Current jobs related to Financial Planning Assistant - Nottingham, Nottingham - NJR Recruitment


  • Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full time

    Job Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...


  • Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full time

    Job Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...

  • Financial Planner

    1 month ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...

  • Financial Planner

    1 month ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...


  • Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...


  • Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...


  • Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.Key ResponsibilitiesAssist Financial Planners in advising clients on investment, pension, and life...


  • Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.Key ResponsibilitiesAssist Financial Planners in advising clients on investment, pension, and life...


  • Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.Key ResponsibilitiesAssist Financial Planners in advising clients on investment, pension, and life...


  • Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.Key ResponsibilitiesAssist Financial Planners in advising clients on investment, pension, and life...


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven financial services firm. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling quality financial planning reports, conducting research on financial strategies, plans, and products, and...


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven financial services firm. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling quality financial planning reports, conducting research on financial strategies, plans, and products, and...


  • Nottingham, Nottingham, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Nottingham, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis...


  • Nottingham, Nottingham, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Nottingham, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis...


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven financial services firm. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling quality financial planning reports, conducting research on financial strategies, plans, and products, and...

Financial Planning Assistant

2 months ago


Nottingham, Nottingham, United Kingdom NJR Recruitment Full time
Job Description

Financial Planning Assistant

Competitive Salary: Up to £38,000

Location: Nottingham

NJR Recruitment is proud to partner with a well-established Wealth Management practice that has been helping clients grow, protect, and pass on their wealth for over two decades. This practice prides itself on being open, approachable, and down to earth, providing a friendly face in a complex industry.

Key Responsibilities:

  • Assist in the preparation of financial plans and investment strategies for clients.
  • Provide administrative support to the wealth management team.
  • Conduct research and analysis to stay up-to-date on industry trends and developments.
  • Collaborate with the team to deliver exceptional client service and support.

About the Company:

This Wealth Management practice is a leading provider of financial services, with a strong reputation for delivering high-quality advice and guidance to clients. They are committed to helping clients achieve their financial goals and aspirations.

What We Offer:

NJR Recruitment is committed to providing a supportive and inclusive work environment, with opportunities for professional growth and development. We offer a competitive salary and benefits package, as well as a chance to work with a dynamic and experienced team.

Zip Code: ZIPC1_UKTJ