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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 LIMITEDNJR Recruitment
Birmingham
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
Job Source: NJR RecruitmentReed
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+CoFinlink 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 LtdBruin
Birmingham
Job Description 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
Job Source: BruinReed
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: ReedSolihull
Role: Paraplanner
Location: Solihull
Salary: £45,000 - £55,000
Duration: Permanent, Full Time, Hybrid
Benefits: 30 days annual leave + bank holidays, Discretionary annual bonus
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Paraplanner to directly support one Financial Adviser.
This company focuses on long-term lifestyle financial planning with a trustworthy, and integrated approach , and the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.You will have the opportunity to:
Directly support with high-net-worth clients on complex cases
Prepare for and attending client meetings
Gather research and analyse information
Product suitability letters and reports
Conduct cash flow modelling
Communicate with clients directly on complex queries
Construct financial plans with the Adviser
Keep up to date with technical, legislative and regulatory changes
Supervise the work of the Administrators
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
What’s needed to be considered for Paraplanner position?
In order to be considered for this unique opportunity, candidates need to have -
5+ years of experience in a Paraplanning position
Hold Chartered Financial Planner status by CII or close to
Experience using IO is desirable
Proven experience of providing quality support to Financial Planner
Have excellent knowledge of investment, life and pensions products and current legislation
Experience with cashflow modelling
What's on offer?
Competitive salary up to £55,000
Discretionary annual bonus
Hybrid working - 3 days a week in Solihull office
30 days annual leave + bank holidays
Continual learning and development
What next?
Apply today to be considered for this Paraplanner . If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Paraplanner, Chartered, Financial Services, Wealth Management, hybrid
Email Alert for Paraplanner jobs in Solihull
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