You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and unleash their full potential.
Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who's looking to take the next step in your career?
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
As Paraplanner you will actively support Wealth Planners 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 Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
The move to Birmingham will create further opportunities in developing existing and establishing new professional relationships and client introductions to further the business's expansion plans.
It also provides access to a wider talent pool.
The company has recently moved to their newly renovated office in Birmingham.
As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre.
My client is a Global Firm of Wealth Managers.
Actively supporting the Wealth Planners your duties will include
Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
Our client based in Birmingham are currently looking for a Bid assistant to join their team on a full-time, permanent basis.
The purpose of the role is to assist the pre-contracts team in preparing high quality bids and pre-qualification proposals.
Responsibilities
Working within the pre-contracts team and alongside our proposals manager you will be involved in preparation of all aspects of tendering opportunities from receipt of enquiry, preparation of documents including design and aesthetics through to final submission.