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.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre- and post-retirement planning, investments and taxation is key to this role.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
A people person - someone with good communication skills is approachable and enjoys meeting new people.
General
Due to our continued growth we are recruiting for a Civil Enforcement Officer (also known as an on-street parking attendant or traffic warden) to join our Transportation team.
You will be patrolling local roads and streets and key car parking locations advising the public of where they can park safely and securely issuing enforcement tickets to incorrectly parked vehicles reporting suspected abandoned vehicles and dealing with enquiries from the members of the public.
Posted by Beach Baker Property Recruitment • £40K/yr to £65K/yr
Role: Senior Surveyor- Partner, Lease Advisory
Professional Development: As part of a multi-disciplinary team, you'll work across varied property market sectors, gaining exposure and expertise that will support your career growth.
With access to continued training and mentoring, you'll have ample opportunities to refine your skills and pursue professional development.