Current jobs related to Financial Planning Specialist - Surrey - Financial Divisions

  • Financial Planning Assistant

    4 weeks ago

    Surrey, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will provide technical support to our Advisors and work closely with a dedicated client bank.Key Responsibilities:Write investment strategy documents and suitability lettersUndertake bespoke research and prepare...

  • Financial Planning Assistant

    4 weeks ago

    Surrey, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will provide technical support to our Advisors and work closely with a dedicated client bank.Key Responsibilities:Write investment strategy documents and suitability lettersUndertake bespoke research and prepare...

  • Financial Planning Specialist

    1 week ago

    Surrey, United Kingdom Cameron Kennedy Full time

    At Cameron Kennedy, we're seeking an experienced Financial Planning Specialist to support our Wealth Planners in delivering exceptional client experiences. This role involves conducting thorough research on financial planning products and services, including pensions, life insurance, tax planning, and investment management.Key ResponsibilitiesConduct...

  • Financial Planning Assistant

    4 weeks ago

    Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...

  • Financial Planning Assistant

    4 weeks ago

    Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...

  • Financial Planning Assistant

    4 weeks ago

    Surrey, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to connect talented professionals with exciting career opportunities.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial...

  • Senior Financial Planning Manager

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Financial Planning Team Leader OpportunityNigel James Associates Ltd is partnering with a leading financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This role combines team management with a client portfolio, driving new business and leading a team to reach its full potential.Key Responsibilities:Manage...

  • Senior Financial Planning Manager

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Financial Planning Team Leader OpportunityNigel James Associates Ltd is partnering with a leading financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This role combines team management with a client portfolio, driving new business and leading a team to reach its full potential.Key Responsibilities:Manage...

  • Financial Planning Team Leader

    1 month ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a key member of the team, you will be responsible for managing a client portfolio and driving new business networking with professional introducers.Key Responsibilities:Manage a team of Financial Planners to reach their full...

  • Financial Planning Team Leader

    1 month ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a key member of the team, you will be responsible for managing a client portfolio and driving new business networking with professional introducers.Key Responsibilities:Manage a team of Financial Planners to reach their full...

  • Financial Planning Team Strategist

    3 days ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Role:Nigel James Associates Ltd is pleased to partner with an award-winning, expanding financial planning firm in Surrey to recruit an experienced Financial Planning Team Leader for their office. This dual role involves managing a client portfolio of your own, providing expert advice, and driving business development through professional introducers. You...

  • Financial Planning Team Leader

    3 weeks ago

    surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

  • Financial Planning Team Leader

    1 month ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a dual role, you will manage a team of Financial Planners and also oversee a client portfolio, providing expert advice and driving new business networking with professional introducers.Key Responsibilities:Lead and mentor a team of...

  • Financial Planning Team Leader

    1 month ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates Ltd is seeking an experienced Financial Planning Team Leader to join their Surrey office. As a dual role, you will manage a team of Financial Planners and also oversee a client portfolio, providing expert advice and driving new business networking with professional introducers.Key Responsibilities:Lead and mentor a team of...

  • Financial Planning Team Leader

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

  • Financial Planning Team Leader

    2 days ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Job Description Role Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive...

  • Financial Planning Team Leader

    6 days ago

    surrey, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

  • Financial Planning Team Leader

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

  • Senior Financial Planning Team Manager

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.Key ResponsibilitiesLead and mentor a team of Financial Planners to...

  • Senior Financial Planning Team Manager

    2 months ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    Role OverviewNigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.Key ResponsibilitiesLead and mentor a team of Financial Planners to...

Financial Planning Specialist

2 months ago

Surrey, United Kingdom Financial Divisions Full time

About the Role:

Financial Divisions is seeking a highly skilled and experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, including investment, tax, and retirement planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement financial plans that meet clients' needs and objectives.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.
  • Collaborate with other professionals, such as accountants and lawyers, to provide integrated financial services.

About the Company:

Financial Divisions is a leading provider of financial services, with a strong reputation for delivering high-quality advice and solutions to clients. We are committed to helping our clients achieve their financial goals and objectives, and we are seeking a talented and experienced Financial Planning Specialist to join our team.

Requirements:

  • Minimum 3 years of experience in financial planning or a related field.
  • Strong knowledge of financial planning principles, practices, and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.