HNW Financial Advisor

Nigel James Associates Ltd is seeking an experienced HNW Paraplanner to join our team. As a key member of our Wealth Planning department, you will be responsible for assisting our Financial Planners with client support, including product research, suitability reports, and client meetings.Our ideal candidate will have experience working as a Paraplanner or in...

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...

Financial Services Advisor OpportunitySurrey, UKRandstad Sourceright, a leading provider of RPO & MSP Recruitment Services, is seeking Financial Services Advisors to join a prominent financial services organisation dedicated to helping clients achieve their financial goals. Our company is committed to delivering exceptional customer experiences and creating...

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...

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...

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...

This home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with the option for...

This home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with the option for...

Join a successful independent firm of Chartered Accountants and Tax Advisors in Leatherhead as a Tax Manager. The role offers vast scope for career development with a great package including hybrid working . The firm’s Tax team looks after both Private and Corporate clients including a number of High Net Worth (HNW) private clients. The Tax...

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...

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...

Join a successful independent firm of Chartered Accountants and Tax Advisors in Leatherhead as a Tax Manager. The role offers vast scope for career development with a great package including hybrid working . The firm’s Tax team looks after both Private and Corporate clients including a number of High Net Worth (HNW) private clients. The Tax...

Join Our TeamNigel James Associates Ltd seeks a skilled Financial Planner to join their Surrey office and drive business growth.This exciting opportunity involves working with a leading financial planning firm to deliver exceptional results.About the Role:Drive new business networking with internal stakeholders and external professional introducers.Deliver...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

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,...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

Job DescriptionThis home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with...