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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
Birmingham
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
Job Source: Finlink LtdReed
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: ReedReed
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+CoNJR Recruitment
Birmingham
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
Job Source: NJR RecruitmentTEMPLEGATE RECRUITMENT LIMITED
Birmingham
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 Source: TEMPLEGATE RECRUITMENT LIMITEDHeat Recruitment
Birmingham
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 RecruitmentBirmingham
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 successful candidate will support the advisers and help deliver quality advice to clients.
Diploma Qualified or on your way to being (Preferably CII).
Experience of writing Suitability Reports including new business, investment, and pension transfers.
Proficient with technical nature of advice; such as pension tax relief, carry forward, inheritance tax, capital gains tax, investment bonds, transfer process.
Excellent knowledge of Excel and Word with ability to manage spreadsheets.
Attend some client meetings and write up meeting notes.
Comfortable with using wealth management tools - FE Analytics/ATEB/AdviserAsset/Intelligent Office.
Literacy, numeracy and attention to detail are crucial for this role.
Excellent organisational skills, prepared to work as part of a team and independently.
Hard-working, friendly, easy going, and open to ideas
Prepared to listen, learn, improve skills and processes.
NJR14692
Email Alert for Paraplanner jobs in Birmingham
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