Wealth Planning Coordinator

Key ResponsibilitiesWe are looking for a Planning and Coordination Executive to join our team in Nottingham City Centre. As a key member of our Strategic Partnerships team, you will be responsible for maintaining databases and spreadsheets, analysing data, and conducting competitor analysis.You will also support the organisation and management of events,...

Senior 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...

About 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...

CleverHR is seeking a Holistic Wealth Advisor to provide full holistic wealth advice to new private clients/business owners acquired through networking/webinars/events assisted by the in-house marketing team, as well as referrals received. The estimated salary for this role is £45,000 - £55,000 per annum.About the JobThis role involves developing financial...

Bruin 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...

About 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...

Role OverviewAs a Senior Wealth Advisor with our International Wealth & Investment Management organisation, you will play a pivotal role in delivering expert financial planning advice to a diverse range of high net worth clients. Your primary responsibility will be to manage and develop relationships with a portfolio of HNW clients, providing continuous...

Job 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...

Role OverviewThis is a fantastic opportunity to advance your career in a vibrant and supportive environment. You will be working closely with the Strategic Partnerships team to deliver tax-advantaged investment solutions to the UK wealth management industry.The ideal candidate will have prior experience in an administration or paraplanner role, with high...

The Sacco Mann firm in Nottingham are seeking a dedicated and ambitious Private Wealth Lawyer to join their private client team. This exciting opportunity offers the chance to work with a high-net-worth client base and develop expertise in areas such as Wills, Trusts, LPAs, Probate, and Tax planning.The ideal candidate will be able to demonstrate strong...

We 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,...

Company OverviewWe offer award-winning personalised wealth management services to over 100,000 clients. Our services include discretionary wealth management, financial planning and investment portfolios to meet personal and professional ambitions.Based in our Nottingham office, we have a permanent Paraplanner opening with the opportunity to commute or...

We're seeking a talented Private Wealth Advisor to join our Private Client team at BDO UK LLP. As a trusted advisor to high-net-worth individuals and their families, you'll provide expert guidance on succession planning, restructuring projects, and complex UK tax computations.To succeed in this role, you'll need a strong understanding of potential risks to...

Job 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...

This 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...

We are looking for a skilled Planning and Coordination Specialist to join our team at CV-Library.About the JobThe ideal candidate will have experience in scheduling, planning, and coordination, preferably supporting engineers. A proven track record in a similar role is essential.Costs must be accurately recorded in accordance with contract terms.BUILD STRONG...

Job Description:The Technical Planning Coordinator will work with a world-class international manufacturer of ceramic products, based in the Nottinghamshire area.This role offers opportunities for training and career development, including management and leadership (ILM), Health and Safety (NEBOSH), IEMA (Environmental 14001), and Quality Manager training...

Company OverviewOur client is an International Wealth & Investment Management organisation who operates at the highest level.The company has significant financial backing, enabling them to carry out exciting plans which will place them at the forefront of the Financial Planning sector.

Nottingham-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...

A 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...