Current jobs related to Supporting Financial Advisors - Wolverhampton, Wolverhampton - Recruitment22

  • Financial Planning Specialist

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...

  • Financial Planning Specialist

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...

  • Financial Planning Support Specialist

    1 week ago

    Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time

    We are seeking a skilled Financial Planning Support Specialist to provide technical assistance to our advisory team. The ideal candidate will have experience in financial planning, research, and analysis, as well as strong communication and organizational skills.Key Responsibilities:Provide high-quality support to the advisor team, responding to queries in a...

  • Financial Planning Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial AdvisorThis is an exciting opportunity to join a successful and independent financial advice group as a Financial Advisor. The company has grown significantly since its inception in 2011, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives.Job Summary:We are seeking a...

  • Financial Planning Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial AdvisorThis is an exciting opportunity to join a successful and independent financial advice group as a Financial Advisor. The company has grown significantly since its inception in 2011, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives.Job Summary:We are seeking a...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £35,000 - £45,000

    Paraplanner (Pensions Management)We are working with a boutique Financial Planning firm based in the West Midlands region.Job Summary:The successful candidate will provide technical support to the Advisors and Directors in informing and advising on financial planning factors, as well as utilising suitable plans and products.Key Responsibilities:Organising...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £35,000 - £45,000

    Paraplanner (Pensions Management)We are working with a boutique Financial Planning firm based in the West Midlands region.Job Summary:The successful candidate will provide technical support to the Advisors and Directors in informing and advising on financial planning factors, as well as utilising suitable plans and products.Key Responsibilities:Organising...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: Premier Jobs UK Limited is seeking a skilled Financial Advisor to join our team.About the Role:We are looking for a highly motivated and experienced Financial Advisor to take over the ongoing financial planning servicing for our clients. As a Financial Advisor, you will be responsible for providing excellent service to maintain relationships...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: Premier Jobs UK Limited is seeking a skilled Financial Advisor to join our team.About the Role:We are looking for a highly motivated and experienced Financial Advisor to take over the ongoing financial planning servicing for our clients. As a Financial Advisor, you will be responsible for providing excellent service to maintain relationships...

  • Financial Planning Assistant

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a key member of the Financial Planning department, you will provide technical support to Advisors and Directors, ensuring the delivery of high-quality financial planning solutions.Key Responsibilities:Provide technical...

  • Financial Planning Assistant

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a key member of the Financial Planning department, you will provide technical support to Advisors and Directors, ensuring the delivery of high-quality financial planning solutions.Key Responsibilities:Provide technical...

  • Service Advisor Trainee

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Pendragon Full time

    Porsche Service Advisor ApprenticeAre you passionate about the automotive industry and eager to develop your skills in customer service? We are seeking a motivated and enthusiastic individual to join our team as a Porsche Service Advisor Apprentice.Key Responsibilities:Gain valuable knowledge and skills in customer service, sales, and aftersales areasDevelop...

  • Service Advisor Trainee

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Pendragon Full time

    Porsche Service Advisor ApprenticeAre you passionate about the automotive industry and eager to develop your skills in customer service? We are seeking a motivated and enthusiastic individual to join our team as a Porsche Service Advisor Apprentice.Key Responsibilities:Gain valuable knowledge and skills in customer service, sales, and aftersales areasDevelop...

  • Service Advisor

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Jardine Motors Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Advisor. As a Service Advisor, you will play a critical role in delivering exceptional customer experiences and ensuring that our customers receive a premium level of service.Key ResponsibilitiesBuild and maintain strong relationships with customers...

  • Service Advisor

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Jardine Motors Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Advisor. As a Service Advisor, you will play a critical role in delivering exceptional customer experiences and ensuring that our customers receive a premium level of service.Key ResponsibilitiesBuild and maintain strong relationships with customers...

  • Service Advisor

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Jardine Motors Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Advisor. As a Service Advisor, you will play a critical role in delivering exceptional customer experiences and ensuring that our customers receive a premium level of service.Key ResponsibilitiesBuild and nurture relationships with customers to...

  • Service Advisor

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Jardine Motors Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Service Advisor. As a Service Advisor, you will play a critical role in delivering exceptional customer experiences and ensuring that our customers receive a premium level of service.Key ResponsibilitiesBuild and nurture relationships with customers to...

  • Financial Planning Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunitySalary: £35,000 - £45,000We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.The opportunity entails providing technical support to the Advisors and...

  • Financial Planning Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunitySalary: £35,000 - £45,000We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.The opportunity entails providing technical support to the Advisors and...

  • Financial Planning Assistant

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Paraplanner OpportunityWe are working with a boutique Financial Planning firm based in the Midlands, seeking a Diploma Qualified Paraplanner to join their close-knit team due to recent business growth.The role entails providing technical support to Advisors and Directors, informing and advising on financial planning factors, and utilising suitable plans and...

Supporting Financial Advisors

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time
Job Opportunity

**Paraplanner Vacancy**

A reputable financial services company, Recruitment22, is seeking a skilled Paraplanner to join their team. This is an excellent opportunity for a motivated individual to provide technical support and guidance to financial advisors and support staff.

**Key Responsibilities:**

  • Provide technical support and guidance to financial advisors and support staff
  • Analyze client portfolios and assist with fund research
  • Write suitability reports and assist with other administrative tasks

**Requirements:**

  • Previous experience as a Paraplanner in a financial services company
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

**Benefits and Perks:**

  • Competitive salary range of £37,000-£45,000
  • Hybrid working arrangement with 3 days in the office and 2 days working from home
  • Opportunities for professional development and training
  • Yearly bonus linked to company profit
  • 25 days holiday plus bank holidays
  • Pension and private health care

**About the Company:**

Recruitment22 is a well-established financial services company that values its employees and provides opportunities for growth and development.