Posted by Robinson Financial Careers • £28K/yr to £40K/yr
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.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
To refer all calls and queries regarding daytime emergencies to the appropriate areas/teams operations officers.
Receive and process calls from a range of other departments wishing to report or make enquiries regarding a wide range of responsive repairs.
To take follow up action in respect of calls received liaising with customers and issuing work to trade colleagues, contractors and a wide range of council departments.
Posted by Macildowie Recruitment and Retention • £15/hr to £17/hr
THE ROLE & YOUR RESPONSIBILITIES
Complex calendar management.
General
This position is full time, fully office based and temporary
THE OPPORTUNITY
Macildowie are currently looking for a Personal Assistant to work for a well established business in the Oldbury West Midlands area supporting the HR Director and Senior Leadership Team of the business.
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.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
They are a privately owned company who supply numerous sectors including foodservice, retail, wholesale and catering, both in the UK and abroad.
Sought to join an award-winning, £multimillion turnover food manufacturing company based in Bilston.
This exciting role, which has come about due to expansion, is based on site at the company's newly extended plant which includes a refurbished canteen facility for all shopfloor staff and state of the art offices which boast excellent facilities and recreational spaces for all office staff.
We are looking for a Production Planner to join our busy and growing organisation.
Operating through a number of market leading brands, we design, manufacture and install storage solutions for commercial and industrial environments in the UK and Europe.
The Whittan Group is the largest manufacturer of steel storage products in the United Kingdom.
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.