Current jobs related to Financial Planning Specialist - Wolverhampton, Wolverhampton - Premier Jobs UK Limited

  • Financial Planning Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...

  • Financial Planning Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...

  • Financial Planning Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time £35,000 - £45,000

    At Lime People Search & Select Ltd, we are seeking a skilled Financial Planning Specialist to join our team. As a Paraplanner, you will be responsible for informing and advising clients on financial planning factors and suitable plans and products. Your key responsibilities will include:Key Responsibilities:Compiling reports and illustrations in a timely and...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Hamilton Woods Full time

    Job Title: Financial Planning and Analysis SpecialistAbout the Role:Hamilton Woods Associates is currently seeking a highly skilled Financial Planning and Analysis Specialist to join their team. As a key member of the finance department, you will be responsible for ensuring the accuracy and consistency of the general ledger and master data.Key...

  • Financial Planning Support Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time

    We are seeking a skilled Financial Planning Support Specialist to provide technical assistance to our advisory team. The ideal candidate will have experience in financial planning, research, and analysis, as well as strong communication and organizational skills.Key Responsibilities:Provide high-quality support to the advisor team, responding to queries in a...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Recruiit Full time

    Recruiit is seeking a Financial Planning and Analysis Specialist to join their team in Wolverhampton. This is a hybrid role offering a mix of on-site and home working. The successful candidate will be responsible for providing financial reporting and analysis, including monthly management accounts, KPI monitoring, and weekly forecasting.Key...

  • Senior Financial Planning Specialist

    2 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: We are seeking a highly skilled Financial Planning and Advisory Expert to join our team at Premier Jobs UK Limited.About the Role: As a Senior Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients. You will inherit a client bank and take over the ongoing financial planning...

  • Financial Planning Specialist

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial AdvisorThis is an exciting opportunity to join a successful and independent financial advice group as a Financial Advisor. The company has grown significantly since its inception in 2011, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives.Job Summary:We are seeking a...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis employed Financial Adviser role provides the chance to inherit a client bank and take over ongoing financial planning services.You will be given clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships while also seeking new...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis employed Financial Adviser role provides the chance to inherit a client bank and take over ongoing financial planning services.You will be given clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships while also seeking new...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis employed Financial Adviser role provides the chance to inherit a client bank and take over ongoing financial planning services.You will be given clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships while seeking new...

  • Financial Planning Specialist

    2 months ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: Premier Jobs UK Limited is seeking a skilled Financial Advisor to join our team.About the Role:We are looking for a highly motivated and experienced Financial Advisor to take over the ongoing financial planning servicing for our clients. As a Financial Advisor, you will be responsible for providing excellent service to maintain relationships...

  • Financial Planning Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job OverviewThis employed Financial Adviser role provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new...

  • Financial Planning Specialist

    3 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job Opportunity: Financial AdviserThis employed Financial Adviser role provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships...

  • Head of Financial Planning

    2 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleAs a key business advisory professional at GSF Car Parts, you will play a pivotal role in supporting the company's financial strategy. Your responsibilities will include running future financial projections, budgeting, forecasting, and reporting, as well as managing cash flow and capital adequacy. You will also provide scenario analysis and...

  • Strategic Financial Planning Manager

    4 days ago

    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at GSF Car Parts. As a key member of our Finance department, you will play a pivotal role in supporting the development of our financial strategy and ensuring the long-term success of our business.Key Responsibilities:Provide financial support for strategic plans,...

  • Head of Financial Planning and Analysis

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleAs a key business advisory role, you will provide financial support for strategic plans, run future financial projections, budgeting, forecasting, reporting, and control of the P&L; cash flow and capital adequacy management; scenario analysis and risk management support; and project reporting and investment appraisal.Main Duties and...

  • Head of Financial Planning and Analysis

    1 month ago

    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleAs a key business advisory role, you will provide financial support for strategic plans, run future financial projections, budgeting, forecasting, reporting, and control of the P&L; cash flow and capital adequacy management; scenario analysis and risk management support; and project reporting and investment appraisal.Main Duties and...

  • Head of Financial Planning and Strategy

    4 weeks ago

    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About The RoleAs a key business advisory role, you will provide financial support for strategic plans, run future financial projections, budgeting, forecasting, reporting, and control of the P&L, cash flow, and capital adequacy management. You will also provide scenario analysis and risk management support, as well as project reporting and investment...

  • Financial Services Specialist

    1 week ago

    Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job Title: Financial Services SpecialistJob Summary: We are seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing excellent service to maintain relationships and seeking new business opportunities.Key Responsibilities:Provide quality client serviceDeliver financial planning...

Financial Planning Specialist

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time
Financial Adviser Opportunity

This employed Financial Adviser role provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing.

You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.

The firm is fully independent with its own investment proposition. You will receive full support from their team of Paraplanners and Administrators.

The client bank will be spread across various locations.

Requirements
  • You should be a current Financial Adviser with experience of delivering quality client service
  • You should have 4+ years financial planning experience
  • You must be fully Diploma qualified in financial planning
About the Company

This independent financial advice group has grown significantly since its inception, through acquiring smaller IFA's and organic growth by developing accountancy connections and various marketing initiatives. With excellent experience combined from their Senior team, they are in a great position to continue developing the business.

Benefits
  • Salary of circa £55,000 plus bonuses
  • Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
  • Hybrid role
  • Excellent mentoring support from highly accomplished team
Locations

Wolverhampton, Bridgnorth, Birmingham