Senior Paraplanner

1 month ago

Birmingham, United Kingdom MERJE Ltd Full time

**Salary: £48,000 + benefits**

A fantastic opportunity to join a leading wealth management organisation in their Research team.

**The role will involve**:

- Developing a thorough understanding of the firm’s Advice Guidance, as and when delivered
- Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
- Producing, when required, tax and other complex calculations.
- Preparing and interpreting complex plan information with a view to completing transfer analysis
- Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
- Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
- Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress.
- Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD
- Completing work, as required, towards the creation of the firm’s independent centralised research list.
- Participating in firm research projects, adhering to set deadlines, as and if required.
- Working closely with the Technical Research Manager to train/develop Technical Research staff.

**Key Requirements**:

- Diploma in Financial Planning as a minimum qualification requirement
- Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports

Experience in an IFA environment, demonstrating quality communications of constructive feedback

  • Senior Financial Paraplanner

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Job Description Senior Paraplanner/Technical Sales Support We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic Senior Paraplanner/Technical Sales Support...

  • Senior Financial Paraplanner

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Senior Paraplanner/Technical Sales Support Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic...

  • Senior Financial Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Senior Paraplanner/Technical Sales Support Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic...

  • Senior Paraplanner

    6 days ago

    Birmingham, United Kingdom Gmprecruitment Full time €50,000

    GMP Recruitment are proud to be partnered with a highly successful and ever-growing financial planning business located in Birmingham. We are currently supporting their recruitment for a Senior Paraplanner to join their team on a full time, permanent contract. The firm offers truly independent, holistic financial planning advice to company owners, HNWs and...

  • Paraplanner

    7 days ago

    Birmingham, United Kingdom Openwork Services Limited Full time

    Role: Paraplanner Location: Birmingham Salary: £24,000 to £30,000 (depending on experience) We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a...

  • Senior Paraplanner/Technical Sales Support

    6 days ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportnEdgbaston, BirminghamnSalary £35,000 to £40,000 per annum (DOE)About Us:nWe are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking...

  • Senior Paraplanner/Technical Sales Support

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportQualifications, skills, and all relevant experience needed for this role can be found in the full description below.Edgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for...

  • Senior Paraplanner/Technical Sales Support

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Job Description Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work...

  • Senior Paraplanner/Technical Sales Support

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportQualifications, skills, and all relevant experience needed for this role can be found in the full description below.Edgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

  • Senior Paraplanner/Technical Sales Support

    1 week ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

    Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

  • Senior Paraplanner/Technical Sales Support

    2 weeks ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are...

  • Senior Paraplanner/Technical Sales Support

    6 days ago

    Birmingham, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

  • Paraplanner

    4 days ago

    Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €33,000 - €42,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company: A great opportunity...

  • Senior Paraplanner/Technical Sales Support

    5 days ago

    Birmingham, UK, West Midlands, United Kingdom Heat Recruitment Full time

    Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

  • Senior Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Antony George Recruitment Full time

    Job Title: Senior Paraplanner About The Company: The company has recently moved to their newly renovated office in Birmingham. The move to Birmingham will create further opportunities in developing existing and establishing new professional relationships and client introductions to further the business’s expansion plans. It also provides access to a...