Financial Planning Expert

2 days ago


Wolverhampton, Wolverhampton, United Kingdom Azets Full time
Job Title: Financial Planning Expert

We 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 impact in the world of finance. Our ideal candidate will have a strong understanding of UK-specific financial regulations and tax laws.

The successful candidate will have relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.

Salary Information:

This role comes with a salary of £40,000 - £60,000 per annum, depending on experience.

About the Role:
  • Work collaboratively with our supporting team to identify and establish contact with potential clients.
  • Gather and analyse information required to provide financial planning advice and make recommendations aligned with internal procedures.
  • Complete all administration tasks accurately and efficiently in line with guidelines.
  • Satisfy regulatory CPD thresholds and maintain up-to-date knowledge of compliance matters and Conduct Rules.
Key Accountabilities:
  • Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.
  • Financial Planning: Create personalized financial plans for clients considering factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
  • Investment Advice: Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
  • Retirement Planning: Guide clients on UK-specific retirement savings options and advise on maximizing retirement savings.
  • Compliance and Regulation: Ensure adherence to all relevant UK financial regulations and laws.


  • 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 Retaind Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanning Specialist to join our team at Retaind Limited. As a key member of our financial planning department, you will play a crucial role in supporting our advisors in providing exceptional client service.Key ResponsibilitiesTechnical Support: Provide expert technical support to our...


  • Wolverhampton, Wolverhampton, United Kingdom Pertemps Network Group Full time

    Job DescriptionPertemps Network Group is seeking a Senior Financial Expert to oversee our financial operations. As a key member of our team, you will be responsible for managing our financial systems, ensuring accuracy and compliance with accounting standards.Your duties will include managing the sales and purchase ledger, journal posting, balance sheet...


  • 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 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 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 Jaguar & Land Rove Full time

    Job Summary:We are looking for a Logistics and Planning Expert to join our team at Jaguar & Land Rover's Electric Propulsion Manufacturing Centre (EPMC). As a key member of our operations team, you will be responsible for developing and implementing our Material Planning and Logistics strategy.About Us:Jaguar & Land Rover is a leading manufacturer of premium...


  • 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 NJR Recruitment Full time

    About the RoleWe 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 ResponsibilitiesFinancial Planning: Inform and advise on key financial...


  • 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 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 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 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,...

  • Financial Accountant

    4 weeks ago


    Wolverhampton, Wolverhampton, United Kingdom Moog Full time

    About the RoleWe are seeking a Senior Financial Accountant to join our Finance team in Wolverhampton. This is an excellent opportunity for an ambitious individual to drive financial accountability and grow their skillset.Key ResponsibilitiesFinancial Reporting: Prepare and review financial reports, ensuring accuracy and adherence to accounting...


  • Wolverhampton, Wolverhampton, United Kingdom RETAIND Ltd Full time

    About 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.


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Retaind Limited in Pattingham, just outside Wolverhampton. The successful candidate will work closely with the Paraplanning Lead to deliver exceptional results.Salary: £38,750 per annum (based on experience)About YouYou have a Diploma qualification in a relevant...


  • 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...

  • Technical Advisor

    15 hours ago


    Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    Firm BackgroundNJR Recruitment's client, an award-winning Financial Planning firm, is seeking an experienced Paraplanner to join their team.Job ResponsibilitiesThe successful candidate will be responsible for preparing detailed financial reports, creating complex spreadsheets, and assisting with client meetings and events.Salary and BenefitsWe offer a highly...


  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    As a skilled Financial Planning Advisor, you will play a crucial role in helping our clients achieve their long-term financial goals. Our Wealth Management team is growing rapidly across the UK, and we're seeking an experienced professional to join our team in this exciting role.This role offers a unique opportunity to work collaboratively with our...