Financial Planning Professional
2 weeks ago
We are seeking a highly skilled Financial Planning Professional to join our team and take on a challenging role involving the management of an existing client portfolio.
As a key member of our team, you will be responsible for providing ongoing financial planning services to clients in Wolverhampton, Bridgnorth, and Birmingham.
Key Responsibilities:- Develop and implement effective financial plans for clients
- Build and maintain strong relationships with clients and colleagues
- Identify and pursue new business opportunities to drive growth
Salary: £50,000 - £70,000 per annum, reflecting the importance of this role in delivering exceptional client outcomes.
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UK Financial Planning Professional
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeUK Financial Planning Professional Role:Premier Jobs UK Limited is seeking a highly motivated and experienced Financial Adviser to join our team in the UK. The successful candidate will have the opportunity to inherit a client bank and take over ongoing financial planning services.The role requires a deep understanding of financial planning principles,...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob SummaryAre you a skilled Financial Adviser looking to take your career to the next level? We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a fantastic opportunity to work with a fully independent firm, providing excellent service and new business opportunities.As a Financial Planning Specialist, you...
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Financial Planning Expert
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeJob Title: Financial Planning ExpertWe are seeking a highly motivated and experienced professional to join our team as a Financial Planning Expert. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.This is an exciting opportunity for someone who wants to make a real...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to provide technical support to our team of financial Advisors and Directors. This role offers an exciting opportunity to work with an established firm of Financial Planners.Key Responsibilities:Provide expert advice on financial planning factors to clients.Utilize suitable plans and...
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Financial Planning Manager
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Ltd Full timeThe Role:OverviewThis role is central to driving business insights, supporting strategic decision-making, and ensuring robust financial management across the organisation.Lead the group-wide budgeting, forecasting, and long-term financial planning processes, ensuring alignment with corporate objectives.About You:You are a results-driven finance professional...
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Financial Planning Manager
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Title:Financial AdvisorAbout the Role:This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides an excellent opportunity to inherit a client bank and take over ongoing financial planning services.You will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly acquired clients. The...
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Financial Planning Director
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full timeAbout UsGSF Car Parts is a leading UK automotive parts distributor, supplying thousands of independent garages with parts, tools, and specialist training. We have over branches nationwide and a turnover exceeding £100 million.We are seeking a seasoned Financial Planning Director to join our executive team. As a key member of the leadership team, you will...
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Financial Planning Advisor
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time**Job Title:** Financial Planning AdvisorRetaind Limited is seeking a highly skilled Financial Planning Advisor to join our team in Pattingham, just outside Wolverhampton.**About the Role:**This is an exciting opportunity for a Paraplanner with 2-5 years of experience in a similar environment to work closely with our Paraplanning Lead in researching,...
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Financial Planning Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob TitleParaplannerAbout the RoleWe are working with a well-established firm of Financial Planners as part of St James Place to find a skilled Paraplanner.Job DescriptionThis role involves providing technical support to Advisors and Directors in informing and advising on financial planning factors and suitable plans and products. You will also be...
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Financial Planning Expert
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a highly skilled Financial Planner to join our team as a Financial Planning Expert.As a Financial Planning Expert, you will be responsible for creating and implementing comprehensive financial plans for our clients, taking into account their individual needs and goals.The ideal candidate will have excellent analytical and problem-solving...
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Technical Advisor for Financial Planning
6 days ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at NJR Recruitment. As a key member of our finance team, you will play a crucial role in supporting our Advisors and Directors in creating comprehensive financial plans for our clients. Your expertise will help us deliver high-quality services and maintain our reputation as a leading...
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Financial Services Professional
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob Title: Financial Services ProfessionalThis employed Financial Services Professional role offers the opportunity to join a dynamic team of experienced professionals working together to deliver exceptional financial services. Covering Birmingham, Wolverhampton, and Bridgnorth, this position involves taking over an existing client bank and continuing to...
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Financial Planning Expert
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited seeks an experienced Financial Planning Expert to join our team. This employed role encompasses the areas of Wolverhampton, Bridgnorth, and Birmingham, offering a unique opportunity to take over an existing client bank and provide ongoing financial planning services.You will inherit clients from one of our Directors and also newly...
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Financial Planning Specialist
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob Title: Financial AdvisorCompany Overview: Premier Jobs UK is proud to partner with a highly successful and independent financial advice group. Since its inception in 2011, the company has grown significantly through strategic acquisitions and organic growth.Salary and Benefits: This exceptional opportunity comes with a salary of circa £55,000 plus...
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Financial Planning Specialist
3 days ago
Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full timeJob OverviewWe are seeking an experienced Financial Planning Specialist to join our team at NJR Recruitment. The ideal candidate will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, as well as utilizing suitable plans and products.The salary for this role is approximately £35,000 - £40,000...
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Senior Financial Planning Consultant
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis exciting opportunity as a Senior Financial Planning Consultant in Wolverhampton, Bridgnorth and Birmingham presents the chance to inherit an existing client base and take on ongoing financial planning responsibilities.The ideal candidate will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly...
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Senior Financial Planning Manager
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Premier Jobs UK Limited is seeking an experienced Financial Adviser to join our team in Birmingham, Wolverhampton and Bridgnorth areas. As a Wealth Management Consultant, you will inherit a client bank and take over the ongoing financial planning servicing.Key Responsibilities: Your key responsibilities will include maintaining relationships...
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Financial Planning Specialist
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeRole Overview:We are seeking an experienced Financial Planning Specialist to join our team in Wolverhampton, Bridgnorth, and Birmingham. This role presents a unique opportunity to inherit a client bank and take over ongoing financial planning servicing.As a Financial Planning Specialist, you will be responsible for delivering exceptional service to maintain...
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Financial Planning Specialist
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeCompany Overview:Premier Jobs UK Limited provides financial services in Wolverhampton, Bridgnorth, and Birmingham. Our team offers a supportive environment for financial planners to grow and develop.Salary: £50,000 - £60,000 per annum, depending on experience.Job Description:Inherit a client bank from one of our directors and take over ongoing financial...
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Financial Planning Specialist
22 hours ago
Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full timeParaplanning Role at Retaind LimitedWe are seeking an experienced Diploma-qualified Paraplanner to join our growing financial planning business in a similar environment.Estimated Salary: £40,000 - £50,000 per annum (based on experience)About the JobKey Responsibilities:Provide technical support to Advisors and Directors on financial planning factors,...