Paraplanner for Financial Advisors

Ashdown Group is a well-established recruitment agency specialising in the finance and accountancy sectors. We are currently seeking a talented Paraplanner - Financial Services to join our team.The successful candidate will have experience in Wealth Management and ideally hold a Diploma in Paraplanning qualification (DipPP). The role involves supporting...

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...

**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,...

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...

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...

Key Responsibilities:In this senior role as a Financial Advisor, you will be responsible for delivering high-quality financial planning services to clients across Wolverhampton, Bridgnorth, and Birmingham. You will inherit a client bank and take ownership of ongoing servicing, working closely with a team of Paraplanners and Administrators to ensure excellent...

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 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...

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...

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: Financial Planner AssistantEstimated Salary: £35,000 - £45,000 per annum.Company OverviewNJR Recruitment is a leading recruitment agency specializing in the financial sector. Our clients are reputable firms of financial planners seeking high-calibre professionals to join their teams.Job DescriptionWe are currently seeking a skilled Paraplanner...

Job DescriptionA Paraplanner is required for a hybrid role with 3 days in-office work in the West Midlands. The successful candidate will have experience in Wealth Management and hold a Diploma in Paraplanning qualification (DipPP) or equivalent.Main Responsibilities:Inputting documentation onto SalesforceResearching and analysing financial productsProducing...

Firm BackgroundNJR Recruitment's client, an award-winning Financial Planning firm, is seeking an experienced Paraplanner to join their team.Job ResponsibilitiesThe successful candidate will be responsible for preparing detailed financial reports, creating complex spreadsheets, and assisting with client meetings and events.Salary and BenefitsWe offer a highly...

About the Role:We are seeking a skilled Paraplanner to support our financial planning team in Pattingham, Staffordshire.Key Duties:Deliver expert technical support on financial planning aspects.Coordinate reports and illustrations to streamline business processes.Provide exceptional support to the advisory team, responding promptly to their queries.Input...

Job Overview:In this exciting Financial Advisor role, you will have the opportunity to inherit a client bank and take over the ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham. As a current Financial Adviser, you will provide excellent service to maintain relationships while seeking new business opportunities.This is a hybrid...

Role OverviewWe are seeking an experienced Paraplanner to join our growing financial planning business in the Pattingham area of Staffordshire. As a key member of our team, you will provide technical support to our Advisors and Directors, assisting with informing and advising on financial planning factors and suitable plans and products.Main...

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...

Job DetailsWe are looking for a skilled Paraplanner to work in a permanent position based in Pattingham, Wolverhampton. The successful candidate will be responsible for supporting advisors in informing clients about financial planning factors and suitable plans/products.

Job Overview:We are seeking an experienced Paraplanner to provide high-quality support to advisor teams within a Wealth Management Practice, delivering bespoke financial advice to individuals and businesses across the UK.About You:The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products,...

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...