
Financial Planner
19 hours ago
Are you an experienced Paraplanner looking for a challenging role in a well-established Financial Planning firm in Nottingham?
We offer a great earning potential, career path, and hybrid working.
The successful candidate will be offered:
- £30,000 - £40,000 basic salary (depending on experience)
- 26 days holiday + bank holidays
- Additional holidays with longer service
- Life insurance
- Online GP service
- Onsite parking - paid for by the company
- Mobile phone
To be considered for this role, you must have the following qualifications and experience:
- Diploma status and at least 3 years of paraplanning experience
- Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation
- Good understanding of tax allowances, trusts, and business structures as part of a financial plan
- Experience with using a cashflow forecasting system, ideally Voyant
- Great attention to detail, a positive approach, and a problem-solving mindset
Your role will involve:
- Working collaboratively with financial planners to advise clients and write financial plans
- Preparing assessments and advice for clients on defined benefit pensions and supporting other team members
- Delivering financial plans and ongoing reviews accurately and on time, with subsequent transactions processed according to service expectations
- A place on our Investment & Research Committee to shape the advice given
-
Strategic Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment LTD Full timeWe are seeking a highly experienced and skilled Strategic Financial Planner to join our team on a self-employed basis. As a leading financial services firm, we pride ourselves on delivering comprehensive financial services to individuals, families, and businesses.Our ideal candidate will have 3-5 years' previous experience in accountancy practice and be L4...
-
Financial Planner
22 hours ago
Nottingham, Nottingham, United Kingdom A.D.S Construction Personnel Ltd Full timeJob OverviewWe are seeking an experienced Financial Planner to join our team at A.D.S Construction Personnel Ltd. This role will involve overseeing the financial aspects of construction projects, ensuring that costs are managed effectively and efficiently.Salary and BenefitsThe estimated salary for this position is £45,000 - £70,000 per annum, depending on...
-
Financial Planner Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom CleverHR Full timeCleverHR is seeking a Financial Planner Professional to join our team in London. This role offers an estimated salary of £55,000 - £65,000 per annum.About the RoleThe primary responsibility of this position will be to ensure that CleverHR's clients receive the highest level of financial advice and ongoing service. This will involve developing financial...
-
Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a skilled Senior Financial Planner to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare comprehensive recommendation reports, collaborating with the ParaPlanning team.Maintain and develop strong client relationships, maximizing their potential, and accurately input information into the CRM system...
-
Financial Planning Professional
1 week ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeCompany OverviewLime Search & Select Ltd, a leading Financial Advisory firm, seeks an experienced and skilled Paraplanner to support our Financial Advisers in providing exceptional client service. The successful candidate will be responsible for collaborating with financial planners to provide expert advice and guidance to clients.Key...
-
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeKey Responsibilities:As an Operations Coordinator for Financial Services, you will be responsible for providing high-quality administrative support to our financial planners and paraplanners, ensuring seamless day-to-day operations.Process authority letters and gather financial data for new clients and annual reviews, leveraging your expertise in Letters of...
-
Financial Administrator Role
4 days ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator RoleAbout the Role:We are seeking a highly skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial planning firm, you will be responsible for providing administrative support to our financial planners and paraplanners.Responsibilities:Process authority...
-
Financial Planning Support Professional
1 week ago
Nottingham, Nottingham, United Kingdom Page Personnel Sales Full time**Financial Planning Support Professional: A Key Role in Client ServiceWe are looking for an experienced Financial Planning Support Professional to join our team. As a Paraplanner, you will support Financial Planners with administration tasks, ensuring that clients receive high-quality financial planning services.Your key responsibilities will include...
-
Financial Planning Professional
1 week ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planning Professional to join our team at North Oak Recruitment. This is a fantastic opportunity to work with a multi-award-winning IFA and contribute to delivering holistic, goals-led financial plans.As a Paraplanner, you will work closely with our financial planners and clients to provide expert advice...
-
Financial Planning Consultant
3 weeks ago
Nottingham, Nottingham, United Kingdom mbf Full timeRole OverviewWe are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to provide technical paraplanning support to a team of Senior Financial Planners.This 100% home-based role offers a competitive salary, full support to attain further qualifications, and an excellent benefits package.The organisation is...
-
Nottingham Financial Services Assistant
4 days ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJoin our dynamic team as a Nottingham Financial Services AssistantAbout the Role:We are seeking an experienced Financial Administrator to assist our financial planners and paraplanners in delivering exceptional client service. This is an excellent opportunity to work in a fast-paced environment and develop your skills in financial administration.Main...
-
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeAbout the Role:Lime Search & Select Ltd is seeking an experienced Financial Planning and Administrative Support Professional to join our team. In this role, you will be responsible for providing high-quality administrative support to our financial planners and paraplanners, ensuring seamless day-to-day operations.You will process authority letters and gather...
-
Urban Planner and Strategist
5 hours ago
Nottingham, Nottingham, United Kingdom CV-Library Full timeWhat You'll Get BackA competitive salary of £55,000 - £65,000 per annum, reflecting the high demand for skilled planners in the region.Bonus opportunities, offering additional financial rewards for meeting performance targets.Hybrid working arrangements, allowing for flexibility and work-life balance.25 days' annual leave, plus bank holidays, ensuring...
-
Personal Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment Ltd Full time**About the Role**We are seeking a skilled Financial Adviser to join our team as a self-employed consultant.As a member of our team, you will work closely with clients to assess their financial needs, develop and implement tailored financial plans and provide ongoing support and guidance.The successful candidate will have 3-5 years' experience as a Financial...
-
Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom The Progeny Group Full timeCompany OverviewThe Progeny Group is a leading financial services provider dedicated to delivering exceptional wealth management solutions. Our team of experts is committed to helping high net worth clients achieve their financial goals.
-
Senior Financial Planning Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeJob SummaryWe are seeking a Senior Financial Planner to join our team in Nottingham. This role offers the opportunity to work with high net worth clients, develop relationships, and provide exceptional financial planning services.About the RoleThis is a senior-level position within our Financial Planning business. As a Senior Financial Planner, you will be...
-
Financial Planning Specialist
2 months ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeKey ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...
-
Financial Planning Expert
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeAt IDEX Consulting Ltd, we are seeking a highly skilled Senior Financial Planner to join our growing team in Nottingham.This opportunity will allow you to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients who require exceptional financial planning services.You will be supported by a team of experienced technicians and administrators in...
-
Strategic Financial Planning Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom Royal Bank of Canada Full timeWe are seeking a highly skilled Financial Planner to join our team in Nottingham, UK. The successful candidate will have responsibility for developing and managing a comprehensive financial planning client base.The role involves providing expert financial planning advice to both private clients and integrated wealth management clients, ensuring that their...
-
Wealth Management Professional
1 week ago
Nottingham, Nottingham, United Kingdom Brewin Dolphin Full timeJob ResponsibilitiesWe are looking for an experienced Paraplanner to join our team in Nottingham. As a key member of our wealth management team, you will be responsible for providing support to Financial Advisers and Planners, ensuring a smooth process of new and existing business. Your duties will include:Providing support to Financial Advisers and...