Financial Planning Specialist

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...

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...

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...

Financial Planning RoleThis exciting opportunity as a Financial Adviser involves inheriting a client bank and taking charge of ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham.As a member of the team, you will receive clients from one of the Directors and newly acquired clients. Your main focus will be on providing exceptional...

Company Overview:Premier Jobs UK Limited provides financial services in Wolverhampton, Bridgnorth, and Birmingham. Our team offers a supportive environment for financial planners to grow and develop.Salary: £50,000 - £60,000 per annum, depending on experience.Job Description:Inherit a client bank from one of our directors and take over ongoing financial...

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 OverviewThis employed financial planning role covering Wolverhampton, Bridgnorth, and Birmingham presents a fantastic opportunity to inherit a client bank and take over ongoing financial planning services. The focus is on providing exceptional service to maintain relationships while seeking new business opportunities.You will be provided with clients...

Job DescriptionThis employed Financial Adviser position offers the opportunity to inherit a client bank and take over ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham.You will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly acquired clients. The priority is to provide excellent...

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...

Estimated salary: £45,000 - £60,000 per annum.OverviewPremier Jobs UK Limited seeks an experienced Financial Adviser to join our team in Wolverhampton, Bridgnorth, and Birmingham.This exciting role offers a unique opportunity to take on existing client relationships and expand our presence in the region.We are looking for a skilled professional who can...

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.

About the Role:Premier Jobs UK Limited is seeking a Financial Planning Manager to oversee the financial planning function across our operations. As a Financial Planning Manager, you will be responsible for developing and implementing financial plans that meet the needs of our clients in Wolverhampton, Bridgnorth, and Birmingham.Key Responsibilities:- Develop...

Job Title: Financial Planning ExpertWe 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...

We are seeking a highly skilled Financial Planner to join our team as a Financial Planning Expert.As a Financial Planning Expert, you will be responsible for creating and implementing comprehensive financial plans for our clients, taking into account their individual needs and goals.The ideal candidate will have excellent analytical and problem-solving...

Role OverviewWe are looking for a highly skilled Financial Adviser to join our team and take on the responsibility of managing a client bank across the Midlands.As a key member of our team, you will be responsible for providing exceptional client service, identifying new business opportunities, and working closely with our Paraplanners and Administrators to...

Premier Jobs UK Limited seeks an experienced Financial Planning Expert to join our team. This employed role encompasses the areas of Wolverhampton, Bridgnorth, and Birmingham, offering a unique opportunity to take over an existing client bank and provide ongoing financial planning services.You will inherit clients from one of our Directors and also newly...

Job Title: Financial Career SpecialistWe are seeking an experienced Financial Career Specialist to join our team at Premier Jobs UK Limited. This is a fantastic opportunity for a skilled professional to take over ongoing financial planning servicing and inherit a client bank in the Wolverhampton, Bridgnorth, and Birmingham areas.About the Role:- Provide...

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...

Key ResponsibilitiesYou will be responsible for formulating advice to clients, providing technical support and guidance where necessary. This will involve reviewing client objectives, researching and analysing investment funds and financial products, and preparing financial plans.You will also liaise with product providers, complete new business sheets...

Company OverviewA reputable financial services business, Ashdown Group, is seeking a skilled Paraplanner to join its team due to expansion. This hybrid role involves working 3 days a week in the Telford/Wolverhampton area of West Midlands.The successful candidate will provide valuable support to Advisors and Directors by advising on financial planning...