Financial Planning Specialist

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...

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...

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...

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,...

Job OverviewNigel James Associates Ltd is delighted to partner with a leading financial planning firm to recruit an experienced Financial Planning Expert for their Surrey office.This role involves driving new business networking with internal stakeholders and external professional introducers. The ideal candidate will be commercially driven, thrive within a...

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...

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,...

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 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...

Job SummaryWe are seeking an experienced Planning Policy Specialist to join our team in the Southeast region.The ideal candidate will have a range of planning policy experience, from evidence base production through to Local Plan examination.

Job SummarySammons Recruitment Group is currently seeking a Retirement Plan Client Specialist to join our team. This role involves working on an enviable portfolio of clients and ensuring a high level of quality service delivery.The role is based in our Surrey, Hertfordshire or West Midlands office, offering hybrid working with client visits as necessary.Key...

IDEX Consulting Ltd, a leading consultancy firm, are partnered with a bespoke Financial Planning business in Surrey seeking an experienced Compliance Director to join their team. This is an exciting opportunity to lead the compliance function and drive growth.The company is undergoing significant expansion, including international growth, new jurisdictions,...

Contract Type: Permanent - Full Time Base: Crawley, West Sussex (Our Gatwick office) with frequent travel to our Westferry, Canary Wharf office We are the UK's aviation and aerospace regulator and recognised as a world leader in its field. Our activities are diverse, enabling the aviation industry to meet the highest safety standards, and we pride...

We are recruiting for an Estate Planning Specialist to join our client's team in Surrey Hills. This role offers a unique blend of challenge and reward, with opportunities for career growth and development.Key Details:Estimated Salary: £60,000 - £80,000 per annum (based on industry standards)Location: Easy access from Kent, Surrey and central London due to...

Head of Financial Planning & Analysis At Healix, we provide healthcare and risk management assistance and solutions to clients worldwide. Our services are underpinned by our global network of 24/7/365 operations centres located in Esher, Singapore, and New Zealand. These centres are staffed by experienced doctors, nurses, and security professionals who work...

Head of Financial Planning & Analysis At Healix, we provide healthcare and risk management assistance and solutions to clients worldwide. Our services are underpinned by our global network of 24/7/365 operations centres located in Esher, Singapore, and New Zealand. As the Head of Financial Planning & Analysis, you will play a pivotal role in driving...

Director of FP&AWe are excited to be partnering with an industry leading private equity backed technology services organisation. They have a presence with a well defined market and have diversified their product range. The business has grown rapidly, as is seeing consistent growth both organically and acquisitively as they expand their market reach and head...

Director of FP&AWe are excited to be partnering with an industry leading private equity backed technology services organisation. They have a presence with a well defined market and have diversified their product range. The business has grown rapidly, as is seeing consistent growth both organically and acquisitively as they expand their market reach and head...

Data Centre Career OpportunityWe are looking for a highly motivated and experienced Site Planning Specialist to join our team in Gatwick. As a key member of our Data Centre team, you will be responsible for leading the development and maintenance of processes and templates for consistent planning approach, defining and agreeing applicable project planning...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...