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Recruit UK
Bromsgrove
Job Title: Paraplanner Industry: Financial Planning Location: Bromsgrove - Predominantly remote Salary: £30,000 - £40,000 Job Reference: 9000 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with
Job Source: Recruit UKHeat Recruitment Ltd
Birmingham
Job Title: Paraplanner Location: Edgbaston (B15), UK Salary: £28,000-£40,000 per annum Benefits * Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote) * 26 days holiday + bank holidays + increasing entitlement with LOS * Matched pension + NI employer contributions * Critical Illness & L
Job Source: Heat Recruitment 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 PARTNERSHIPRecruit UK | Certified B Corp™
birmingham, england, United Kingdom
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. T
Job Source: Recruit UK | Certified B Corp™Capio 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 PlanningIDEX 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 UKbirmingham, england, United Kingdom
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, life insurance, tax planning and investment management
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation
Draft and co-ordinate technical documents and research for client presentation.
Take initiative to maintain technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
To be considered for this role you will already be providing a first-class paraplanning service as well as having experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. You must also be working towards or achieved your Level 4 Diploma in Financial Planning.
There is potential for this role to move into an advisory role – with full training and support –should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Paraplanner jobs in birmingham, england, United Kingdom
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