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Paraplanner, Edgbaston
Largely office based
Up to £42,000, potentially higher
This Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner, who wants to be part of a close-knit team. In addition to a good salary, the business will provide exam support all the way to Chartered, and over time are happy to develop you into a financ
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
NJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgabston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. Our client want to appoint an experienced Paraplanner to join their well-established team. The suc
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
Paraplanner
Edgbaston ,Birmingham
£40,000 DOE
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunit
Templegate Recruitment Specialists in Financial Services Recruitment
Position: Paraplanner
Location: Edgbaston, Birmingham (office-based)
Benefits:
Parking
Lunch
Pension plan
Examination support
Sick pay
25 days holiday, plus bank holidays
Salary: £40,000 - £45,000 depending on experience and qualifications
About the Company: We are currently s
Job Title: ParaplannerLocation: Edgbaston (B15), UKSalary: £30,000 - £45,000 per annumBenefits
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 & Life Cover
Annu
Job Source: Heat Recruitment
Paraplanner
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 large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Edgbaston Office.
Role
In this role you will be supporting the firms experienced advisors to ensure they are giving the best financial advice to their large client base. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. In addition, you will research products, funds and investments, undertake tax calculations and keep up to date with tax rule changes.
Benefits
Hybrid working
Up to £40,000 Salary
31 holiday days (Including bank holidays)
Income protection
Life insurance
Employee Assistance program
Financial and personal well-being support
Virtual GP appointments
Company sick pay
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.