Posted by ALH Recruitment Ltd • £35K/yr to £45K/yr
Paraplanner - Wolverhampton - 35-45k
ALH Recruitment are looking for an experienced Paraplanner to step into an exciting opportunity with a well-established client of ours in Wolverhampton with immediate effect.
The successful candidate will be responsible for working closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice.
Posted by Financial Divisions • £35K/yr to £45K/yr
Paraplanner with a route to being an Adviser - SJP experience required - Wolverhampton office - Basic salary £35k - £45k - Full study support to Chartered status
My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
Posted by Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.
Posted by Financial Divisions • £40K/yr to £45K/yr
Paraplanner with a route to being an Adviser - Boutique Wealth Management Firm - Wolverhampton office - Basic salary £45k - Full study support to Chartered status
My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
They are currently looking for an experienced level 4 Diploma qualified Paraplanner to join the team
This role is based in Wolverhampton therefore we are looking for some within a commutable distance to the office, however the client will allow 2 days working from home if required
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand
Posted by Financial Divisions • £35K/yr to £45K/yr
Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status
My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.