Current jobs related to Financial Services Paraplanner - Wolverhampton, Wolverhampton - Astral Recruitment

  • Paraplanner - Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...

  • Paraplanner - Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...

  • Paraplanner Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Ellis James Partners Limited Full time

    Paraplanner Opportunity at Ellis James Partners LimitedWe are seeking a skilled Paraplanner to join our team at Ellis James Partners Limited. As a Paraplanner, you will play a crucial role in supporting our Advisors in researching financial products and preparing suitability reports.Key Responsibilities:Support Advisors in researching financial products and...

  • Paraplanner Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Ellis James Partners Limited Full time

    Paraplanner Opportunity at Ellis James Partners LimitedWe are seeking a skilled Paraplanner to join our team at Ellis James Partners Limited. As a Paraplanner, you will play a crucial role in supporting our Advisors in researching financial products and preparing suitability reports.Key Responsibilities:Support Advisors in researching financial products and...

  • 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...

  • Experienced Paraplanner for Financial Planning Team

    2 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Rico Property Finance Ltd (TA D&R Recruitment) Full time £40,000 - £50,000

    Job Title: Experienced Paraplanner for Financial Planning TeamWe are seeking an experienced Paraplanner to join our Financial Planning team at Rico Property Finance Ltd (T/A D&R Recruitment).Key Responsibilities:* Collaborate with our Financial Planner to discuss client objectives and assist in gathering necessary information to compile comprehensive...

  • 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...

  • 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...

  • 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...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom D&R Recruitment Limited Full time

    Paraplanner - Hybrid WFHWe are seeking an experienced Paraplanner to join our team at D&R Recruitment Limited. As a key member of our financial planning team, you will work closely with our Financial Planner to provide high-quality service and support to our clients.This is a HYBRID role, offering the perfect blend of flexibility and collaboration. You will...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom D&R Recruitment Limited Full time

    Paraplanner - Hybrid WFHWe are seeking an experienced Paraplanner to join our team at D&R Recruitment Limited. As a key member of our financial planning team, you will work closely with our Financial Planner to provide high-quality service and support to our clients.This is a HYBRID role, offering the perfect blend of flexibility and collaboration. You will...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Reed Full time

    {"title": "Paraplanner", "description": "Job SummaryReed Financial Services is seeking a skilled Paraplanner to collaborate with our Financial Planner and provide high-quality service and support to our clients.Key ResponsibilitiesCollaborate with the Financial Planner to discuss client objectives and assist in gathering necessary information to compile...

  • Financial Planning Assistant

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Reed Full time

    {"title": "Paraplanner", "description": "Job SummaryReed Financial Services is seeking a skilled Paraplanner to collaborate with our Financial Planner and provide high-quality service and support to our clients.Key ResponsibilitiesCollaborate with the Financial Planner to discuss client objectives and assist in gathering necessary information to compile...

  • 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 Specialist

    1 week ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job OverviewThis employed Financial Adviser role provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new...

  • 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 Services Paraplanner

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

Company Overview

Astral Recruitment is a leading recruitment agency specializing in Financial Services placements.

Job Summary

We are seeking an experienced Paraplanner to join our client's team in Wolverhampton. The ideal candidate will have a Level 4 Diploma qualification and expertise in Investment and Pensions.

Key Responsibilities

  • Assist in the preparation of reports and presentations for clients and stakeholders.
  • Provide administrative support to the Financial Services team.
  • Contribute to the development of business strategies and initiatives.

Requirements

  • Level 4 Diploma qualification in a relevant field.
  • Proven experience in Investment and Pensions.
  • Excellent communication and administrative skills.

What We Offer

A competitive salary of up to £40,000, plus benefits and a company bonus scheme.