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.
Posted by IDEX Consulting Ltd • £35K/yr to £43K/yr
This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.
A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.
My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.
This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports.
NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients.
The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation.
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
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.
Paraplanner - Solihull, hybrid (1 day per week in office minimum)
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager.
Around £35,000 plus company benefits and (£3-4K) discretionary bonus.
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 IDEX Consulting Ltd • £35K/yr to £45K/yr
Role responsibilities include
Offering input into discussions to assist in the formulation of advice strategy.
Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business.
General
A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability.