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MERJE Ltd
United Kingdom
Paraplanner MERJE, West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions
Job Source: MERJE LtdIDEX Consulting Ltd
Birmingham
A fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role.The primary duties for this role includes research and report writing and as such all candidates must be competent suitability repor
Job Source: IDEX Consulting LtdMERJE Ltd
United Kingdom
Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising w
Job Source: MERJE LtdRecruit UK
Birmingham
Job Title: Paraplanner Industry: Wealth Management Location:Birmingham Salary: £33,000 - £42,000 Reference Number: 9021 Job Description: Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This
Job Source: Recruit UKCapio Recruitment Financial Planning
Coventry
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including P
Job Source: Capio Recruitment Financial PlanningReed
Birmingham
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: ReedReed
Birmingham
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: ReedTEMPLEGATE RECRUITMENT LIMITED
Birmingham
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company:
Job Source: TEMPLEGATE RECRUITMENT LIMITEDBirmingham
My client is a UK wide IFA group with as strong presence in the Midlands.Following a period of expansion they now service clients across four well placed offices throughout the region. Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners. Responsibilities:
Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
Prepare complex research and recommendations across a wide range of Financial Planning solutions
Prepare findings ahead of client meetings
Preparing suitability reports based on suitable client outcomes
Ad hoc project work
Candidate requirements Essential to have worked in a similar Paraplanner role.Comprehensive understanding of Financial Planning solutions in retirement, investment and tax efficiency.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner jobs in Birmingham
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