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NJR Recruitment
Solihull
Trainee Paraplanner Solihull £25,000 - £30,000 DOE On site parking Full time in the office Bonus scheme Our client is a well-established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals. My client now has an outstanding oppor
Job Source: NJR RecruitmentOrtus PSR
Birmingham
Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who’s looking to take the next step in your career? This is the opportunity you've been waiting for! We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and un
Job Source: Ortus PSRRecruit Wealth
Halesowen
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit WealthTEMPLEGATE 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 LIMITEDFinlink Ltd
Kidderminster
This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a
Job Source: Finlink LtdTHE OPENWORK PARTNERSHIP
Birmingham
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
Job Source: THE OPENWORK PARTNERSHIPIDEX Consulting Ltd
Birmingham
A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes research and report writing and as such all candida
Job Source: IDEX Consulting LtdRecruit UK
Birmingham
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham Salary: up to £40,000 (higher salary negotiable dependent on skill-set) Job Reference: 9071 Job Description : Recruit UK are working on a unique and exciting opportunity for a Paraplanner in Birmingham to join an Independent Financial Advice practice. My client are a bout
Job Source: Recruit UKBromsgrove
Job Title: Trainee Paraplanner
Industry: Wealth Management
Location: Remote (Midlands preferable)
Salary: £25,000 - 32,000
Job reference: 9010
Job Description:
Are you a financial planning administrator seeking the next step in your career?
Recruit UK are proud to be working with a prestigious wealth management firm that are recruiting for a Trainee Paraplanner. This will be a varied role and allow you to develop your skillset further, providing support to Financial Planners and writing suitability reports.
The ideal candidate will be midlands-based but work from home on a remote basis.
Duties will include:
Research and prepare reports for the financial adviser
Updating the CRM and ensuring this is compliant
Processing new business
Assist with quotations and illustrations
Preparing suitability reports
Undertaking product and fund research
Liaising with clients and Financial Planning team throughout the advice process, helping to manage the client relationship
Managing and prioritising tasks and workload
Benefits:
Salary between 25,000 - 32,000
Matched pension contribution - 5%
Generous sick pay
Flexible home and office working
Group death in service
Group Income Protection
Assistance with future examinations
Generous holiday allowance
Health Cash Plan
Online discounts portal
Skills and experience required:
Previous financial planning administration experience
At least one pass towards the Level 4 Diploma in Financial Planning required
Proficient use of Excel
Ability to multitask
Problem solving skills
Excellent communication skills - both written and verbal
Ability to work independently and as a team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm on a remote Trainee Paraplanner role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
Trainee Paraplanner - Remote jobs in Bromsgrove
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