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.
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.
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.
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.
Posted by NMS Recruit Limited • £50K/yr to £55K/yr
The Senior Fibre Planner is responsible for all Planning activities in their assigned region, overseeing Fibre Design staff, design civils and fibre-optic infrastructure.
NMS Recruit are seeking an experienced Senior Fibre Planner for an exciting opportunity working with a thriving ISP.
This must be performed to agreed install methodologies and techniques, which are cost-effective and fit-for-purpose, within timescales that are suitable both for the company and the customer.
Are you a military-trained mechanical engineer looking for your next challenge?
I have a fantastic opportunity for an Engineer Surveyor in Birmingham to join my client's team, a leading independent surveying company expanding rapidly across the UK.
This role is perfect for someone who enjoys a hands-on engineering career, providing critical inspection services in diverse environments, while developing new skills and gaining professional certifications.