Professional Wealth Manager

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...

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...

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,...

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...

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...

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...

Private Wealth Disputes - Senior Associate or Managing Associate Motus Legal Recruitment are exclusively retained on this assignment Impressive growth and development means our client (a highly-regarded law firm which successfully combines private client and commercial services) has a new and exciting ready-made role for an ambitious private wealth...

Private Wealth Disputes - Senior Associate or Managing Associate Motus Legal Recruitment are exclusively retained on this assignment Impressive growth and development means our client (a highly-regarded law firm which successfully combines private client and commercial services) has a new and exciting ready-made role for an ambitious private wealth...

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...

Due to further expansion, an established material handling business have a newly created opportunity for a Service Engineer to join the team in the Woking area. You will be working with a friendly team and working on some interesting equipment. In return they offer a very attractive salary package with company benefits which includes overtime, fully...

This leading Private Banking organisation is currently seeking a Head of Paraplanning who will work very You will possess Financial Services experience and be experienced managing a Sales Support or Paraplanning team. The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either...

Job Title: Account Manager ProfessionalAbout the Role:This is an exciting opportunity for a highly motivated and experienced Account Manager to join Havas Health Network. As an Account Manager, you will play a key role in delivering high-quality medical communications that drive positive change in clinical practice.About You:We are focused on delivering...

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...

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...

About the RoleJoin us as a Dynamics 365 F&O Talent Acquisition Specialist at Catch Resource Management, where you will play a critical role in identifying, engaging, and placing D365 professionals into roles across various industries.The ideal candidate will have a strong understanding of the D365 F&O ecosystem, excellent communication and interpersonal...

Bespoke Risk Management ProfessionalWe are seeking a highly motivated and self-driven Bespoke Risk Management Professional to join our team at Tate. In this role, you will be responsible for identifying sales opportunities, building strong relationships with existing and prospective customers, and delivering tailored insurance solutions to meet their...

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...

Mortgage Administration Manager Godalming Up to £35,000 + Bonuses Job Description for the Mortgage Administration Manager:My client is a successful, Directly Authorised, Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The company are keen to hire a Mortgage Administration...