Financial Planner

2 days ago

Nottingham, Nottingham, United Kingdom Express Recruitment Full time
About the Role

Express Recruitment is delighted to be supporting our award-winning Wealth Management Firm in their search for a Financial Advisor in a permanent capacity to join their growing team.

The business is currently handling up to £600 million in assets with the desire to reach the £1 billion by next financial year.

This is an excellent opportunity for someone who is looking to develop their career within Financial Advice, offering a fantastic salary of up to c£35,000 when you are up and running with the position and the ability to get out what you put into the role with quarterly bonuses, a private health insurance scheme and the opportunity to use the state-of-the-art office facilities and use home offices in hybrid working capacities.

Key Responsibilities
  • Learn on the job and undertake comprehensive training in order to be able to undertake a workload from incumbents
  • Provide comprehensive financial planning and investment advice to clients based on their individual financial goals, risk tolerance, and financial situation
  • Stay up-to-date with financial market trends, regulations, and products to provide informed recommendations to clients
  • Customise financial plans according to clients' changing needs
  • Follow the company's operating policies and procedures, so that client servicing is conducted consistently and efficiently and operational risks are appropriately managed
  • Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers
Requirements
  • No previous experience within Financial Advice prior needed, but highly desirable
  • Ability to analyse, understand and disseminate complex financial data and research
About Us

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations.

Hours: Full Time, Monday–Friday

Bonuses

Nottingham, Nottinghamshire + Hybrid/Remote

Job Type: Permanent

  • Chartered Financial Planner

    2 months ago

    Nottingham, Nottingham, United Kingdom CF30 Consulting Full time

    Chartered Financial Planner PositionOur client, a prominent Chartered Financial Planning firm in the UK, is currently seeking an experienced Chartered Financial Planner to join their highly regarded team.Minimum five years of experience advising and planning for clientsChartered status with strong technical knowledgeExperience in holistic, goals-led...

  • Senior Financial Planner

    7 days ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Job Title: Financial Senior AssociateAbout IDEX Consulting: A leading industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team.Job Summary: This Financial Planner opportunity will offer exposure to high net worth and ultra high net worth clients with complex financial needs that require an exceptional...

  • Senior Financial Planner

    4 days ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Job Opportunity at IDEX ConsultingWe are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will play a significant role in growing our client group by building a network of professionals and providing exceptional service to our clients.Key Responsibilities:Provide financial planning services...

  • Senior Financial Planner

    4 days ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Job Opportunity at IDEX ConsultingWe are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will play a significant role in growing our client group by building a network of professionals and providing exceptional service to our clients.Key Responsibilities:Provide financial planning services...

  • Comprehensive Financial Adviser Training Program

    4 weeks ago

    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...

  • Comprehensive Financial Adviser Training Program

    4 weeks ago

    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...

  • Experienced Financial Planner with Industry Accreditation

    6 days ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    **About the Role**IDEX Consulting, a leading industry accredited Financial Planning business, is seeking a highly skilled Senior Financial Planner to join their growing team in the UK.This Financial Planner opportunity will offer exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients with complex financial needs that require an exceptional...

  • Experienced Financial Planner with Industry Accreditation

    1 week ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    **About the Role**IDEX Consulting, a leading industry accredited Financial Planning business, is seeking a highly skilled Senior Financial Planner to join their growing team in the UK.This Financial Planner opportunity will offer exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients with complex financial needs that require an exceptional...

  • Financial Planning Assistant

    2 weeks ago

    Nottingham, Nottingham, United Kingdom Recruit UK Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesCollaborate with financial planners to create comprehensive financial plans for clientsDevelop and maintain accurate cashflow...

  • Financial Planning Assistant

    1 week ago

    Nottingham, Nottingham, United Kingdom Clayton Davies Ltd Full time

    Job Summary:We are seeking a highly organized and detail-oriented Paraplanner to join our team at Clayton Davies Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners and ensuring the delivery of exceptional client service.Key Responsibilities:Provide ongoing paraplanning support to our financial planners, including the...

  • Financial Planning Specialist

    13 hours ago

    Nottingham, Nottingham, United Kingdom Bond Rec Full time

    Our client, Bond Rec, is a highly regarded firm of Chartered Financial Planners based in Nottingham. Due to continued growth, they are seeking an experienced Paraplanner to join their busy team. The ideal candidate will be comfortable with financial planning issues related to higher levels of wealth, including tax allowances, inheritance tax, and business...

  • Financial Planning Specialist

    10 hours ago

    Nottingham, Nottingham, United Kingdom Bond Rec Full time

    Our client, Bond Rec, is a highly regarded firm of Chartered Financial Planners based in Nottingham. Due to continued growth, they are seeking an experienced Paraplanner to join their busy team. The ideal candidate will be comfortable with financial planning issues related to higher levels of wealth, including tax allowances, inheritance tax, and business...

  • Financial Operations Coordinator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Fabric Recruitment Full time

    Job OverviewPosition: Finance AdministratorLocation: West BridgfordSalary: up to £28,000 DOEWe are looking for a detail-oriented and committed Finance Administrator to become a key part of our client's vibrant organization. In this essential position, you will play a crucial role in assisting financial planners and paraplanners by overseeing a variety of...

  • Financial Operations Coordinator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Fabric Recruitment Full time

    Job OverviewPosition: Finance AdministratorLocation: West BridgfordSalary: up to £28,000 DOEWe are looking for a detail-oriented and committed Finance Administrator to enhance the efficiency of our client's financial operations. This essential position involves providing comprehensive administrative support to financial planners and paraplanners, ensuring...

  • Financial Planning Assistant

    18 hours ago

    Nottingham, Nottingham, United Kingdom Recruit UK Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesCollaborate with financial planners to create comprehensive financial plans and suitability reports.Develop and maintain accurate...

  • Financial Planning Assistant

    15 hours ago

    Nottingham, Nottingham, United Kingdom Recruit UK Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesCollaborate with financial planners to create comprehensive financial plans and suitability reports.Develop and maintain accurate...

  • Financial Operations Coordinator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Fabric Recruitment Full time

    Job OverviewPosition: Finance AdministratorLocation: West BridgfordSalary: up to £28,000 DOEWe are looking for a detail-oriented and committed Financial Administration Specialist to become a key member of our client's vibrant team. In this essential position, you will play a crucial role in assisting financial planners and paraplanners by overseeing a...

  • Financial Operations Coordinator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Fabric Recruitment Full time

    Job OverviewPosition: Finance AdministratorLocation: West BridgfordSalary: up to £28,000 DOEWe are looking for a detail-oriented and committed Financial Administration Specialist to enhance the operational efficiency of our client's financial team. In this crucial position, you will play a key role in assisting financial planners and paraplanners by...

  • Financial Operations Coordinator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Fabric Recruitment Full time

    Job OverviewPosition: Finance AdministratorLocation: West BridgfordSalary: up to £28,000 DOEWe are looking for a detail-oriented and committed Financial Administrative Specialist to become a key player in our client's thriving organization. In this essential position, you will play a crucial role in assisting financial planners and paraplanners by...

  • Senior Financial Planning Professional

    1 week ago

    Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    **About the Role**IDEX Consulting, a leading industry accredited Financial Planning business, is seeking a highly skilled Senior Financial Planner to join their growing team in the UK.This Financial Planner opportunity will offer exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients with complex financial needs that require an exceptional...