Current jobs related to Financial Planning Specialist - Guildford, Surrey - JJ SEARCH LIMITED

  • Senior Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...

  • Senior Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...

  • Financial Planning Specialist

    1 week ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a boutique wealth management firm based in Guildford, providing expert financial advice to a range of private and corporate clients.Key Responsibilities:Conducting regular strategy meetings with our Financial...

  • Financial Planning and Analysis Specialist

    1 month ago

    Guildford, Surrey, United Kingdom Wargaming Full time

    Financial Planning and Analysis SpecialistWargaming is seeking a highly motivated and experienced Financial Planning and Analysis Specialist to join our Financial Planning and Analysis function. This role is responsible for overseeing the financial planning, budgeting, forecasting, and analysis activities across a number of functions/products, ensuring...

  • Financial Planning and Analysis Specialist

    1 month ago

    Guildford, Surrey, United Kingdom Wargaming Full time

    Financial Planning and Analysis SpecialistWargaming is seeking a highly motivated and experienced Financial Planning and Analysis Specialist to join our Financial Planning and Analysis function. This role is responsible for overseeing the financial planning, budgeting, forecasting, and analysis activities across a number of functions/products, ensuring...

  • Senior Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...

  • Senior Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planning Expertise for High-Net-Worth ClientsWe are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial...

  • Financial Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the flexibility to work from home and in the office.Our company is a boutique wealth management firm, providing expert financial advice to private and corporate clients. We are looking for a...

  • Financial Planning Specialist

    6 days ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Financial Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Financial Planning Specialist

    2 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Financial Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner Job DescriptionWe are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.About the CompanyOur client is a boutique wealth management firm based in Guildford, providing expert financial advice to private and...

  • Expert Financial Planning Specialist

    2 days ago

    Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Financial Planning specialist.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.Role DescriptionThe role involves...

  • Senior Financial Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Senior Financial ParaplannerWe are seeking a highly skilled and experienced Senior Financial Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will play a key role in providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Senior Financial Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Senior Financial ParaplannerWe are seeking a highly skilled and experienced Senior Financial Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will play a key role in providing expert financial planning advice to our high-net-worth clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Senior Financial Planning Specialist

    1 week ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time £40,000 - £50,000

    Senior Paraplanner Job DescriptionCameron 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 Responsibilities:Conduct thorough and accurate research on financial planning products and services.Perform complex calculations...

  • Senior Financial Planning Specialist

    1 week ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: GuildfordSalary: £40 – 50k + Bonus + BensCameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation.Role OverviewWe are seeking an...

  • Senior Financial Planning Specialist

    1 week ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time

    Role OverviewCameron 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, including pensions, life insurance, tax planning, and investment management.Key ResponsibilitiesConduct thorough and accurate research on financial...

Financial Planning Specialist

1 month ago

Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time
Exciting Opportunity at a Leading Wealth Management Firm

We are seeking a highly motivated and experienced individual to join our team at JJ SEARCH LIMITED as a Financial Planning Paraplanner. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and be working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status.


Key Responsibilities:
  • Provide expert advice on complex financial planning areas, including investments, pensions, and protection.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with financial planners to deliver high-quality financial planning solutions.
  • Stay up-to-date with industry developments and best practices in financial planning.

Requirements:
  • Level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Working towards Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status (preferred)
  • Proficiency in Financial Planning practices, including investments, pensions, and protection
  • Experience with MC Office/Outlook, Word, Excel, and PowerPoint
  • Familiarity with XPlan & Cashflow planning software (desirable)

As a Financial Planning Paraplanner at JJ SEARCH LIMITED, you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients. If you are a motivated and experienced individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.