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?
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.
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.
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.
Posted by CooperGrey Recruitment Ltd • £40K/yr to £52K/yr
The role
Further responsibilities include...
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.