Paraplanner
2 weeks ago
Trainee 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 regarded independent financial planning firm specialising in advising doctors on their financial needs. We’re seeking a candidate with at least 2 years of paraplanning experience, and Level 4 qualified What You'll Do:- Support financial planners in preparing client reports and recommendations- Conduct research and analysis on products and providers- Manage client reviews, creating tailored financial plans- Prepare technical financial documents for client meetingsRequirements:- Minimum 2 years of paraplanning experience- Level 4 Diploma qualified (or currently working towards it)- Proficiency in financial planning software and excellent analytical skills- Strong interpersonal skills and a commitment to client-focused serviceWhy Join Us?- A clear progression path within a dynamic, supportive team-Support to become Chartered (paid for by the company)-Mentoring from a Financial Advisor and exposure to clients- Hybrid working arrangement, with a blend of in-office and remote flexibility- Focused exclusively on a rewarding and dedicated client baseIf you're a passionate, detail-oriented paraplanner looking to advance to becoming a Financial Adviser within a reputable firm, we'd love to hear from you
-
Paraplanner (or Junior Paraplanner)
3 weeks ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
-
Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
-
Paraplanner
3 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...
-
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...
-
Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
-
Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeJob Description Paraplanner - Solihull, hybrid (2 days per week in office minimum) Around £35,000 plus company benefits and (£3-4K) discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to...
-
Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, UK, West Midlands, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
-
Paraplanner and Trainee Adviser Opportunity
1 week 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...
-
Trainee Paraplanner
6 days ago
Solihull, United Kingdom Pertemps Network Group Full timeJob DescriptionWe 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...
-
Trainee Paraplanner
7 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...
-
Trainee Paraplanner
1 week 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...
-
Paraplanner Opportunity in Solihull
2 weeks ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeAbout the RoleThis Paraplanner position is an exciting opportunity to work with a leading wealth management business in Solihull.The successful candidate will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.We offer a competitive salary of £35,000 per annum, plus...
-
Pertemps Trainee
4 days ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timeCareer Opportunity: Trainee ParaplannerWe are seeking a Trainee Paraplanner to join our team at Pertemps Network Group in Solihull. The ideal candidate will come from a financial services background with administrative or client support experience.This role offers the potential for further growth and educational support within the sector. It is essential to...
-
Paraplanning Professional
3 days ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timePertemps Network Group Job OpportunityAn exciting opportunity exists for a Trainee Paraplanner to join our team in Solihull. The successful candidate will possess experience in financial services, preferably in an administrative or client support role.We offer the potential for career growth and professional development within the sector. This role requires...
-
Financial Services Administrator
1 week 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...
-
Financial Planning Specialist
2 weeks ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeKey ResponsibilitiesThe successful Paraplanner will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.We are seeking an experienced Paraplanner to join our team, offering a competitive salary of £35,000 per annum, plus a discretionary bonus of £3-4K and...
-
Wealth Management Professional
2 weeks ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeJob OverviewWe are a dynamic wealth management business based in Solihull, seeking an experienced Paraplanner to join our team.The role offers a competitive salary of around £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.This is an excellent opportunity for a skilled Paraplanner to work with a reputable firm, providing tailored...
-
Pension and Investment Trainee
2 weeks 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,...
-
Pertemps Career Advancement Opportunity
6 days 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,...
-
Hybrid Paraplanner Specialist
6 days ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeSalary and BenefitsThe successful candidate can expect a competitive salary of approximately £35,000 per annum, plus a discretionary bonus of around £3-4K and company benefits. This role also offers opportunities for career progression and professional development.