Paraplanner

2 weeks ago


Solihull, United Kingdom Freedom Recruitment Capital Full time

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



  • Solihull, United Kingdom mbf Full time

    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 join their growing...


  • Solihull, United Kingdom mbf Full time

    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 join their growing...

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    Solihull, United Kingdom Freedom Recruitment Capital Full time

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    Trainee 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...


  • Solihull, United Kingdom mbf Full time

    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 join their growing...


  • Solihull, United Kingdom mbf Full time

    Job 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...


  • Solihull, UK, West Midlands, United Kingdom mbf Full time

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  • Trainee Paraplanner

    7 days ago


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    Solihull, Solihull, United Kingdom Pertemps Network Group Full time

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  • Solihull, Solihull, United Kingdom Pertemps Network Group Full time

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  • Metropolitan Borough of Solihull, United Kingdom mbf Full time

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  • Metropolitan Borough of Solihull, United Kingdom Pertemps Full time

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  • Metropolitan Borough of Solihull, United Kingdom mbf Full time

    Salary 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.