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 report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.
Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and 34 days holiday?
£35,000 - £40,000 Hybrid Pension 34 Days Holiday Bonus Training
As Paraplanner you will actively support Wealth Planners 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 Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
MERJE, West Midlands, England, United Kingdom (Hybrid)
A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
Paraplanner - Birmingham, hybrid (1 day per week in office, minimum) - 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.
Salary negotiable to £50,000 Comprehensive company Benefits package
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
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.
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.
A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice.
Idex 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 suitability report writers and must have experience of writing varied reports on different products and services.