Paraplanner (Permanent)
4 weeks ago
Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. About: This role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions. They are dedicated to delivering personalised, client-centric financial services that help individuals achieve their financial goals. Key Responsibilities: As a Paraplanner, your role will encompass a wide range of responsibilities, including:
- Conduct in-depth research on client profiles, financial products, and market trends to support our advisors in creating tailored financial strategies.
- Prepare financial reports, cash flow forecasts, and investment portfolio analyses to assist in the development of comprehensive financial plans.
- Produce clear, concise, and compliant client reports outlining recommended financial strategies and investment solutions.
- Competitive salary
- Opportunity to build your career within wealth management
- Exam support (by prior agreement)
- Detailed training and development program
- Friendly team environment
- Social events
- Dynamic workplace with key development and experience
- Hybrid working approach
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Paraplanner (Permanent)
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner (Pensions Management)
1 week ago
Co. West Midlands, United Kingdom MERJE Ltd Full timeMERJE,West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...
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Quality Administrator Temporary to permanent
4 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom Retrack Personnel Holdings Limited Full timeMy client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of...