Financial Planning Associate
4 weeks ago
Exciting Opportunity for a Paraplanner - Basic Salary £40k - £45k with Full Study Support
Our client, a distinguished financial advisory firm, is renowned for delivering exceptional guidance in areas such as Pensions, Investments, Retirement Planning, Tax Strategies, Inheritance Tax, Trusts, Mortgages, and various Protection products to clients throughout the UK. With a dedicated team of approximately 12 professionals, including 6 experienced Advisers, they cater to a diverse clientele ranging from retirees to city professionals and business owners, managing assets from £200k to several million.
The Managing Director is introducing a new position for a Paraplanner who is either diploma qualified or nearing completion. In this role, you will collaborate closely with the Advisers and report to a Paraplanning Lead. You will have the opportunity to participate in client meetings and engage with complex cases involving high-net-worth individuals.
This firm is committed to fostering career growth, offering a clear pathway for those aspiring to become Financial Planners. With a strong reputation built on referrals and recommendations, there is a genuine opportunity for promising candidates to transition into advisory roles. The position comes with a secure and rewarding compensation package, including 25 days of holiday, dental benefits, hybrid working options, and pension contributions. The basic salary offered ranges from £40k to £45k, depending on experience, with the initial requirement to work from the office before transitioning to a hybrid model.
If you are interested in this opportunity or other positions we are currently handling, please reach out for further information.
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Paraplanner - Financial Planning Specialist
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing technical expertise and assistance in informing and advising on...
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Paraplanner - Financial Planning Specialist
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in providing technical support to our Advisors and Directors in informing and advising on financial planning factors.Key...
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Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob OverviewPosition: Financial Planning AssociateSalary: £35,000-£45,000 DOENJR Recruitment is collaborating with a reputable financial advisory firm that is seeking a dedicated Financial Planning Associate to enhance their team. This organization is focused on delivering outstanding financial guidance and services, ensuring that their clients attain...
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Financial Planning Associate
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Financial Planning Associate
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeSalary: £35,000 - £45,000 Location: Midlands We are seeking a highly skilled and experienced Paraplanner to join our boutique Financial Planning firm based in the Midlands. The successful candidate will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and...
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Paraplanning Professional
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeSalary: £35,000 - £45,000 Location: Midlands We are seeking a highly skilled and experienced Paraplanner to join our boutique Financial Planning firm based in the Midlands. The successful candidate will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and...
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Wealth Management Professional
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsWe are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.You will be responsible for generating review letters, submitting new business, and preparing documentation,...
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Wealth Management Coordinator
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Wealth Management Administrator Salary: £23,000 - £27,000 Location: West Midlands We are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking team at Capio Recruitment Financial Planning within the financial services sector. You will be responsible for generating review letters, submitting new business,...
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