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Senior Paraplanner
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Birmingham, United Kingdom Bruin Full timeJob DescriptionMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Birmingham, United Kingdom Idex Full timeA opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection. This is a superb opportunity for an experienced Paraplanner...
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Senior Paraplanner
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Birmingham, United Kingdom Bruin Full timeJob Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...
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Pension Paraplanner
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Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Paraplanner
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Birmingham, United Kingdom enable Recruitment Full timeAre you a Paraplanner in Birmingham looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond If you are an experienced Paraplanning...
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Paraplanner
1 week ago
Birmingham, United Kingdom enable Recruitment Full timeAre you a Paraplanner in Birmingham looking to join one of the leading firms in the UK?We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond.If you are an experienced Paraplanning...
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Pension Paraplanner
3 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Birmingham, supporting our Wealth Planners in delivering exceptional financial planning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and...
Paraplanner
2 months ago
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:
- Preparing and maintaining client files and client reviews
- Building cash flow models
- Undertaking research to identify appropriate financial planning solutions
- Preparing recommendations and suitability reports
- Identifying areas for further financial planning
- Liaising with the clients legal and tax advisors
- Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
- Attending client meetings on occasions
- Establishing and building strong relationships with clients
Paraplanner Requirements
- You should have experience as a Paraplanner
- You should have excellent suitability report writing skills
- Experience of using cash flow modelling would be preferable