- Produce and distribute annual reviews and client communications
- Monitor risk exposure, fees, and performance
- Utilize tools like FE Analytics, Dynamic Planner Risk Profiling System, and cashflow modelling
- Research and recommend tax-advantaged investment products
- Deliver advice via various platforms and products, including ISA/SIPP/Offshore Bonds and collectives
- Research and recommend personal pension products, focusing on self-invested personal pensions
- Use industry calculators and models for goal setting and financial modelling
- Senior Paraplanner required skills and experience:
- Proficiency with financial planning tools and systems
- Familiarity with a wide range of financial products and providers
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Paraplanner
2 weeks ago
Ortus PSR Birmingham, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic national Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Research the most ...
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Paraplanner
2 weeks ago
IDEX Consulting Ltd Birmingham, United KingdomOur client is a national firm of Financial Advisers with offices in central Birmingham who provide high quality financial planning and wealth management. · As part of their ongoing growth plan they are seeking a Paraplanner to join a supportive support team. · Responsibilities in ...
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Paraplanner
2 weeks ago
MERJE Ltd Birmingham, United KingdomMy client operating in the Wealth Management space is looking for a Paraplanner to join the team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and delivering comprehensive financial ...
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Paraplanner
4 days ago
Ortus PSR Birmingham, United KingdomA national IFA firm is looking to hire a Paraplanner in Birmingham to support the regional IFA's. · You will provide vital technical support to the Financial Planners and a positive experience for will p lay a critical role in the advisory service by reviewing, analysing, and pr ...
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Paraplanner
2 weeks ago
Reed Insurance Birmingham, United KingdomMY CLIENT is the UK's leading Wealth management and professional services group and due to growth they seek a Paraplanner to join their Birmingham team however you have the choice to work from the office, be hyriid or home based with 1 or 2 days a monthin the office.Salary depend ...
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Paraplanner
3 weeks ago
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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Paraplanner
2 days ago
CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio recruitment are working closely with a Wealth Management firm with growing ambition to take on a Paraplanner in Wolverhampton. Our client provides holistic advice and specialises in retirement, tax planning, wealth management, with values of puttingthe client first at every ...
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Technical Paraplanner
2 days ago
Ernest Gordon Recruitment Birmingham, United KingdomTechnical Paraplanner (Hybrid / Study Support - Level 6) · £40,000 - £50,000 + Hybrid (2 Days WFH) + Pension + 34 Days Holiday + Bonus (up to £5,000) + Study Support (Level 6) + Progression · Edgbaston Village, Birmingham · Are you a Paraplanner looking to join a tight knit Fina ...
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Senior Paraplanner
2 weeks ago
MERJE Ltd Birmingham, United Kingdom**Salary: £48,000 + benefits** · A fantastic opportunity to join a leading wealth management organisation in their Research team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and del ...
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Paraplanner
2 weeks ago
mbf. Solihull, United Kingdom**Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K** · Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financi ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Dudley, United KingdomCapio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements.They offer holistic a ...
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Paraplanner
1 week ago
Pertemps Redditch Commercial Solihull, United KingdomAre you an experienced Paraplanner looking for your next career move or a Trainee Paraplanner wanting to take your next step forward? · My client are a bespoke financial services consultancy recruiting for a Paraplanner to join their rapidly growing friendly team. · Duties requir ...
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Paraplanner
3 days ago
Mazars Sutton, United KingdomOur unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to: · - Individuals · - Business Owner-Managers · - Trustees - Private a ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Wolverhampton, United KingdomCapio recruitment are working closely with a Wealth Management firm with growing ambition to take on a Paraplanner in Wolverhampton. Our client provides holistic advice and specialises in retirement, tax planning, wealth management, with values of puttingthe client first at every ...
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Paraplanner
3 weeks ago
mbf. Coventry, United Kingdom**Experienced Paraplanner - Growing Coventry based IFA practice - Salary negotiable depending on experience** · MB Fitgzerald are currently working with a busy Chartered Financial Planning practice in Meriden, Coventry who are looking to add an experienced Paraplanner to their bu ...
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Paraplanner
6 days ago
Bruin birmingham, United KingdomMy 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 ...
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Paraplanner
5 days ago
CooperGrey Recruitment Ltd Birmingham, United KingdomThe role: · A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works · with a large ...
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Paraplanner
2 weeks ago
GCB Recruitment Coventry, United KingdomOur client, a well-established financial planning firm in Coventry is recruiting a Paraplanner to join their successful business. This position is available due to how well our clients are doing, therefore there is room to expand the team in order to continueon that upward trajec ...
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Paraplanner or Trainee Paraplanner
2 weeks ago
Cameron James Burton-on-Trent, United KingdomAbout the company: · Our Clients were established in the early 1980's and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. · They have an extensive team of highly qualified experienced independent financial advisers, many ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Coventry, United KingdomCapio recruitment are working with an independent Financial Planning firm based in Coventry for an experienced Paraplanner to join their team. The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.They provide holistic ...
Paraplanner (Permanent) - Birmingham, United Kingdom - GMP Recruitment Ltd
Description
GMP Recruitment are proud to be partnered with a highly successful and ever-growing financial planning business located in Birmingham.We are currently supporting their recruitment for a Senior Paraplanner to join their team on a full time, permanent contract.
The firm offers truly independent, holistic financial planning advice to company owners, HNWs and mass affluent clients.
This position is working Monday - Friday 37 hours a week and you will be offered a salary up to £50,000 which is demonstrable with relevant experience.
You will work closely with advisers and may shadow the lead adviser in client meetings to understand client needs and financial planning solutions.
Senior Paraplanner main duties: