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.
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.
General
My client is a Global Firm of Wealth Managers.
As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre.
Are you a qualified or trainee Financial Adviser / Planner and still in the early stages of your career?
Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner?
Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a professional services / accountancy practice with a family feel to the business?
A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner.
Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
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.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
Transport Planner or Senior Transport Planner or Principal Transport Planner - Development Planning - Hybrid/Flexible - Birmingham - Full Time - Permanent
We're looking for a Principal Transport Planner or Senior Transport Planner or Transport Planner, in Birmingham!
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.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
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.
Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?
Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?
If so, then we have the perfect opportunity for you!