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Financial Paraplanner
Found in: Jooble UK O C2 - 4 days ago
Bruin Birmingham, United KingdomAs the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre. · Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and invest ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 1 day ago
Openwork Services Limited Birmingham, United KingdomSalary: £24,000 to £30,000 (depending on experience) · 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, idea ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 1 day ago
Heat Recruitment Ltd Harborne, West Midlands, United KingdomJoin our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seek ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 3 days ago
Reed Birmingham, United KingdomReed Financial Services are representing a Chartered firm ofIndependent Financial Planners.Based in Birmingham, thisParaplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular r ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
mbf Birmingham, United KingdomJob Description · Paraplanner - Birmingham - National Wealth Management Organisation · to £42,000 + Comprehensive company Benefits package · We are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join ...
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Financial Adviser
Found in: SonicJobs Direct Apply UK - 5 days ago
Premier Jobs UK Limited Warwick, United Kingdom Full timeAre you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ind ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 3 days ago
Recruit UK | Certified B Corp™ Birmingham, United KingdomJob Description · 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 Paraplanne ...
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Paraplanner (Remote) (Permanent)
Found in: Jooble UK O C2 - 5 days ago
Heat Recruitment Ltd Birmingham, United KingdomParaplanner - Remote working - Up to £45,000 · An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. · What's on offer? · 7% employer pension contribution · 4xDIS · varying bonus schemes · * PMI · * full financial supp ...
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Paraplanner - Fully Remote
Found in: Jooble UK O C2 - 5 days ago
Heat Recruitment Ltd Birmingham, United KingdomParaplanner - Remote working - Up to £45,000 · 7% employer pension contribution · ~varying bonus schemes · ~ full financial support for industry qualifications · The firm in question have been expanding rapidly and as business levels continually increase, they need to maintai ...
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Paraplanner
Found in: Appcast UK C C2 - 4 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 (Permanent)
Found in: Jooble UK O C2 - 5 days ago
GMP Recruitment Ltd Birmingham, United KingdomGMP 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 t ...
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Paraplanner (Permanent)
Found in: Click to Hired UK C2 - 2 days ago
Heat Recruitment Ltd Birmingham, United Kingdom Permanent, Full timeJob Title: Paraplanner · Location: Edgbaston (B15), UK · Salary: £28,000-£40,000 per annum · Benefits · 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 L ...
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Financial Planning Administrator
Found in: Ziprecruiter UK C2 - 3 days ago
Bruin Birmingham, United KingdomJob Description · Financial Planning Administrator · Birmingham · Up to £30,000 + bonus, benefits & exam support · A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
Bruin Birmingham, United KingdomJob 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 qual ...
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Financial Planning Administrator Home and Office
Found in: Jooble UK O C2 - 3 hours ago
Bruin Birmingham, United KingdomFinancial Planning Administrator Birmingham · Up to £30,000 + bonus, benefits & exam support · A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser. · Writin ...
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Paraplanner
Found in: Appcast UK C C2 - 5 days ago
Heat Recruitment Ltd Harborne, United Kingdom Permanent, Full timeJoin our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seek ...
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Paraplanner Flexible working
Found in: Jooble UK O C2 - 1 day ago
Heat Recruitment Ltd Birmingham, United KingdomHybrid 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 · * Matched pension + NI employer contributions · * Critical Illness & Life Cover · * Annual bon ...
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Financial Advisor
Found in: Talent UK C2 - 4 days ago
The Job Guru Birmingham, United Kingdom Part time, Full timeThis is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a network that gives yo ...
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Financial Planning Administrator Home and Office
Found in: Jooble UK O L C2 - 1 day ago
Bruin Birmingham, United KingdomFinancial Planning AdministratorBirminghamUp to £30,000 + bonus, benefits & exam supportA Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.Onboarding clientsS ...
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Financial Advisor
Found in: Talent UK C2 - 1 hour ago
The Job Guru Birmingham, United KingdomJob Description · This is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a net ...
Financial Paraplanner - Birmingham, United Kingdom - IDEX Consulting
Description
Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity.
The primary duties for this role includes research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.
This role offers full flexibility to work from home or from offices in central Birmingham.Prepare suitability reports across a wide range of financial planning and investment solutions
Work closely with the Financial Planner to ensure the correct client centric outcome
Attend client meetings supporting Financial Planners
Report writing skills
This role comes with an excellent salary and benefits package.
Remote working or hybrid working available.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.#