Financial Advisor Support Specialist

As 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...

NJR 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...

Key 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...

About the Role:We are looking for a highly organized and proactive Financial Services Support Specialist to provide administrative support to our financial advisory team. This is an excellent opportunity to gain experience and build your career in a fast-paced and dynamic environment.Respond to advisor queries and provide timely assistance (

Job 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...

**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,...

Job 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...

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.

Job Summary: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...

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...

About 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...

About 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...

Company OverviewLime People Search & Select Ltd is a leading Financial Advisory firm providing comprehensive services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals.Our team has been delivering high-quality support to the advisor team for over 20 years, establishing a strong...

About 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...

Job DescriptionWe are seeking a skilled Paraplanner to provide technical support to our Advisors and Directors in creating personalized financial plans. This individual will be responsible for organizing reports and illustrations, ensuring timely delivery and accuracy. The successful candidate will have excellent analytical skills, with the ability to...

Role OverviewThe Financial Services Business Advisor will provide expert support to organisations in the efficient operation of their financial systems, cash flow, and management reporting. This role requires strong understanding of financial principles, budgeting, and cost control.Main Responsibilities:Support and guidance on financial systems, cash flow,...

We 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...

Paraplanning 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,...

Job Title: Independent Financial AdvisorAbout the Company: Premier Jobs UK is partnering with a leading independent financial advice group that has experienced remarkable growth since its inception. The company's commitment to delivering high-quality services has earned it a reputation as a trusted partner in the industry.Salary and Benefits: This...

Job Summary:We are seeking a Health Promotion Advisor to join our team in Wolverhampton. As a Health Promotion Advisor, you will develop and implement health promotion initiatives to enhance employee well-being, working with HR, EH&S, and the Leadership Team.Your key responsibilities will include developing comprehensive wellness action plans for employees,...