Wealth Planning Lead

Wealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...

Job Description Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a...

Role SummaryWe are seeking a highly skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners.The ideal candidate will have a strong background in paraplanning, including experience in managing clients and supporting...

Salary and BenefitsWe are offering a highly competitive salary of up to £65,000 (dependent on skill-set and qualifications) for this exciting opportunity.As a Technical Planning Support Manager, you can expect a range of benefits, including a pension scheme, flexible working options, 25 days holiday plus bank holidays, and a fantastic work culture.The...

As a leading specialist in financial services recruitment, Recruit UK | Certified B Corp™ is proud to present an exceptional opportunity for a seasoned professional to join our prestigious client's team in Staffordshire.Salary: Up to £65,000 per annum (dependent on skill-set and qualifications)The role of Technical Manager is pivotal in bridging the gap...

Job OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...

Technical Paraplanning Support RoleA leading wealth management firm based in Lichfield seeks an experienced Paraplanner Manager to support their team in Staffordshire. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, and exposure to managing clients of all varieties within wealth planning. Ability to coach and...

Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...

Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...

About the RoleWe are seeking a skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will play a pivotal role in bridging the gap between senior advisers and the technical planning support team.Key Responsibilities include:Supporting a team of Financial Advisers and Chartered Financial PlannersAssisting with client engagement...

Carrington West is a leading private planning consultancy based in Staffordshire, UK. We deliver high-quality planning solutions tailored to our clients' needs, focusing on a range of projects from residential, commercial, rural, infrastructure, and heritage.We are seeking an experienced Town Planner to join our growing team as a Principal/Associate Town...

Job DescriptionThis exciting opportunity involves leading and managing planning projects from inception to completion, ensuring compliance with relevant regulations and guidelines. As a key member of our team, you will provide expert advice on planning policies, applications, and appeals, conducting site appraisals, feasibility studies, and impact...

Job DescriptionAs a Technical Planning Support Manager, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners, assisting with client engagement, conducting data analysis and research, providing technical paraplanning support, and managing the financial planning support team.You will play a key role in...

Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...

Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior...

Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...

Paraplanning Manager RoleWe are seeking a skilled and experienced Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.This is a pivotal role that requires strong technical...

Job Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...

Job Description Job Title: Technical Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap...

Job Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...