Current jobs related to Experienced Paraplanner for Financial Planning Team - Wolverhampton, Wolverhampton - Rico Property Finance Ltd (TA D&R Recruitment)
-
Financial Planning Specialist
2 months ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner 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 Assistant
1 day ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Retaind Limited in Pattingham, just outside Wolverhampton. The successful candidate will work closely with the Paraplanning Lead to deliver exceptional results.Salary: £38,750 per annum (based on experience)About YouYou have a Diploma qualification in a relevant...
-
Financial Planning Assistant
6 hours ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout the Role:We are looking for an experienced Paraplanner to join our team at NJR Recruitment. As a Paraplanner, you will play a key role in supporting our advisors and directors in providing excellent client service.Key responsibilities include providing technical support to advisors, researching and analyzing financial products, and preparing and...
-
Financial Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob 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 Assistant
2 days ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Specialist to join our team at Retaind Limited. As a key member of our financial planning department, you will play a crucial role in supporting our advisors in providing exceptional client service.Key ResponsibilitiesTechnical Support: Provide expert technical support to our...
-
Senior Financial Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob 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...
-
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Adviser job in the West Midlands region presents a valuable opportunity to inherit an established client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the company, as well as newly acquired clients. Your primary objective will be to provide exceptional service and...
-
Financial Paraplanner
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner - Key Support RoleJob Type: Full-timeCompany: Artemis Recruitment Consultants LtdLocation: RemoteJob Description:Main Responsibilities:Provide high-quality support to the advisor team, responding to queries in a timely mannerInput CFR documentation onto SalesforceAnalyse financial products to meet client requirements and objectivesProduce...
-
Experienced Support Role
1 day ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeAbout the JobWe are recruiting an experienced Paraplanner to join our team at Retaind Limited in Pattingham, near Wolverhampton. The successful candidate will work closely with the Paraplanning Lead to achieve business objectives.Key Highlights:Estimated salary: £40,500 per annum (based on experience).A diploma qualification in a relevant field is...
-
Financial Services Specialist
2 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a well-established independent financial advice group with a strong presence in the UK market.The company has experienced significant growth since its inception in 2011, driven by strategic acquisitions and organic expansion through partnerships with accountancy firms and targeted marketing initiatives.This success...
-
Financial Planning Assistant
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Rico Property Finance Ltd (TA D&R Recruitment) Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Rico Property Finance Ltd (T/A D&R Recruitment). The ideal candidate will be an experienced professional with a strong understanding of the financial planning process.Key Responsibilities:Collaborate with the Financial Planner to discuss client objectives and assist in gathering...
-
Paraplanning Professional
1 day ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeJob DescriptionWe are looking for an experienced Paraplanner to join our team at Retaind Limited. As a Paraplanner, you will play a critical role in supporting our financial planners and contributing to the success of our business.Key Responsibilities:Providing administrative support to financial planners.Assisting with the preparation of reports and...
-
Strategic Financial Planning Manager
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full timeAbout 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,...
-
Financial Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob 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
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full timeAbout 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...
-
Senior Financial Support Specialist
6 hours ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout the Role:We are seeking an ambitious and motivated Paraplanner to join our expanding team at NJR Recruitment. The ideal candidate will hold a Level 4 Diploma, bringing at least two years of experience in a similar role, within a financial practice.As a key member of our team, you will provide high-quality support to advisors, respond to queries in a...
-
Financial Planning Support Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full timeWe 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...
-
Strategic Financial Planning Professional
2 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis employed Financial Adviser position covering Wolverhampton, Bridgnorth and Birmingham presents a unique opportunity to inherit a client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the business and also newly acquired clients. Your priority will be to deliver...
-
Strategic Financial Planning Director
1 month ago
Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full timeAbout The RoleAs a key business advisory role, you will provide financial support for strategic plans, run future financial projections, and manage budgeting, forecasting, reporting, and control of the P&L, cash flow, and capital adequacy. You will also be responsible for scenario analysis and risk management support, as well as project reporting and...
-
Financial Planning and Analysis Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Hamilton Woods Full timeJob 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...
Experienced Paraplanner for Financial Planning Team
1 month ago
We are seeking an experienced Paraplanner to join our Financial Planning team at Rico Property Finance Ltd (T/A D&R Recruitment).
Key Responsibilities:
* Collaborate with our Financial Planner to discuss client objectives and assist in gathering necessary information to compile comprehensive financial suitability reports.
* Identify planning areas and source solutions to meet client needs and objectives, including tax calculations when necessary.
* Ensure client information is collected and maintained in accordance with 'know your client' principles and company policy.
* Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy and prepare any necessary client documentation.
* Conduct fund research and analysis to support Financial Planner recommendations.
* Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
Requirements:
* A solid understanding of the financial planning process.
* Commitment to delivering quality service.
* Excellent client communication and relationship-building skills.
* Strong planning and prioritisation skills.
* Ability to work independently without supervision.
What We Offer:
* A very competitive base salary, negotiable, between £40,000 and £50,000.
* Hybrid working.
* Continuous career development.
* Exam support.
* Comprehensive benefits.
