Senior Wealth Planning Support

Nigel James Associates Ltd is a well-established wealth planning company based in Surrey, seeking an experienced Wealth Planning Support Specialist to join our team. As a Paraplanner, you will play a vital role in supporting our Financial Planners and clients, providing exceptional end-to-end service and building strong relationships.To succeed in this role,...

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...

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...

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...

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...

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...

About the RoleCameron Kennedy is 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.Key ResponsibilitiesWe are looking for a professional who will perform complex calculations and cash-flow modelling to support client recommendations,...

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...

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 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...

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...

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...

Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who 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. Join us in making a meaningful impact on...

Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who 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. Join us in making a meaningful impact on...

Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who 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. Join us in making a meaningful impact on...

Job Description Job Title: Senior Paraplanner Location: Surrey Salary : £40 – 50k + Bonus + Bens A leading Wealth Manager who 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. Join us in making a...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who 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. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who 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. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who 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. Join us in making a meaningful impact on our...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who 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. Join us in making a meaningful impact on our...