Current jobs related to Senior Paraplanner - West Midlands - mbf
-
Senior Paraplanner
2 months ago
West London, United Kingdom CV Elite Ltd Full timeAre you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...
-
Senior Paraplanner
3 days ago
West Sussex, United Kingdom DMD Recruitment LTD Full timeOur client is a small independently owned investment advisory and financial planning practice situated in West Sussex. They are known for providing quality independent financial advice services to individuals firms and trusts. Following a recent successful expansion, they are now looking to recruit an experienced and highly competent individual to join...
-
Paraplanner
3 weeks ago
leeds, west yorkshire, United Kingdom Intellect UK Group Limited Full timeLocation:Onsite only - LeedsYou could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors...
-
Paraplanner (Pensions Management)
3 weeks ago
leeds, west yorkshire, United Kingdom Intellect UK Group Limited Full timeLocation:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...
-
Chartered Paraplanner Position
2 weeks ago
West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeAvenue Recruitment Group LTD is pleased to offer a rare opportunity for a Chartered Paraplanner to join our client's technical team. This is a senior role that requires experience in technical support and analysis.About the JobThe successful candidate will provide technical support to financial planners, ensuring all client needs and objectives are met....
-
Hybrid Senior Paraplanner
1 day ago
West Bridgford, United Kingdom Cameron James Full timeOur clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning who have been recognised for several years running as being in the Top 100 of financial planning companies in the UK They are looking for an experiencedSenior Paraplanner to join the growing team. The role is 3 days office based and 2 from home. They...
-
Senior Paraplanner
1 day ago
West Bridgford, United Kingdom Cameron James Full timeOur clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning who have been recognised for several years running as being in the Top 100 of financial planning companies in the UK They are looking for an experiencedSenior Paraplanner to join the growing team. They are looking for someone with specific experience...
-
Senior Financial Advisor
1 month ago
West Midlands Combined Authority, United Kingdom mbf Full timeKey ResponsibilitiesLead the Technical team and provide expertise in complex financial planning matters.Research, interpret, and analyse financial data to develop appropriate client solutions.Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.Collaborate with Directors and Financial Planners to...
-
Financial Planning Expert
1 month ago
West Midlands Combined Authority, United Kingdom mbf Full timeJob SummaryWe are seeking an experienced Senior Paraplanner to lead the work of our Technical team in West Midlands. As a key member of our financial planning firm, you will oversee the Technical team and provide expertise in complex financial planning matters.The successful candidate will have 5+ years' experience in a Paraplanner role, preferably in a...
-
Senior Paraplanning Professional
2 weeks ago
West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeAre you a Chartered or near-Chartered paraplanner looking to take your career to the next level? We have an exciting opportunity for a Senior Paraplanner to join our client's technical team.About the RoleThis is a hybrid role, with 2 remote days per week and flexible working hours. The successful candidate will provide technical support to busy financial...
-
Senior Paraplanner
1 day ago
West Sussex, United Kingdom Professional Placement (Southern) Ltd Full timeAttention to detail is absolutely imperative for this role, as is discretion, character and the ability to effectively manage an extremely busy and varied workload. Support the Financial Planners and be part of the advice process Liaising with the Financial Planners to obtain appropriate investment options. Research and analysis of pension, investment and...
-
Senior Financial Planning Specialist
1 month ago
East Midlands, United Kingdom North Oak Recruitment Full timeAre you an experienced Paraplanner looking for a new challenge in the wealth management industry?We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording...
-
Senior Ifa Administrator
4 days ago
Nottingham East Midlands Airport, United Kingdom Ortus PSR Full time**Senior IFA Administrator** **Location: Derby** **Salary: £25,000 - £35,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...
-
Senior Administration
4 days ago
West Sussex, United Kingdom Financial Divisions Full timeOur client is a highly respected and recognised wealth management practice based in the Sussex area, established several years ago providing financial advice which focuses on individual circumstances, reviewing and researching the entire market to ensurethey provide suitable solutions for their clients’ goals and objectives. They provide full...
-
Financial Advisor
2 months ago
Wolverhampton, West Midlands, United Kingdom Premier Jobs UK Limited Full time €55,000This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain...
-
Experienced Financial Planner
4 weeks ago
West Bromwich, Sandwell, United Kingdom Quilter Full time**Job Opportunity:**We are seeking a highly skilled Senior Chartered Financial Adviser to join our team at Quilter. As a key member of our team, you will manage an existing client bank of high net worth individuals with approximately £80M in funds under management.**Key Responsibilities:**Provide full holistic financial advice to high net worth clients,...
-
Technical Financial Planner Role
2 weeks ago
West Wycombe, United Kingdom Avenue Recruitment Group LTD Full timeA leading financial planning practice is seeking an experienced Technical Financial Planner to join their team. As a Senior Paraplanner, you'll play a crucial role in supporting the company's growth and success.About the OpportunityThis is a fantastic chance to take your paraplanning career to new heights, with a competitive salary and benefits package....
-
Highly Technical Financial Planner
4 weeks ago
West London, United Kingdom CV Elite Ltd Full timeJob OverviewWe are seeking an experienced Senior Paraplanner to join our team at CV Elite Ltd, a leading Financial Planning firm in London. As a highly technical expert, you will work closely with our Director of Growth to deliver exceptional financial services to high-net-worth individuals and families.About the Role:Conduct comprehensive financial analysis...
-
Practice Manager
5 days ago
West Bridgford, United Kingdom Independent Resourcing Consultancy Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...
-
Financial Advisor
6 months ago
West Yorkshire, United Kingdom Fram Search Full timeBook of clients given - Employed role - Junior or newly qualified advisor Fram are working with a Halifax based IFA, who are seeking a Junior financial advisor to join their team. This role is to take over existing clients from some of the more senior advisors in order for them to develop new business. Our client is happy to talk to a or new qualified...
Senior Paraplanner
2 months ago
Job Title: Senior Paraplanner - Technical Lead
Location: West Midlands - apply for more info (Hybrid working considered)
Salary: Up to £65,000 plus company benefits
About the Company:
Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. With a small, established team of Financial Planning professionals, they have exciting new expansion plans and as part of their growth, they are seeking an experienced Senior Paraplanner to lead the work of the Technical team at their office.
This could also be a client-facing role, with some responsibility for supporting existing clients in the absence of the Director, but without any business development or sales targets. This would depend on the individual that they hire and whether this suits them.
Key Responsibilities:
- Technical Team Leadership: Oversee the Technical team and provide expertise in complex financial planning matters.
- Post-Meeting Action: Receive debriefings from Advisors and ensure follow-up tasks are actioned efficiently.
- Data Analysis: Research, interpret, and analyse financial data to develop appropriate client solutions.
- Suitability Reports: Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.
- Fact Finds: Conduct thorough fact-finding processes and deliver clear, accurate suitability reports.
- Recommendations: Collaborate with Directors and Financial Planners to develop recommendations for clients.
- Client Support: Provide support during client meetings and assist with ongoing client interaction as needed.
- Client Interaction: Fill in for the Director and support client meetings, especially during absences (Not essential)
Requirements:
- Experience: 5+ years’ experience in a Paraplanner role, preferably in a financial planning firm dealing with HNW/UHNW clients.
- Qualifications: Ideally hold a Level 6 Diploma in Financial Planning (or close to achieving this).
- Technical Knowledge: Exceptional technical expertise in financial planning processes and solutions.
- Client Reporting: Strong ability to produce professional, detailed reports for HNW clients.
- Organizational Skills: Ability to manage tasks efficiently while handling both technical and client-facing responsibilities.
Why Join our client?
This is an excellent opportunity to work with a well-established and growing financial planning firm that has exciting expansion plans. The role offers career development opportunities, a competitive salary, and a dynamic work environment where each day brings new challenges and responsibilities.