- Suitability report writing
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records.
- Work as part of the team to deliver the highest level of client service.
- Perform general office administration tasks as required and provide holiday cover.
- Perform and update back-office systems and platforms.
- Research and analysis
- Attend client meetings
- Competitive salary up to £4,2000
- 26 days annual leave plus bank holidays and option to purchase up to 10 more
- Life insurance
- Company pension
- Study support and paid study leave
- Generous bonus scheme
- Hybrid working
- Income protection
- Previous Paraplanning experience
- Level 4 Diploma Qualified or on the way to being qualified
- Excellent knowledge and understanding of Financial Planning products and regulations
- Ability to utilise Intelligent Office and FE Analytics
- Attention to detail
- Excellent organisational skills
- Communication skills
-
Paraplanner
1 week 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 ...
-
Paraplanner
5 days 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 ...
-
Paraplanner
6 days 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 ...
-
Paraplanner
5 days 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 ...
-
Paraplanner
2 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 ...
-
Senior Paraplanner
4 days 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 ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
2 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 ...
-
Paraplanner
2 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 ...
-
Paraplanner
2 weeks ago
Tempest Jones Eckington, United KingdomA 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 ...
-
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 ...
-
Paraplanner
2 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 ...
-
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 ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
2 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
1 week 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 ...
-
Paraplanner or Trainee Paraplanner
1 week 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 ...
-
Paraplanner
1 day ago
Recruit UK Birmingham, United Kingdom Full timeJob 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. ...
-
Paraplanner
2 weeks ago
Idex Birmingham, United KingdomA 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 ...
-
Paraplanner
2 days ago
Bruin Birmingham, United KingdomJob DescriptionMy 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 ...
Paraplanner - Birmingham, United Kingdom - Recruit UK | Certified B Corp™
Description
Job 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 Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This is an exciting opportunity for someone looking to develop their career further in the finance industry.
Responsibilities:
What's in it for you:
Skills and experience required:
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Birmingham on a Paraplanner role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
Take a holistic mindfulness approach – career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
