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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 UKHeat Recruitment
Leamington Spa
Job Title: IFA Administrator/Trainee ParaplannerLocation: WarwickSalary: up to £32,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation About Us:
Job Source: Heat RecruitmentTHE 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
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 UKRecruit 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™Bruin
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: BruinRecruit UK | Certified B Corp™
Bromsgrove
Job Description 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 clien
Job Source: Recruit UK | Certified B Corp™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 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
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