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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 RecruitmentRecruit 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 LIMITEDReed
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: ReedKate+Co
Coventry
This is a full time permanent role, offering hybrid working (3 days in 2 days from home), training and progression opportunities, free parking and a salary ranging from £25-28k. We have partnered with a finance organisation who are recruiting a Paraplanner to join their growing team based at their modern purpose built offices In the Berkswell area.
Job Source: Kate+CoRecruit 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 UKMERJE 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 LtdBirmingham
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 unleash their full potential.
Join this dynamic team as they continue to grow and expand their client base across various industries. With their commitment to excellence and innovation, you'll have the chance to develop your skills and become an integral part of our success.
What's in it for you?
Career Advancement: Step up from an Administrator to a Paraplanner, expanding your responsibilities and professional horizons.
Immerse yourself in a supportive and collaborative team that values your contributions and growth.
Access comprehensive training programs and resources to enhance your knowledge and expertise.
Work in a modern office equipped with the latest technology to streamline your work processes.
The team promote a healthy work-life balance, ensuring you have time for personal pursuits and well-being.
Responsibilities:
Assist the Paraplanners in managing the administrative aspects of the role, ensuring efficient workflow and client support.
Gather and analyse client data to facilitate the creation of accurate financial plans and investment strategies.
Prepare and maintain client files, ensuring all documentation is accurate, complete, and compliant.
Collaborate with the Paraplanners to create clear and concise reports and presentations for client meetings.
Conduct research on various financial products and solutions to assist in identifying suitable recommendations.
Requirements:
Previous experience as an Financial Services Administrator / IFA Administrator, demonstrating a solid understanding of financial services operations.
Trainee Paraplanner jobs in Birmingham
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