow and referral opportunities for you to build a client portfolio.You will benefit from a robust lead source that has proven to generate a healthy conversion rate. The business aims to provide daily leads during your initial months while you establish your client base,...