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.
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.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
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.
The successful candidate would work within the Savills Birmingham Planning Team providing planning services to a wide range of clients in the Midlands.
We work for a wide variety of high profile clients, spanning landowners, private individuals, institutions, developers, promoters, national and regional house builders, commercial/leisure operators and investors.
The team's reach is diverse, with a strong pipeline of regionally significant projects including Strategic Urban Extensions, new settlements, major industrial and logistics developments, retail repurposing and town centre regeneration, major urban mixed-use and commercial, in addition to a wide ranging rural / land owner estate portfolios.
The successful candidate would work within the Savills Birmingham Planning Team providing planning services to a wide range of clients in the Midlands.
We work for a wide variety of high profile clients, spanning landowners, private individuals, institutions, developers, promoters, national and regional house builders, commercial/leisure operators and investors.
The team's reach is diverse, with a strong pipeline of regionally significant projects including Strategic Urban Extensions, new settlements, major industrial and logistics developments, retail repurposing and town centre regeneration, major urban mixed-use and commercial, in addition to a wide ranging rural / land owner estate portfolios.
The position offers flexibility in terms of location and working hours.
Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis.
Our clients have a large client bank of leads, offering generous commission splits
Posted by Premier Jobs UK Limited • £45K/yr to £55K/yr
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
An exciting opportunity has arisen for aDirector-level Chartered Financial Plannerto join the Birmingham office of an International Wealth & Investment Management organisation.
The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.
This vacancy has become available following the departure of a long-standing Director, who is taking a career break.
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.