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Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses. A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
The successful candidate will be
Role: Paraplanner
Location: Solihull
Salary: £45,000 - £55,000
Duration: Permanent, Full Time, Hybrid
Benefits: 30 days annual leave + bank holidays, Discretionary annual bonus
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Paraplanner to
Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises
Are you a detail-oriented individual with a passion for financial planning?
Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals?
If so, our clie
My client is a Global Firm of Wealth Managers. As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre.Actively supporting the Wealth Planners your duties will include;
Carrying out high quality research on a full range of financial planning products and services including pensions,
Job Source: Bruin Financial & Professional Services
Role: Paraplanner
Location: Birmingham
Salary: £24,000 to £30,000 (depending on experience)
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deli
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability repo
Job Source: Reed
Paraplanner
Birmingham
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.The successful candidate will have a broad technical knowledge and experience of working within a similar role and environment.They are looking for an accomplished individual with the initiative to develop in their role. The position is open to full or part time applications.You will need –• Experience writing bespoke reports.• CII Certification desirable, not required• Willingness to be fully office based.
The successful candidate will receive –
• Competitive salary, dependant on experience4 x Death in Service• 2 x Critical Illness• Health cash Plan• 4.5% matched pension• 22 days holiday plus ability to buy 5 more• Free parking• 1.30pm finish on Fridays• Bonuses – based on company performance and individual performance• Full support with Certification exams
If you're interested in applying for this role, please follow the link.