Senior Paraplanner

2 days ago

Surrey, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel 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 their office) and dealing with client directly. You will build a strong rapport with both the Financial Planners and clients you are assigned to, offering a truly first-class end to end service. Our client would offer flexible/hybrid working but most of the week you would be expected to be in the office 3-4 days.


Requirements

To be considered for this role you will have experience working as a Paraplanner or in a senior Sales Support function within a financial planning practice. You will be ideally Level 4 qualified, but this is not essential as long as you have the relevant experience. You will be used to dealing with HNW clients, mainly pre and/or at retirement. You will also demonstrate the right characteristics by being hard working and professional in nature.


Why join?

You will be joining a brilliant business with a fantastic culture and a highly collaborative working environment. This will be a great opportunity to work alongside Financial Planners and be truly client facing given you will liaise with clients directly. Our client is highly adaptable in their approach when hiring and prefer the focus to be on getting the right people into the business to mould the role around them. They also are supportive and help drive their employees’ careers forward by offering plenty of scope in the business. For the right person they would look to offer a highly attractive basic salary and company benefits.


What next?

If you would like to find out more about this great role and client please apply below

  • Senior Paraplanner

    24 hours ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Senior Paraplanner

    1 day ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Senior Paraplanner

    2 months ago

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

    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...

  • Senior Paraplanner

    2 weeks ago

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

    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...

  • Senior Paraplanner

    2 weeks ago

    Surrey, United Kingdom Cameron Kennedy Full time

    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...

  • Senior Paraplanner

    2 months ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Description 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...

  • Senior Paraplanner

    2 months ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA 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 our...

  • Senior Paraplanner

    2 months ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA 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 our...

  • Senior Paraplanner

    2 months ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA 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 our...

  • Senior Paraplanner

    2 months ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA 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 our...

  • Senior Paraplanner

    2 days ago

    Surrey, UK, South East England, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Pension Paraplanner

    2 months ago

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

    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...

  • Pension Paraplanner

    2 weeks ago

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

    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...

  • Senior Paraplanner

    2 months ago

    Surrey, UK, South East England, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA 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 our...

  • HNW Paraplanner Role

    4 hours ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Financial Planning Specialist

    5 hours ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Senior Paraplanning Expert

    4 hours ago

    Surrey, United Kingdom Cameron Kennedy Full time

    Key ResponsibilitiesAs a Senior Paraplanner, you will be responsible for conducting research on financial planning products and services, preparing client-centric documentation, and drafting technical documents for client presentations.Qualifications and SkillsExtensive experience in paraplanning, with a proven track record of delivering high-quality...

  • Senior Paraplanning Consultant

    2 hours ago

    Surrey, United Kingdom Cameron Kennedy Full time

    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...

  • Wealth Management Specialist

    2 hours ago

    Surrey, United Kingdom Cameron Kennedy Full time

    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...

  • Wealth Planning Support Specialist

    4 hours ago

    Surrey, United Kingdom Nigel James Associates Ltd Full time

    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,...