Wealth Management Coordinator
24 hours ago
We are currently recruiting for a Paraplanner to join our Nottingham-based team. In this exciting role, you will be responsible for supporting our Financial Advisers/Planners in delivering exceptional client service and producing high-quality financial plans.
Key responsibilities include:
- Working closely with senior team members to analyze client needs and develop tailored solutions.
- Preparing comprehensive financial plans and analytical information to support our advisers' recommendations.
- Collaborating with colleagues to ensure efficient task completion and high-quality output.
This is an ideal opportunity for someone looking to develop their career in financial planning. To be considered, you should have relevant experience and hold a Level 4 Diploma in Financial Planning. The successful candidate can expect a competitive salary of £32,000 - £42,000 per annum, commensurate with experience.
Salary Range: £32,000 - £42,000 per annum (dependent on experience)
-
Wealth Planning Coordinator
5 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...
-
Entrepreneurial Wealth Manager
22 hours ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeWe are seeking an Entrepreneurial Wealth Manager to join our team at Financial Divisions, located in Central London. This exciting opportunity offers a unique chance to build a lucrative business and earn a significant income.As an Entrepreneurial Wealth Manager, you will be responsible for managing a portfolio of high net worth clients, providing...
-
Senior Wealth Manager
23 hours ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Ltd Full timeSenior Wealth Management PositionA Senior Wealth Manager is required to join our busy offices in Nottingham. The ideal candidate will have a comprehensive understanding of core Financial Planning solutions and built knowledge through exposure to client planning scenarios.Responsibilities will include the development and management of a financial planning...
-
Wealth Management Professional
5 days ago
Nottingham, Nottingham, United Kingdom mbf Full timeAbout the RoleWe 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...
-
Wealth Management Associate
4 hours ago
Nottingham, Nottingham, United Kingdom Bruin Full timeBruin Financial is a leading wealth management firm seeking a talented Wealth Management Associate to join their team in Nottingham.In this role, you will provide critical support to financial advisers and planners, ensuring seamless processing of new and existing business. Key responsibilities include:Evaluating client objectives and creating tailored...
-
Wealth Management Professional
3 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 Specialist
1 month 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,...
-
Wealth Management Professional
3 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
7 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...
-
Private Wealth Lawyer
1 week 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
3 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 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...
-
Independent Wealth Manager
1 day ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeUnlock Your Earning PotentialJoin Financial Divisions as a self-employed Financial Adviser and take advantage of our innovative compensation structure. With uncapped earning potential and periodic capital events, you can expect to earn £150,000 - £300,000+ per annum, depending on your performance.About the RoleWe are looking for a driven and...
-
Wealth Management Professional
3 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...
-
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 Advisor
3 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
1 week 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...
-
Senior Wealth Manager
1 day ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeWe are seeking a highly skilled and motivated Senior Wealth Manager to join our team. As a key member of our team, you will be responsible for providing high-net-worth clients with personalized financial advice and solutions.The ideal candidate will have a strong background in finance and a proven track record of success in managing client relationships. You...
-
Senior Administrative Coordinator
3 days ago
Nottingham, Nottingham, United Kingdom Tate Full timeJob OverviewWe are seeking a highly skilled Senior Administrative Coordinator to join our Strategic Partnerships team in Nottingham City Centre. This is an excellent opportunity for a career-driven individual to take the next step in their career, supporting us in delivering tax-advantaged investment solutions to the UK wealth management industry.The...