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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
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
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
Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising w
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 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. This
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: Bruin
Paraplanner
Birmingham
£ 24000 - 30000/annum
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 appro...