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TEMPLEGATE 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 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 LtdReed
Birmingham
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Job Source: ReedReed
Coventry
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Job Source: ReedReed
Coventry
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Job Source: ReedRecruit 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 UKBruin
birmingham, 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
Job Source: BruinBirmingham
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 deliver a high quality service to their clients.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry. Full level 4 qualifications are desirable but not essential but experience, technical knowledge and a good work ethic are a must
This is an full time office based role, located in the Harborne area of South West Birmingham.
Duties and Responsibilities to include but not limited to
To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser
To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements.
To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
Provide ad hoc research and administrative support to the Principal/adviser as and when required
Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
Knowledge and kills Required
Minimum 2 to 5 years’ experience in an administrative/ paraplanner role based in a Financial Advice business or the Financial Services Industry
An understanding of fund management, UK taxation, life insurance and investment products
IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
Experience in using platforms, cashflow modelling and analytics tools
Strong communication skills gained within a provider and client facing role
You will
Have a strong personal work ethic
Have the ability to work to tight deadlines
Have strong organisational skills
If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
Paraplanner jobs in Birmingham
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