Posted by Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
General
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Posted by Tallgrass Recruitment Limited • £35K/yr to £40K/yr
General
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services.
The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
Responsibilities
Conduct thorough research on financial products and strategies.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
Posted by Premier Jobs UK Limited • £45K/yr to £55K/yr
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
Our client is a national wealth management firm who are looking for a Paraplanner to support the Financial Advisers by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Advisers to provide a full holistic advice service to clients, which delivers good outcomes.
The role will involve taking responsibility for the following
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client's needs and objectives with a good outcome.
Posted by CooperGrey Recruitment Ltd • £40K/yr to £52K/yr
The role
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Further responsibilities include...
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.
Paraplanner - Birmingham - National Wealth Management Organisation
We are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join their team in the busy Birmingham office.