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Trainee Paraplanner
5 days ago
Ortus PSR Bromsgrove, United KingdomJoin one of the UK's leading independent financial advisory and wealth management firms with an exciting opportunity to grow as an IFA Senior Administrator in their Bromsgrove office, with hybrid working opportunities; 2 days from home and 3 in the office.This is a fantastic oppo ...
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Paraplanner
1 week 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
5 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 ...
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Paraplanner
5 days 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
3 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 ...
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Paraplanner
4 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
2 weeks ago
Recruit UK Cheltenham, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**:Cheltenham · **Salary**: £32,000 - £40,000 · **Job Reference**:7597 · Recruit UK is working on an excellent opportunity for a Paraplanner in Cheltenham, to join a leading Financial Planning firm. · Our c ...
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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 ...
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Paraplanner
1 week ago
Recruit UK | Certified B Corp™ Bromsgrove, Worcestershire, United KingdomJob Title: Paraplanner · Industry: Financial Planning · Location: Bromsgrove – Predominantly remote · Salary: £30,000 – £40,000 · Job Reference: 9000 · Job Description: · Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Indepen ...
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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 ...
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Paraplanner
1 week 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
4 days ago
Cavendish Maine Cheltenham, United Kingdom Full timeWe are currently recruiting an experienced Paraplanner for a Chartered Financial Planning firm in Cheltenham. · Job description · The role includes but is not limited to: · Obtaining and analysing information from providers · Conducting technical research · Creating accurate cash ...
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Paraplanner
6 days 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
3 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
1 week ago
Recruit UK | Certified B Corp™ Bromsgrove, United KingdomJob Description · Job Title: Paraplanner · Industry: Financial Planning · Location: Bromsgrove – Predominantly remote · Salary: £30,000 – £40,000 · Job Reference: 9000 · Job Description: · Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to joi ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Cheltenham, United Kingdom**Job Title: Paraplanner** · **Location: Cheltenham** · **Salary: £30,000 - £42,000 (DOE)** · **The Company**: · The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding service. Developmen ...
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Paraplanner
1 week 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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Experienced Paraplanner
2 weeks ago
Cranleigh Personnel Stafford, United Kingdom**Job Title: Paraplanner** · **Location: Stafford** · **Salary: up to £45k depending upon experience** · **Are you a Paraplanner?** · - Do you feel that you are not using your technical skills as much as you should be? · - Do you want to work in an environment that appreciates a ...
Paraplanner - Bromsgrove, Worcestershire, United Kingdom - Recruit UK | Certified B Corp™
Description
Job Title:
Paraplanner Industry:
Financial PlanningLocation: Bromsgrove – Predominantly remoteSalary: £30,000 – £40,000
Job Reference: 9000
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Bromsgrove due to continued success and growth.
This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.This role is predominantly from home, but you will be expected to attend the office for 121s and team meetings.
Duties as a paraplanner will involve, but not be limited to:Building cash flow modelsPrepare recommendations and suitability reportsUndertake research to identify suitable solutions to meet the clientsPrepare information/comparisons for analysis by PlannerEstablish and build strong relationships with clients What's in it for you?Salary negotiable dependent on skills and experience up to £40,000Discretionary bonus schemeThe company will match pension contributions up to the rate of 5%Generous sick payPredominantly work from homeGroup death in serviceGroup Income ProtectionAssistance with future examinations28 dates annual leave (FTE)
Online discounts portal Skills and experience required:
Level 4 Diploma or equivalent (desirable)
Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protectionExperience using client cash-flow modelling software is preferableStrong suitability report writing skills 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 is pleased to be working with an Independent Financial Advice firm based near Market Harborough 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 job 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.