Trainee Paraplanner
2 days ago
We have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services sector. If you are looking for the next opportunity to further your career this could be the perfect opportunity. This role is office based you must have your own transport due to location. Competitive salary of £30-35,000 per annum available depending on experience.
Key duties and responsibilities:
- Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
- Exposure to investments, pensions, tax planning and protection cases.
- Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
- Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
- Coordinate the issuance of client advice, correspondence, and enclosures, ensuring accuracy and timeliness
- Manage the end-to-end process of new business cases, ensuring a seamless journey to completion
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Paraplanner and Trainee Adviser Opportunity
3 days ago
Solihull, Solihull, United Kingdom Freedom Recruitment Capital Full timeParaplanner and Trainee Adviser OpportunityWe are excited to offer an exceptional opportunity for a skilled Paraplanner to join our team as a Trainee Financial Adviser. The successful candidate will have at least 2 years of paraplanning experience, be Level 4 qualified, and possess proficiency in financial planning software. Excellent analytical and...
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Paraplanner
6 days ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeTrainee Financial Adviser – Independent Financial Planning FirmLocation: SolihullSalary: Negotiable, dependent on experience (DOE)Benefits: 23 days holiday, 4x Death in Service, 6% PensionWork Environment: Young, vibrant team with a clear progression pathAn exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a highly...
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Paraplanner
2 weeks ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeTrainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...
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Paraplanner
3 weeks ago
Solihull, United Kingdom CV-Library Full timeTrainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...
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Trainee Paraplanner
2 days ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area.The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position.There is the potential for further growth & educational support within the financial services...
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Trainee Paraplanner
4 days ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
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Financial Services Administrator
3 days ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timeJob DescriptionWe have an exciting opportunity for a Trainee Paraplanner to join our team at Pertemps Network Group in the Solihull area.The ideal candidate will come from a financial services background with experience in an administrative or client support position. We offer potential for further growth and educational support within the sector.This role...
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Pertemps Career Advancement Opportunity
1 day ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timeWe are seeking a highly motivated Trainee Paraplanner to join our team in Solihull. The ideal candidate will have a strong background in financial services, with a focus on administration or client support.Job Duties:Analyse client information, including fact finds and risk assessments, to inform financial planning decisions.Develop knowledge of investments,...
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Pension and Investment Trainee
6 days ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timeParaplanning Vacancy at PertempsWe are seeking a highly motivated and experienced paraplanner to join our team in the Solihull area. As a key member of our team, you will be responsible for developing comprehensive financial plans and gaining expertise in pensions, investments, and tax planning.The company offers a competitive salary of £32,500 per annum,...
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Trainee Pension Consultant
6 days ago
Metropolitan Borough of Solihull, United Kingdom Freedom Recruitment Capital Full timeAbout the Company:Freedom Recruitment Capital is a highly regarded independent financial planning firm specializing in advising medical professionals on their financial needs. Our dynamic team offers a clear progression path, with opportunities for growth and development.We offer a hybrid working arrangement, allowing you to achieve a better work-life...