Paraplanning Professional

1 week ago


Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are looking for a skilled Financial Paraplanning Specialist to join our team in Wolverhampton. The ideal candidate will have experience in providing high-quality support to advisors and have excellent analytical and problem-solving skills.

Key Responsibilities
  • Support the advisor team in preparing suitability reports and letters.
  • Analyze financial data to identify trends and opportunities.
  • Develop and maintain relationships with clients and stakeholders.
  • Contribute to the development of new business strategies and initiatives.
Requirements
  • A degree in a relevant field such as finance or accounting.
  • Minimum 2 years of experience in paraplanning or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and meet deadlines.
What We Offer
  • A competitive salary of £40k-£45k per annum.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    Paraplanner PositionWe are recruiting a Paraplanning Professional to provide technical support to our team of Advisors and Directors at NJR Recruitment. The successful candidate will work closely with our financial planning team to inform and advise on financial planning factors, and utilize suitable plans and products.The salary for this role is around...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    **Job Description:** Compliance SpecialistRetaind Limited is looking for a highly experienced Compliance Specialist to join our team in Pattingham, near Wolverhampton.**Role Overview:**We are seeking a skilled Compliance Specialist with a strong background in financial services regulations to join our team.**Key Responsibilities:Work closely with the...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:A highly experienced Paraplanner is required to join our Wealth Management Practice, providing high-quality support to advisor teams and delivering bespoke financial advice to individuals and businesses across the UK. The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products,...


  • Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

    About the RoleA renowned financial services company in the UK is seeking a talented Paraplanner to join its team. This role offers a fantastic opportunity for a professional to gain experience in financial planning and wealth management.The successful candidate will be responsible for supporting Advisors and Directors by assisting with financial planning...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    Retaind Limited is seeking an experienced Diploma-qualified Paraplanner to join its growing financial planning team in the Staffordshire area, near Wolverhampton.We are looking for a skilled professional who can work closely with the Paraplanning Lead and contribute to the company's success.The successful candidate will have excellent knowledge of financial...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    Job Summary:We are seeking a highly skilled Administration and Support Professional to join our team at Retaind Limited.The successful candidate will be responsible for providing administrative support to the Practice, working closely with our administration and paraplanning function.About the Role:This permanent position offers a competitive salary of...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    **Job Summary:** Paraplanning ProfessionalRetaind Limited is seeking a skilled Paraplanning Professional to join our team in Pattingham, close to Wolverhampton.**About the Position:**We are looking for a Paraplanning Professional with 2-5 years of experience in a similar environment to work closely with our Paraplanning Lead.**Key Responsibilities:Research,...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    Paraplanning RoleWe are seeking a skilled and experienced Paraplanner to join our team at Retaind Limited.The successful candidate will be responsible for providing high-quality administrative support to the Paraplanning Lead and assisting with the preparation of financial plans and proposals.About the Role:Deliver high-quality services to our clientsWork...


  • 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, Wolverhampton, United Kingdom NJR Recruitment Full time

    About UsNJR Recruitment are proud to be partnering with a leading Financial Planning firm based in the UK.Job RoleThis Paraplanner role will involve providing administrative support to the financial planning team, including data entry, report writing, and presentations.What We OfferIn return for your hard work and dedication, we offer a competitive salary of...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis 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, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are seeking a highly skilled Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd, based near Wolverhampton. This is an exciting opportunity to work closely with senior paraplanners and financial advisers to support our existing client bank and assist in the process of taking on new clients.Key...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    About the Job:Retaind Limited is seeking a highly skilled Technical Administrator to provide administrative support to our Practice.The successful candidate will work closely with our administration and paraplanning function to ensure seamless operations and optimize client relationships.Job Description:This permanent position offers a competitive salary of...


  • Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time

    Job Overview:We are seeking a highly skilled Financial Operations Specialist to join our team at Retaind Limited.The successful candidate will be responsible for providing administrative support to the Practice, working closely with our administration and paraplanning function.This role is an excellent opportunity for someone looking to advance their career...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title**Client Services Assistant**About the RoleWe are seeking a highly organized and skilled Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd, based near Wolverhampton. As a key member of our administration team, you will work closely with senior paraplanners and financial advisers to support our existing client bank...


  • Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

    About This JobWe are seeking a skilled Paraplanner to join our team on a hybrid basis, working from our offices in the West Midlands three days a week. As a seasoned professional in Wealth Management, you will be responsible for inputting documentation onto Salesforce, researching financial products, and ensuring compliance with regulatory standards.Key...


  • Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

    A dynamic financial services company is looking for a talented WEALTH MANAGEMENT ASSOCIATE to join their team. This office-based role, located in the Shropshire/Staffordshire/West Midlands border area, will provide an exciting opportunity for career advancement and professional growth.Your key responsibilities will include:Maintaining strong client...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    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...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DetailsWe are seeking a talented Financial Services Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our financial services team, ensuring efficient operations and delivering exceptional client experiences.Key Responsibilities:Providing administrative support to the...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional support to our financial services team, ensuring seamless operations and delivering outstanding client experiences.Key...