Current jobs related to Financial Planning Paraplanner - Wolverhampton, Wolverhampton - Financial Divisions
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeParaplanner 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...
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeParaplanner 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...
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Financial Planning Assistant
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Wolverhampton, Wolverhampton, United Kingdom Ellis James Partners Limited Full timeParaplanner 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...
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Financial Planning Assistant
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Wolverhampton, Wolverhampton, United Kingdom D&R Recruitment Limited Full timeParaplanner - 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...
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Financial Planning Specialist
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeFinancial 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...
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Financial Planning Specialist
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeFinancial 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...
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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...
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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...
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Financial Planning Assistant
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £35,000 - £45,000Paraplanner (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...
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Financial Planning Assistant
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £35,000 - £45,000Paraplanner (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...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob 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 Paraplanner
3 months ago
Paraplanner Role with Pathway to Advisory Position
Our client, a distinguished financial consultancy, is renowned for delivering exceptional guidance in areas such as Pensions, Investments, Retirement Strategies, Tax Optimization, Inheritance Tax, Trusts, Mortgages, and various Protection products to clients throughout the UK. With a dedicated team of approximately 12 professionals, including 6 Advisors, they cater to a diverse clientele, ranging from retirees to city professionals and SME owners, managing assets from £200k to several million.
The Managing Director is introducing a new Paraplanner position within the firm, aimed at candidates who are diploma qualified or nearing completion. In this role, you will collaborate closely with the advisory team and report to a Paraplanning Lead. You will have the opportunity to participate in client meetings and engage with complex cases involving clients with significant investment portfolios.
This organization is committed to fostering career development, offering a clear pathway for those aspiring to become Financial Planners. As the firm continues to grow through referrals and recommendations, there is a genuine opportunity for promising candidates to transition into advisory roles.
In addition to a secure and fulfilling position, the company provides an attractive benefits package, including 25 days of annual leave, dental coverage, hybrid working options, and pension contributions. The competitive salary for this role ranges from £40k to £45k, commensurate with experience. Initially, the position will require office attendance, with the possibility of remote work two days a week once you are established.
For further information about this opportunity or other roles available, please reach out to Financial Divisions.
