Financial Planning Specialist
2 days ago
We are seeking an experienced Diploma-qualified Paraplanner to join our growing financial planning business in a similar environment.
Estimated Salary: £40,000 - £50,000 per annum (based on experience)About the JobKey Responsibilities:- Provide technical support to Advisors and Directors on financial planning factors, suitable plans and products.
- Organise reports and illustrations in a timely and accurate manner, ensuring efficient business processing and enhancing Practice Quality Score.
- Support the advisor team, responding to queries in a timely manner.
- Input CFR documentation onto Salesforce.
- Research and analyse financial products to meet client requirements and objectives.
- 2-5 years previous Paraplanning experience in a similar environment.
- Diploma or equivalent qualification in Paraplanning is required.
- Ability to work independently and as part of a team.
- Good IT skills.
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob 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...
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Financial Planning Specialist
4 days ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob OverviewWe are seeking an experienced Financial Planning Specialist to join our team at NJR Recruitment. The ideal candidate will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, as well as utilizing suitable plans and products.The salary for this role is approximately £35,000 - £40,000...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout 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...
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Financial Planning Specialist
7 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeRole Overview:We are seeking an experienced Financial Planning Specialist to join our team in Wolverhampton, Bridgnorth, and Birmingham. This role presents a unique opportunity to inherit a client bank and take over ongoing financial planning servicing.As a Financial Planning Specialist, you will be responsible for delivering exceptional service to maintain...
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Financial Planning Specialist
13 hours ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeFinancial Planning RoleThis exciting opportunity as a Financial Adviser involves inheriting a client bank and taking charge of ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham.As a member of the team, you will receive clients from one of the Directors and newly acquired clients. Your main focus will be on providing exceptional...
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Financial Planning Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob 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...
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Financial Planning Specialist
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeCompany Overview:Premier Jobs UK Limited provides financial services in Wolverhampton, Bridgnorth, and Birmingham. Our team offers a supportive environment for financial planners to grow and develop.Salary: £50,000 - £60,000 per annum, depending on experience.Job Description:Inherit a client bank from one of our directors and take over ongoing financial...
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Financial Planning Director
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full timeAbout 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...
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Financial Planning Specialist
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis employed financial planning role covering Wolverhampton, Bridgnorth, and Birmingham presents a fantastic opportunity to inherit a client bank and take over ongoing financial planning services. The focus is on providing exceptional service to maintain relationships while seeking new business opportunities.You will be provided with clients...
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Financial Planning Specialist
17 hours ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Adviser position offers the opportunity to inherit a client bank and take over ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham.You will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly acquired clients. The priority is to provide excellent...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob 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...
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Financial Planning Support Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom RETAIND Ltd Full timeAbout the CompanyRETAIND Ltd is a growing financial planning business seeking an experienced Diploma-qualified Paraplanner to join our team. The ideal candidate will provide technical support to our advisors and directors, researching and analysing financial products to meet client requirements.
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Financial Planning Expert
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeJob 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...
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Financial Planning Expert
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a highly skilled Financial Planner to join our team as a Financial Planning Expert.As a Financial Planning Expert, you will be responsible for creating and implementing comprehensive financial plans for our clients, taking into account their individual needs and goals.The ideal candidate will have excellent analytical and problem-solving...
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Financial Career Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial Career SpecialistWe are seeking an experienced Financial Career Specialist to join our team at Premier Jobs UK Limited. This is a fantastic opportunity for a skilled professional to take over ongoing financial planning servicing and inherit a client bank in the Wolverhampton, Bridgnorth, and Birmingham areas.About the Role:- Provide...
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Financial Planning Expert
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited seeks an experienced Financial Planning Expert to join our team. This employed role encompasses the areas of Wolverhampton, Bridgnorth, and Birmingham, offering a unique opportunity to take over an existing client bank and provide ongoing financial planning services.You will inherit clients from one of our Directors and also newly...
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Financial Planning Professional
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeWe 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...
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Financial Planning Professional
16 hours ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeRetaind Limited is seeking an experienced Diploma-qualified Paraplanner to join its growing financial planning team in the Staffordshire area, near Wolverhampton.We are looking for a skilled professional who can work closely with the Paraplanning Lead and contribute to the company's success.The successful candidate will have excellent knowledge of financial...
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Production Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Everest People Solutions Full timeJob Title: Production Planning SpecialistWe are seeking an experienced Production Planning Specialist to optimize our production processes, ensuring timely and cost-effective product delivery. With a focus on data analysis, order evaluation, and scheduling, this role plays a crucial part in the success of our operations.Key Responsibilities:* Coordinating...
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Financial Planning Manager
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Title:Financial AdvisorAbout the Role:This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides an excellent opportunity to inherit a client bank and take over ongoing financial planning services.You will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly acquired clients. The...