Financial Advisor
3 weeks ago
A Financial Advisor is required to join our Wealth Management team in the UK. This role offers an exciting opportunity to work with clients, providing personalized financial advice and planning services. The ideal candidate will have a strong understanding of UK financial regulations and tax laws, as well as excellent interpersonal and client servicing skills.
About the Role:
This position involves working collaboratively with the supporting team to identify and establish contact with potential clients. You will gather and analyse information required to provide financial planning advice, review clients' circumstances regularly, and make appropriate recommendations. Additionally, you will complete all administration in a timely and accurate manner, satisfying regulatory CPD thresholds and keeping up-to-date with compliance matters and Conduct Rules.
- Provide comprehensive financial planning advice to clients, taking into account their financial objectives, risk tolerance, and investment preferences.
- Conduct thorough interviews to assess clients' current financial status, including income, assets, expenses, debts, and existing investments.
- Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
- Analyse market trends and maintain regular communication with clients.
Key Requirements:
To succeed in this role, you will need a relevant professional qualification such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws, is essential. Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options is also required.
- Strong analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
- Ability to work independently, managing client relationships and delivering high-quality financial advice.
- Compliance-driven approach, staying up-to-date with regulatory changes and adhering to industry standards.
The estimated salary for this position is £45,000-£60,000 per annum, depending on experience.
-
Financial Planning Advisor
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time**Job Title:** Financial Planning AdvisorRetaind Limited is seeking a highly skilled Financial Planning Advisor to join our team in Pattingham, just outside Wolverhampton.**About the Role:**This is an exciting opportunity for a Paraplanner with 2-5 years of experience in a similar environment to work closely with our Paraplanning Lead in researching,...
-
Wolverhampton Financial Advisor Opportunity
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeAbout the Role:We are seeking an experienced financial advisor to join our team in Wolverhampton, covering Bridgnorth and Birmingham. The successful candidate will inherit a client bank and be responsible for providing ongoing financial planning services.Key Responsibilities:To take ownership of a client portfolio and provide tailored financial planning...
-
Paraplanner for Financial Advisors
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeNJR Recruitment is proud to offer this exciting opportunity for a skilled financial planning professional to join our team as a technical support specialist.Job DescriptionThis role involves providing technical guidance on financial planning matters to advisors and directors, assisting in the development and implementation of suitable financial plans and...
-
International Financial Advisor
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeWe are seeking an International Financial Advisor to join our team in the UK, providing expert financial advice to our clients and helping them achieve their long-term goals.About the RoleThis is an exciting opportunity to work with a leading provider of wealth management services in the UK. As a key member of our team, you will be responsible for conducting...
-
Technical Advisor for Financial Planning
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at NJR Recruitment. As a key member of our finance team, you will play a crucial role in supporting our Advisors and Directors in creating comprehensive financial plans for our clients. Your expertise will help us deliver high-quality services and maintain our reputation as a leading...
-
Trainee Financial Advisor
4 days ago
Wolverhampton, Wolverhampton, United Kingdom PRIMIS Mortgage Network Full timeStart Your Career as a Trainee Financial AdvisorPRIMIS Mortgage Network is a leading provider of mortgage and protection services, with a strong presence in the UK market. We are now recruiting for a Trainee Financial Advisor to join our team in Wolverhampton.The role will involve advising customers on financial products such as Life assurance, Private...
-
Financial Advisor
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom We Manage Jobs(WMJobs) Full timeWe are looking for a talented Financial Advisor - Children's and Education to join our finance team at We Manage Jobs (WMJobs). As a key member of our team, you will be responsible for providing financial advice and support to budget managers across the organisation.With a strong background in finance and a deep understanding of public sector finance, you...
-
Technical Support Advisor
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom RETAIND Ltd Full timeKey ResponsibilitiesSupport Advisors: Assist in providing expert advice to clients on financial planning factors and suitable plans/products.Reporting and Illustrations: Organise reports and illustrations accurately and efficiently.Team Support: Provide high-quality support to the advisor team, responding to queries promptly.The ideal candidate will have...
-
Financial Advisor Support Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanning Professional to provide high-quality support to advisor teams within a Wealth Management Practice. This exciting opportunity offers the chance to work with a variety of financial products and services, providing bespoke advice to individuals and businesses across the UK.The ideal...
-
Wolverhampton Based Financial Advisor Role
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeKey Responsibilities:In this senior role as a Financial Advisor, you will be responsible for delivering high-quality financial planning services to clients across Wolverhampton, Bridgnorth, and Birmingham. You will inherit a client bank and take ownership of ongoing servicing, working closely with a team of Paraplanners and Administrators to ensure excellent...
-
Technical Support Advisor
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout Our ClientNJR Recruitment's client, a leading firm of Financial Planners, are seeking an exceptional Paraplanner to join their team. With a strong focus on delivering high-quality services to their clients, they offer a dynamic and supportive work environment.Job ResponsibilitiesProvide technical support to Advisors and Directors in informing and...
-
Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeParaplanning Role at Retaind LimitedWe 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,...
-
Financial Planning Assistant
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob OverviewA leading financial services company is seeking an experienced Paraplanner to join its team due to rapid growth. As a key member of the Advisory team, you will provide vital support to Advisors and Directors in creating tailored financial plans for clients.
-
Financial Planner Assistant
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob Title: Financial Planner AssistantEstimated Salary: £35,000 - £45,000 per annum.Company OverviewNJR Recruitment is a leading recruitment agency specializing in the financial sector. Our clients are reputable firms of financial planners seeking high-calibre professionals to join their teams.Job DescriptionWe are currently seeking a skilled Paraplanner...
-
Financial Services Support Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full timeAs a Financial Services Support Specialist at Austin Fraser, you will play a pivotal role in providing exceptional support to our advisor team. Your responsibilities will include responding to queries in a timely manner, inputting documentation onto Salesforce, and researching financial products to meet client requirements.Key Responsibilities:Providing...
-
Technical Support Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob Summary:We are looking for a skilled Paraplanner to join our team at NJR Recruitment's client, a reputable firm of Financial Planners. As a Paraplanner, you will play a critical role in supporting our Financial Advisors and Directors in delivering exceptional client service. If you have a passion for finance, excellent communication skills, and a keen...
-
Financial Services Administrator
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full timeWe are looking for a Financial Services Administrator to join our team at Austin Fraser. As a key member of the administrative team, you will be responsible for providing administrative support to the financial services department.The role involves providing high-quality support to the advisor team, including responding to queries in a timely manner and...
-
Financial Planning Specialist
2 weeks 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...
-
Financial Planning Support Specialist
4 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.
-
Financial Planning Assistant
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom RETAIND Ltd Full timeRole OverviewWe are seeking an experienced Paraplanner to join our growing financial planning business in the Pattingham area of Staffordshire. As a key member of our team, you will provide technical support to our Advisors and Directors, assisting with informing and advising on financial planning factors and suitable plans and products.Main...