Wealth Management Professional
3 days ago
We are seeking a Wealth Management Professional to join our Financial Planning Division in Nottingham.
The ideal candidate will be highly skilled and possess a strong understanding of financial products and planning concepts.
Key Responsibilities:
- Develop and maintain comprehensive financial planning reports for clients.
- Support Financial Planners with research, analysis, and recommendations.
- Ensure all client documentation and records are kept up to date and compliant with industry regulations.
- Assist with client queries and provide technical support to the wider team.
- Liaise with providers and third parties to gather information and obtain quotes.
- Contribute to the development of financial plans and investment strategies.
Key Requirements:
- Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered).
- Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
- Strong technical knowledge of financial products and planning concepts.
- Excellent communication and organisational skills.
- Ability to work well under pressure and meet deadlines.
Benefits Include:
- Salary: £45,000 to £60,000 per annum (dependent on experience and qualifications).
- Bonus and performance-related incentives.
- Pension Scheme: Up to 15% employer contribution.
- Private Medical Insurance (PMI).
- Death in Service (DIS).
- Share Options.
- Flexible Working: Opportunity to work from home and in the office.
- Generous holiday entitlement, plus other benefits.
This is a challenging and rewarding opportunity for experienced professionals looking to develop their career as a Wealth Management Professional.
-
Wealth Management Professional
2 days ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout UsArtemis Recruitment Consultants Ltd is a specialist recruitment agency serving the financial services sector. Our team of experts has extensive knowledge and experience in matching top talent with leading organizations. We are committed to delivering exceptional recruitment solutions that meet the evolving needs of our clients and candidates.Job...
-
Wealth Management Professional
6 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeThis exciting opportunity presents a chance for a skilled and driven professional to make a real impact within our client's growing team in Nottingham. As an Investment Analyst, you will contribute significantly to business growth and success.Key responsibilities include producing product information packs, reports, and other relevant materials. You will...
-
Wealth Management Professional
2 weeks 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...
-
Wealth Management Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom The Progeny Group Full timeJob DescriptionWe are seeking an experienced Senior Financial Planner to join our Wealth department in Nottingham, UK. As a key member of our team, you will provide expert advice and guidance to clients on their financial planning needs.Provide exceptional client service while ensuring compliance with regulatory requirements.Lead, guide, and develop the...
-
Wealth Management Professional
2 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeA Financial Adviser position at Express Recruitment presents an exciting opportunity to join a growing team in wealth management. With a salary of up to £35,000 per annum and bonus structure, this role is ideal for those looking to develop their skills and knowledge in financial advice.ResponsibilitiesUndertake comprehensive training to acquire the...
-
Wealth Planning Coordinator
4 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeWe are seeking a skilled Wealth Planning Coordinator to join our team in Nottingham. In this role, you will be responsible for providing support to our wealth planning team by assisting with the organization and management of events and webinars.Key responsibilities:Assisting with the organization and management of events and webinarsProviding support to the...
-
Wealth Management Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom CleverHR Full timeWe are looking for a Wealth Management Specialist to contribute to the success of our business by further developing the existing client bank, gaining referrals where possible, and strengthening client relationships. The estimated salary for this role is £50,000 - £60,000 per annum.About the PositionThis role involves bringing new clients to the business,...
-
Private Wealth Lawyer
7 days ago
Nottingham, Nottingham, United Kingdom Sacco Mann Full timeSacco Mann is a leading law firm in the region, known for our exceptional client service and strong reputation in the legal marketplace. We are seeking a skilled Private Wealth Lawyer to join our team and help us grow our Private Client department.As a Private Wealth Lawyer, you will be responsible for managing a diverse caseload of private client matters,...
-
Wealth Management Expert
2 days ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeNottingham-based Paraplanner OpportunityWe are excited to offer an exciting opportunity for an experienced Paraplanner to join our team at Harper Finance in Nottingham.About the JobAs a Paraplanning Specialist, you will be responsible for analysing clients' financial situations, creating detailed cash flow models, and recommending investment products to meet...
-
Wealth Management Advisor
2 weeks ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeJob Description">We are Express Recruitment, a leading recruitment agency for financial services professionals. We are seeking a skilled Financial Adviser to join our client's team as a permanent employee.">About the Company">Our client is a Wealth Management Firm seeking a Financial Adviser to support up to £600 million in assets.">About the Role">The...
-
Private Wealth Law Associate
7 days ago
Nottingham, Nottingham, United Kingdom Sacco Mann Full timePrivate Wealth Law OpportunitySacco Mann is a respected law firm based in Nottingham, seeking an experienced Private Wealth Law Associate to join their team. This role offers a fantastic opportunity for a talented individual to develop their skills and progress their career.In this position, you will be responsible for managing a diverse caseload of complex...
-
Wealth Management Consultant
2 weeks ago
Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment Full timeWe are seeking a Wealth Management Consultant to join our team on a self-employed basis at Bennett and Game Recruitment.The ideal candidate will have experience in developing and implementing personalized financial plans that encompass budgeting, saving, investing, insurance, and retirement planning.We are looking for an experienced individual who can work...
-
Senior Wealth Management Advisor
1 month ago
Nottingham, Nottingham, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout This RoleRecruit UK is partnering with a leading Wealth Management company to find a highly skilled Financial Planner to join their team in Nottingham.This exciting opportunity offers a unique chance to work with a reputable firm that has established itself as one of the largest players in the UK advice market.
-
Wealth Management Professional
4 days ago
Nottingham, Nottingham, United Kingdom mbf Full timeRole OverviewWe are looking for an experienced Financial Planner to join our team in Nottingham and provide expert financial planning advice to a diverse range of clients.The successful candidate will have a strong understanding of financial markets, risk management techniques, and regulatory frameworks, as well as excellent communication and interpersonal...
-
Professional Wealth Management Advisor
3 weeks ago
Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD requires an experienced Financial Adviser to lead our client service team. As a senior member, you will be responsible for developing and implementing financial plans, managing client relationships, and staying up-to-date with industry trends and regulations.The annual salary for this position is £65,000 - £85,000,...
-
Senior Wealth Strategist
4 weeks ago
Nottingham, Nottingham, United Kingdom Progeny Full timeAbout the RoleWe are seeking an exceptional Senior Financial Planner to join our Wealth department in Nottingham.This is an exciting opportunity to become the trusted adviser for a group of high net worth clients with complex financial needs, offering an exceptional level of service through regular review meetings and proactive contact.You will be part of a...
-
Financial Planner Professional
4 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...
-
Site Engineer Professional
4 days ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeJob Title: Senior Site EngineerWe are working with a leading Civil Engineering and Building company in Nottinghamshire, UK. The company is looking for a skilled Site Engineer to join their team.About the Role:The successful candidate will be responsible for reading and interpreting construction drawings on site, ensuring accurate setting and amending RAMS as...
-
Administrative Support Professional
2 days ago
Nottingham, Nottingham, United Kingdom Tate Full timeJob OverviewWe are seeking a highly skilled Administrative Support Professional to join our Strategic Partnerships team at Tate. In this role, you will be responsible for maintaining databases and spreadsheets, analysing data, and conducting competitor analysis.This is a fantastic opportunity to work in a high-growth environment and support the delivery of...
-
Maintenance and Repair Professional
4 days ago
Nottingham, Nottingham, United Kingdom Professional Technical Full timeProfessional Technical is seeking a highly motivated Maintenance and Repair Professional to join their team as a Field Service Engineer. This is an excellent opportunity for someone who enjoys working with equipment and has strong problem-solving skills.The successful candidate will be responsible for maintaining, servicing, and repairing material handling...