ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
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 LIMITEDClever-HR
Coventry
An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm! Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years,
Job Source: Clever-HRmbf.
Birmingham
Paraplanner - Birmingham, hybrid (1 day per week in office, minimum) - National Wealth Management Organisation Salary negotiable to £50,000 + Comprehensive company Benefits package We are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join their team in the busy Birming
Job Source: mbf.Heat Recruitment
Solihull
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
Job Source: Heat RecruitmentNJR Recruitment
Solihull
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses. A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area. The successful candidate will be
Job Source: NJR RecruitmentIDEX Consulting Ltd
Birmingham
My client is a UK wide IFA group with as strong presence in the Midlands.Following a period of expansion they now service clients across four well placed offices throughout the region. Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners. Responsibilities: Liaise closely with
Job Source: IDEX Consulting LtdTalent Finder
Coventry
Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals? If so, our clie
Job Source: Talent FinderOpenwork Services Limited
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: Openwork Services Limitedbirmingham, 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, life insurance, tax planning and investment management
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation
Draft and co-ordinate technical documents and research for client presentation.
Take initiative to maintain technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
To be considered for this role you will already be providing a first-class paraplanning service as well as having experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. You must also be working towards or achieved your Level 4 Diploma in Financial Planning.
There is potential for this role to move into an advisory role – with full training and support –should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Paraplanner jobs in birmingham, england, United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.