- 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 LOS
- Matched pension + NI employer contributions
- Critical Illness & Life Cover
- Annual bonus
- Quarterly team events
- In-house academy with full funding for relevant industry qualifications
- Work closely with financial advisors to understand client needs and tailor financial plans accordingly.
- Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
- Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.
- Sociable and comfortable interacting with internal and external stakeholders.
- Inquisitive nature with a willingness to learn.
- Strong communication skills.
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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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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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Idex Birmingham, United KingdomMy client is a UK wide IFA group with as strong presence in the Midlands. · Following a period of expansion they now service clients across four well placed offices throughout the region. · Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supp ...
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Financial Paraplanner
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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
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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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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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Recruit UK | Certified B Corp™ Sutton, United KingdomJob Description · Job Title: Paraplanner · Industry: Financial advice · Location: Sutton, Surrey · Salary: £44,000 - £48,000 (negotiable depending on experience) · Job Reference: 8996 · Job Description: · Recruit UK is working on an excellent opportunity for an experienced Parapl ...
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IDEX Consulting Birmingham, United KingdomIdex 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 suitabi ...
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Financial Paraplanner
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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Support Paraplanner
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Paraplanner (Remote) (Permanent)
6 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 Flexible working
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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Paraplanner - Fully Remote
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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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Recruit UK Bromsgrove, 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 Independent F ...
Paraplanner (Permanent) - Birmingham, United Kingdom - Heat Recruitment Ltd
Description
Job Title: Paraplanner
Location: Edgbaston (B15), UK
Salary: £28,000-£40,000 per annum
Benefits
Join a company that prioritises employee engagement, performance improvement, and offers a friendly atmosphere with long-term progression opportunities
Responsibilities:
If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
