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 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.
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.
Report writing will be an essential part of the role.
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.
Paraplanner - Birmingham - National Wealth & Investment 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.
£40,000 to £55,000 Comprehensive company Benefits package Bonus
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.
Industry: Financial Planning
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
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.
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?
Are you seeking the next step in your career as a paraplanner and see yourself in a new diverse role?
Do you want to work in an environment that supports your professional growth?
An exciting new opportunity to work for the UK's leading providers of discretionary wealth management has arisen in our client's modern Birmingham office.