Financial Planner

**About our client** An ambitious and expanding privately owned lifestyle focused financial planning business requires a Financial Planner to drive strategic growth and the delivery of quality financial planning advice. My client is a trusted advice firm offering independent, impartial and holistic advice across financial planning, tax planning and...

**Job Title: Chartered Financial Planner** **Location: Staffordshire** **Salary: £80,000 + Bonus** **The Company**: This is a growing financial planning practice which specialise in offering tailored Financial Advice to both private individuals and corporate clients. They have achieved Chartered status and pride themselves on offering a bespoke serviced...

We are seeking an experienced Financial Planner to take over a book of £70m from a retiring IFA based in Staffordshire. You will be remunerated with a salary of circa £80,000 plus bonus, equity and benefits. There will have a full handover period of 12 months. Please contact Ricardo Manouchehri for more details. Visit the IDEX Consulting Ltd website for...

Job Summary:Recruit UK | Certified B Corp` is seeking a highly skilled Financial Planning Support Director to lead our financial planning support team. As a key member of our team, you will be responsible for providing technical paraplanning support and assisting with client engagement.Key Responsibilities:LEAD A TEAM OF FINANCIAL ADVISERS AND CHARTERED...

Job OverviewWe are seeking a skilled Financial Planning Manager to join our team in Staffordshire.This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure...

Technical Paraplanning Support RoleA leading wealth management firm based in Lichfield seeks an experienced Paraplanner Manager to support their team in Staffordshire. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, and exposure to managing clients of all varieties within wealth planning. Ability to coach and...

Technical Paraplanning Manager RoleWe are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.The...

Job OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...

Job DescriptionAs a Technical Planning Support Manager, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners, assisting with client engagement, conducting data analysis and research, providing technical paraplanning support, and managing the financial planning support team.You will play a key role in...

About the RoleWe are seeking a highly skilled and experienced Technical Planning Support Manager to join our prestigious client's team in Staffordshire.This is a pivotal role where you will be bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.The ideal candidate will have...

Technical Paraplanning SpecialistWe are recruiting an experienced Technical Paraplanning Specialist to join our team at Recruit UK | Certified B Corp™. In this role, you will be responsible for providing technical paraplanning support to our financial planners, including data analysis and research.Key Responsibilities:Conduct detailed data analysis and...

Job Title: Paraplanning Manager SpecialistThis role is pivotal in bridging the gap between senior financial advisers and technical planning support.We are seeking an experienced Paraplanning Manager Specialist to join our team at Recruit UK | Certified B Corp™. As a key member of our organization, you will be responsible for supporting a team of Financial...

About the RoleIn this Senior Paraplanning Advisor position, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners.You will assist with client engagement, conduct data analysis and research, and provide technical paraplanning support.The salary for this role is up to £65,000 (negotiable dependent on skill-set...

Paraplanner (Fully Remote) Full time Hours working over 4 days, Salary up to £35,000 Staffordshire based NJR Recruitment is currently working on a fantastic opportunity for experienced Paraplanner to join a highly reputable Firm of Independent Financial Planners who are based within the East Midlands area. They are a small and highly successful team,...

Job Title: Senior Paraplanning LeadThis pivotal role bridges the gap between senior advisers and technical planning support team, playing a crucial part in driving business growth and client satisfaction.Compensation:A competitive salary of up to £65,000 (dependent on skill-set and qualifications)About the Role:SUPPORT A TEAM OF FINANCIAL ADVISERS AND...

Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...

Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...

Paraplanning Team Lead OpportunityA highly respected client in Staffordshire is seeking an experienced Paraplanner Manager to lead their financial planning support team. The ideal candidate will have previous experience in team management, preferably for 5+ years, and exposure to implementing new processes to enhance efficiency and productivity. Ability to...

Salary and BenefitsWe are offering a highly competitive salary of up to £65,000 (dependent on skill-set and qualifications) for this exciting opportunity.As a Technical Planning Support Manager, you can expect a range of benefits, including a pension scheme, flexible working options, 25 days holiday plus bank holidays, and a fantastic work culture.The...

About the JobA leading wealth management firm based in Lichfield is seeking an experienced Paraplanning Manager to join their team in Staffordshire.The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to motivate a team.The role involves:Managing a team of ParaplannersProviding technical...