Current jobs related to Financial Planning Support Specialist - Surrey - Antony George Recruitment

  • 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 Support

    2 days ago

    Farnham, Surrey, United Kingdom KFS Recruitment Full time €32,000 - €34,000

    Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...

  • 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...

  • 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 Support Specialist

    2 weeks ago

    Surrey, United Kingdom Henderson Scott Careers Full time

    Job Summary:Henderson Scott Careers is seeking a skilled Legal Cashier to provide financial support to a Surrey-based law firm. The successful candidate will work closely with Partners to deliver high-quality financial services to both businesses and private clients.Key Responsibilities:Provide financial support to the law firm, including transactional...

  • 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 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 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

    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

    3 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

    7 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...

Financial Planning Support Specialist

2 months ago

Surrey, United Kingdom Antony George Recruitment Full time
About Antony George Recruitment

We are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.

Job Description

Job Title: Paraplanning Professional

Job Type: Full-time

Industry: Financial Services

Location: Remote (with occasional office visits)

Job Summary:

We are seeking an experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will be responsible for providing high-quality paraplanning support to our wealth advisers, ensuring the highest possible standard of client service.

Key Responsibilities:

  • Provide vital paraplanning support to our team of wealth advisers, including research, report construction, and client contact.
  • Research and recommend financial planning solutions and investment strategies to support our advisers.
  • Prepare recommendation reports for client meetings, ensuring accuracy and attention to detail.
  • Write suitability reports and annual review reports, providing clear and concise recommendations.
  • Provide technical support to our advisers, ensuring they have the necessary information to make informed decisions.
  • Assist our advisers with client management, ensuring seamless communication and exceptional client service.
  • Ensure high-worth investment transactions are carried out accurately and efficiently.

Requirements:

  • 2+ years of experience in paraplanning, preferably in the financial services industry.
  • Strong technical knowledge of pensions, investments, and IHT planning.
  • Excellent IT skills, including proficiency in Microsoft Office.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team.
  • CII exam results or Level 4 qualified in Financial Planning certificate.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading recruitment agency in the financial services industry.

How to Apply:

If you are a motivated and experienced Paraplanning Professional looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].