Senior Financial Planning Coordinator

2 days ago


Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

About the Role

We are seeking a highly skilled Senior Financial Planning Coordinator to join our team at NJR Recruitment. This is an exciting opportunity for you to work closely with financial advisors and directors, providing technical support and expertise in financial planning.

Key Responsibilities

  • Financial Planning: Inform and advise on key financial planning factors, helping clients achieve their goals and objectives.
  • Plan Utilization: Use suitable plans and products to deliver exceptional results for our clients.
  • Reporting and Illustration: Organize reports and illustrations in a timely manner, ensuring accurate and reliable information.

Benefits of Working with Us

This role offers a unique chance to work with an established firm of financial planners, providing a supportive and collaborative environment. Our team is dedicated to delivering exceptional service, and we are committed to helping our clients achieve their goals.

Salary Details

The estimated annual salary for this position is £45,000 - £55,000 depending on experience, location, and qualifications.

Requirements and Qualifications

To be successful in this role, you will need excellent communication and problem-solving skills, as well as a strong understanding of financial planning principles and practices. You should have experience working in a similar role, preferably in the financial services industry.



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

    Job OverviewThis exciting opportunity as a Senior Financial Planning Consultant in Wolverhampton, Bridgnorth and Birmingham presents the chance to inherit an existing client base and take on ongoing financial planning responsibilities.The ideal candidate will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly...


  • Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at GSF Car Parts. As a key member of our Finance department, you will play a pivotal role in supporting the development of our financial strategy and ensuring the long-term success of our business.Key Responsibilities:Provide financial support for strategic plans,...


  • Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About UsGSF Car Parts is a leading UK automotive parts distributor, supplying thousands of independent garages with parts, tools, and specialist training. We have over branches nationwide and a turnover exceeding £100 million.We are seeking a seasoned Financial Planning Director to join our executive team. As a key member of the leadership team, you will...


  • Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Group Full time

    Job OverviewThe Gleeson Recruitment Group is seeking a highly skilled Financial Planning and Analysis Leader to join their team. This exciting opportunity will allow the successful candidate to take ownership of all group-level financial planning, analysis, and reporting activities.As a key member of the finance team, you will report directly to the CFO and...


  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    Job Title: Financial Planning ExpertWe are seeking a highly motivated and experienced professional to join our team as a Financial Planning Expert. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.This is an exciting opportunity for someone who wants to make a real...


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

    Job SummaryAre you a skilled Financial Adviser looking to take your career to the next level? We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a fantastic opportunity to work with a fully independent firm, providing excellent service and new business opportunities.As a Financial Planning Specialist, you...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to provide technical support to our team of financial Advisors and Directors. This role offers an exciting opportunity to work with an established firm of Financial Planners.Key Responsibilities:Provide expert advice on financial planning factors to clients.Utilize suitable plans and...


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

    Company OverviewPremier Jobs UK Limited is a leading independent financial advice group, having grown significantly since its inception in 2011 through strategic acquisitions and organic growth. With an experienced senior team, the company is well-positioned to continue its development.


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

    Job Title: Financial AdvisorCompany Overview: Premier Jobs UK is proud to partner with a highly successful and independent financial advice group. Since its inception in 2011, the company has grown significantly through strategic acquisitions and organic growth.Salary and Benefits: This exceptional opportunity comes with a salary of circa £55,000 plus...


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

    We are seeking a highly skilled Financial Planning Professional to join our team and take on a challenging role involving the management of an existing client portfolio.As a key member of our team, you will be responsible for providing ongoing financial planning services to clients in Wolverhampton, Bridgnorth, and Birmingham.Key Responsibilities:Develop and...


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

    This employed Financial Adviser job in the West Midlands region presents a valuable opportunity to inherit an established client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the company, as well as newly acquired clients. Your primary objective will be to provide exceptional service and...


  • Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Ltd Full time

    The Role:OverviewThis role is central to driving business insights, supporting strategic decision-making, and ensuring robust financial management across the organisation.Lead the group-wide budgeting, forecasting, and long-term financial planning processes, ensuring alignment with corporate objectives.About You:You are a results-driven finance professional...


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

    Senior Financial Services RepresentativeWe are seeking a highly skilled Senior Financial Services Representative to join our team at Premier Jobs UK Limited. This exciting opportunity offers the chance to take over ongoing financial planning servicing and inherit a client bank in the Wolverhampton, Bridgnorth, and Birmingham areas.About the Role:- Provide...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    Job TitleParaplannerAbout the RoleWe are working with a well-established firm of Financial Planners as part of St James Place to find a skilled Paraplanner.Job DescriptionThis role involves providing technical support to Advisors and Directors in informing and advising on financial planning factors and suitable plans and products. You will also be...


  • Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

    Financial Services Support CoordinatorA leading financial services business is seeking an experienced Financial Services Support Coordinator to join its growing team. Based in the West Midlands area, this office-based role offers a competitive salary of £24,000 - £28,000 per annum, plus a range of benefits including Performance Related Bonus, Pension,...


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

    About the RoleThis employed Financial Adviser position covering Wolverhampton, Bridgnorth and Birmingham presents a unique opportunity to inherit a client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the business and also newly acquired clients. Your priority will be to deliver...


  • Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

    A Wealth Management company is seeking a Financial Services Coordinator to join its team. This role will provide excellent opportunities for career growth and development in the financial services sector.The ideal candidate will have strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues alike. A...


  • Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Ltd Full time

    Salary and BenefitsWe offer a highly competitive salary of £85,000 - £115,000 per annum, plus benefits including bonus scheme, health insurance, and pension plan.Job DescriptionThis is an exciting opportunity to join our team as Group FP&A Manager. As a senior finance professional, you will report directly to the CFO and take ownership of all group-level...


  • Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Ltd Full time

    Financial Performance Director Job DescriptionWe are seeking an experienced Financial Performance Director to join our team at Gleeson Recruitment Ltd.About the Role:The successful candidate will be responsible for driving business performance and financial growth across the organisation.Key Responsibilities:Develop and implement comprehensive financial...


  • Wolverhampton, Wolverhampton, United Kingdom Venn Group Full time

    Job Title: Senior Payroll CoordinatorWe are seeking a highly skilled and experienced Senior Payroll Coordinator to join our team at Venn Group. The successful candidate will be responsible for coordinating the Payroll team to deliver all aspects of payroll, effective payment processes, and coordinate the IR35 process.The ideal candidate will have experience...