Welcome - James Associates

Welcome to James Associates

James Associates is a specialist recruitment consultancy, offering professional, unbiased and confidential staffing solutions for the financial services industry in London, the Home Counties and the South.

Our tailored service is achieved through in depth knowledge of the financial services sector and accumulated consultant experience.

We give honest advice to candidate and client alike, as the future success of both, continues to deliver and ensure ours.

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Research Consultant

Ref: 1157 Research Consultant London c. £35,000 Bonus Working for a leading financial services organisation, this role will involve carrying out all aspects of client research across the range of financial planning areas. The role is heavily client focused and will involve building research and undertaking project work together with ad hoc project and consultancy work. Candi

Paraplanner/Sales Support

Ref 1151 Paraplanner Essex c. £25-30,000 This very well established and successful IFA practice is well structured and well positioned for the future. They are seeking to hire two new members of staff at paraplanner and sales support level. The paraplanner will be well qualified and be able to produce quality written reports across the full spectrum of financial planning area

Sales Support

Ref: 1149 Sales Support Paraplanner North London £22-25,000 Negotiable An excellent opportunity has arisen with an IFA attached to an accountancy practice in the North London area. Working in a small team dealing with a portfolio of HNW clients the role is intrinsically sales support but offering the opportunity to gain more experience and involvement to progress to parapl

Paraplanner

Ref: 1147 Paraplanner Surrey to £35,000 + Bonus Bens Supporting the MD of this successful IFA / wealth management practice this role requires an individual with a broad technical knowledge and understanding, Certificate in Financial Planning and / or working towards Diploma qualifications and the ability to work on their own initiative within a busy team. Assisting in the ser

Financial Planner

Ref: 1144 Financial Planner Central London £30-£40,000 Bonus Bens Our client is seeking to recruit a financial planner to manage a portfolio of clients, providing suitable financial advice on a range of client needs. The principal responsibilities will include; managing a portfolio of clients, sourcing new clients, discussion of financial needs and priorities, contactin

Financial Planner

Ref: 1142 Financial Planner Bristol £30-£38,000 Bens Bonus Our client, the wealth management division of an asset management company, is seeking to recruit a financial planner to provide impartial advice and comprehensive financial planning services to their clients. The principal responsibilities of this role will include; providing financial advice and detailed financial recommen

Paraplanner

Ref: 1141 Paraplanner Hertfordshire to £35,000 + Bonus + Bens + Support Continued growth means that this successful wealth management practice is seeking to recruit a highly experienced paraplanner who can play an important part in the future of the business. You will be fully FPC/CF qualified and will have gained experience with a quality IFA practice and perhaps are now looking

Paraplanner

Ref: 1140 Paraplanner Hertfordshire £26,000 Bonus Bens This well established and successful IFA with a HNW client bank is seeking a paraplanner to strengthen their team. Responsibilities will include analysing client information, setting down recommendations using analytical and technical skills, development, design and implementation of processes and procedures, implementation of contr

Sales Support

Ref: 1139 Sales Support Administrator London to £26,000 + Benefits + Bonus This well established IFA/ wealth manager with a strong fee based advisory process is seeking a sales support administrator to provide first rate support to the advisers and paraplanners as well as offer excellent client service. Fundamentally the role involves the processing and m

Paraplanner

Ref: 1138 Paraplanner Essex £Negotiable This fee based wealth management practice, affiliated with an accountancy practice, has an excellent opportunity for an experienced sales support or paraplanner to take their next step. The successful candidate will have CFP / FPC qualification and be committed to further study as well has have relevant experience gained from within an IFA e

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