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CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio recruitment are working with an award winning wealth management firm with growing ambition. They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives. They have successfully grown in theirbusiness and reputatio ...
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Trainee Paraplanner
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Capio Recruitment Financial Planning Solihull, United Kingdom permanentJob Title: Trainee Paraplanner · Salary: Birmingham · Location: £26,500 - £28,500 · The Company: · An established Wealth Management Company, who are very client focused and want to ensure the best quality services to every individual. They have a family focused approach to their ...
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Trainee Paraplanner
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Heat Recruitment Birmingham, United Kingdom permanentJob 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 · M ...
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Paraplanner - Solihull, United Kingdom - mbf.
Description
Paraplanner - Solihull, hybrid (1 day per week in office minimum)£30,000 to £40,000 plus company benefits and discretionary bonus.
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager.
Our client is seeking a talented Paraplanner to join their growing team.Why This Role?
Flexible Working :
Embrace the balance of remote work with only one day per week required in the office for team meetings.
Competitive Salary :
Earn between £30,000 - £40,000 per annum, plus a discretionary bonus and benefits.
Career Progression :
With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement.
Our client does have experience in offering their staff a route into client facingpositions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.
Key Responsibilities:
Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
Collaborating closely with advisors to provide tailored financial solutions.
Conducting in-depth research and analysis to support client recommendations.
Ensuring compliance with industry regulations and company standards.
Who We're Looking For:
Experience :
Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also
encouraged to apply.
Skills :
Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
Qualifications :
Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.
Join Our Client's Vision:
Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.
