Jobs
>
Birmingham

    Paraplanner - Birmingham, United Kingdom - Bruin

    Default job background
    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 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.


  • Ortus PSR

    Paraplanner

    3 days ago


    Ortus PSR Birmingham, United Kingdom

    The 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 ...

  • IDEX Consulting Ltd

    Paraplanner

    1 day ago


    IDEX Consulting Ltd Birmingham, United Kingdom

    Our 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 ...

  • MERJE Ltd

    Paraplanner

    2 days ago


    MERJE Ltd Birmingham, United Kingdom

    My 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 ...

  • Reed Insurance

    Paraplanner

    1 day ago


    Reed Insurance Birmingham, United Kingdom

    MY 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 ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    1 week ago


    CAPIO RECRUITMENT LIMITED Birmingham, United Kingdom

    Capio 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 ...

  • MERJE Ltd

    Senior Paraplanner

    7 hours 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 ...

  • mbf.

    Paraplanner

    3 days 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 ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    1 week ago


    CAPIO RECRUITMENT LIMITED Dudley, United Kingdom

    Capio 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 ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    1 week ago


    CAPIO RECRUITMENT LIMITED Wolverhampton, United Kingdom

    Capio 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 ...

  • Tempest Jones

    Paraplanner

    1 week ago


    Tempest Jones Eckington, United Kingdom

    A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an attractive be ...

  • mbf.

    Paraplanner

    1 week 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 ...

  • Recruit UK

    Paraplanner

    1 week ago


    Recruit UK Telford, United Kingdom

    **Job Title**:Paraplanner · **Industry**:Financial Services · **Location**:Telford · **Salary**:£32,000 - £35,000 · **Reference Number**:7433 · Recruit UK are working on an excellent opportunity for a Paraplanner in Telford to join a Financial Planning firm. · It's an exciting ti ...

  • GCB Recruitment

    Paraplanner

    4 days ago


    GCB Recruitment Coventry, United Kingdom

    Our 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 ...

  • CB3 Associates Ltd

    Paraplanner

    4 days ago


    CB3 Associates Ltd Colton, United Kingdom

    **The Company**: Regional IFA firm linked to an accountancy group looking to add a Paraplanner to their adviser support team. It's a Colton, East Leeds based head-office and with a hybrid office/home working setup they are looking for someonewith research/report writing experienc ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    1 week ago


    CAPIO RECRUITMENT LIMITED Coventry, United Kingdom

    Capio 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 ...


  • Cameron James Burton-on-Trent, United Kingdom

    About 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 ...

  • Openwork Services Limited

    Paraplanner

    3 days ago


    Openwork Services Limited Birmingham, United Kingdom Permanent, Full time

    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 Pra ...

  • Bruin

    Paraplanner

    1 day ago


    Bruin Birmingham, United Kingdom

    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 qua ...

  • Search Consultancy

    Paraplanner

    3 days ago


    Search Consultancy Staffordshire, United Kingdom

    Paraplanner based in Staffordshire · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 ...

  • Idex

    Paraplanner

    1 week ago


    Idex Birmingham, United Kingdom

    A fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. · Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role. · The primary duties for this role includes research and r ...