Paraplanner
2 weeks ago
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.
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
- Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
- Prepare suitability reports and letters for the Wealth Planners to provide their recommendation
- Draft and co-ordinate technical documents and research for client presentation.
- Take initiative to maintain technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
To be considered for this role you will already be providing a first-class paraplanning service as well as having experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. You must also be working towards or achieved your Level 4 Diploma in Financial Planning.
There is potential for this role to move into an advisory role – with full training and support –should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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Paraplanner
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Junior Paraplanner
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Freelance Paraplanner
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Birmingham, United Kingdom Idex Full timeMy client is a UK wide IFA group with as strong presence in the Midlands.Following a period of expansion they now service clients across four well placed offices throughout the region. Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners. Responsibilities:Liaise closely with Financial...
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Senior Financial Paraplanner
7 days ago
Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000Job Description Senior Paraplanner/Technical Sales Support We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic Senior Paraplanner/Technical Sales Support...
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Senior Financial Paraplanner
1 week ago
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Senior Financial Paraplanner
1 week ago
Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000Senior Paraplanner/Technical Sales Support Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic...
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Paraplanner
2 weeks ago
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Paraplanner
2 weeks ago
Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €33,000 - €42,000TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company: A great...
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6 days ago
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Paraplanner
3 days ago
Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €33,000 - €42,000TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company: A great opportunity...
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2 weeks ago
Birmingham, United Kingdom Ortus PSR Full timeAre 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? This is the opportunity you've been waiting for! We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and unleash...
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Paraplanner
1 month ago
Birmingham, United Kingdom Ortus PSR Full timeA national IFA firm is looking to hire a Paraplanner in Birmingham to support the regional IFA’s. You will provide vital technical support to the Financial Planners and a positive experience for customers.you will p lay a critical role in the advisory service by reviewing, analysing, and preparing compliant recommendations for clients. As such, youmust be...
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Paraplanner
1 day ago
Birmingham, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment are working closely with a Wealth Management firm with growing ambition to take on a Paraplanner in Wolverhampton. Our client provides holistic advice and specialises in retirement, tax planning, wealth management, with values of puttingthe client first at every step of the way. You will be working closely with the Financial Planner who...
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Paraplanner
2 weeks ago
Birmingham, United Kingdom NJR Recruitment Full timeNJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgabston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. Our client want to appoint an experienced Paraplanner to join their well-established team. The successful...
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Paraplanner
5 days ago
Birmingham, United Kingdom Bruin Full timeMy 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.Actively supporting the Wealth Planners your duties will include;nCarrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner/Technical Sales Support
5 days ago
Birmingham, United Kingdom Heat Recruitment Full timeSenior Paraplanner/Technical Sales SupportnEdgbaston, BirminghamnSalary £35,000 to £40,000 per annum (DOE)About Us:nWe are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking...
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Paraplanner
2 weeks ago
Birmingham, United Kingdom Bruin Full timeJob Description 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. 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...
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Paraplanner
2 weeks ago
Birmingham, United Kingdom Bruin Full timeMy 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.Find out more about this role by reading the information below, then apply to be considered.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research...