ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Ortus 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 UK
Bromsgrove
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 Trai
Job Source: Recruit UKRecruit 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
Warwick
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 LtdFinlink 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 LtdIDEX 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 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 PARTNERSHIPSolihull
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 opportunity for an ambitious Trainee Paraplanner to join their prestigious office based in the Birmingham area.
The main purpose of this role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.
Responsibilities
- Develop and maintain effective relationships with clients and colleagues.- Prepare suitability reports appropriate to level of experience and under relevant supervision. - Ensure all relevant compliance paperwork has been carried out.- Carry out technical research as part of the existing arrangement review process.- Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.- Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.- Obtain data on in-house and third-party products to provide technical valuations as required.- Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information to prepare the necessary suitability check.- Deal with client and insurer queries to completion as appropriate.- Ensure that client queries are appropriately investigated, and accurate responses given.- Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
The successful candidate will need to have proven experience working within Financial Services within an IFA environment for ideally 3 years, with knowledge of IFA products and ideally be working towards your Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills.
Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and always displaying professionalism.
Trainee Paraplanner jobs in Solihull
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.