Trainee Paraplanner

4 days ago

Solihull, United Kingdom mbf. Full time

**Trainee Paraplanner - Meriden - Salary negotiable depending on experience & Qualifications**

MB Fitzgerald Recruitment are currently working with a growing firm of Chartered Financial Planners based in Meriden who are looking to add a new member of staff to their back office team.

The company are a close knit team who work hard but also have a great time doing what they do. Their team all work together to ensure that clients receive a first class service and the dynamic office environment challenges them to push each other forwards.

The Role:

- The Trainee Paraplanner role is a mix of Administration and some Paraplanning work, such as research and lower level report writing, for which training can be provided.
- You'll work closely with the Advisors and their clients, providing a complete Administrative service
- You will be tasked with furthering your technical knowledge and progressing with studies for the Diploma Financial Planning

Daily responsibilities will be varied, but will include:

- Working closely with product providers to obtain information and process business.
- Preparing recommendations for clients alongside advisers.
- Using analytics tools to assess performance and simplify reporting for clients.
- Processing business in line with FCA and company procedures.
- Preparing review documents for clients including bespoke illustrations and valuations.
- Conducting detailed analysis of investments, assessing performance and cost.
- Co-operating effectively with the client management team and providing support and help when needed.
- Drafting research documents for advisers and on an Adhoc basis for company management.

**Requirements**:

- Personality and team fit is key - we are looking for a hard worker who wants to be successful in their financial planning career. You must be a team player, willing to chip in wherever needed to help the business.
- A strong educational background as proof of your ability to learn

On Offer:

- Competitive basic salary or up to around £27K
- annual discretionary bonus
- 25 days holiday plus bank holidays
- Pension is salary sacrifice made up of 5% Employer contribution (matched by 5% employee)
- 4 x death in service
- flexible benefits and working hours - can accommodate one day a week working from home
- free parking
- share option scheme

  • Paraplanner and Trainee Adviser Opportunity

    2 weeks ago

    Solihull, Solihull, United Kingdom Freedom Recruitment Capital Full time

    Paraplanner 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

    2 weeks ago

    Solihull, United Kingdom Pertemps Network Group Full time

    Job 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...

  • Paraplanner

    3 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...

  • Paraplanner

    1 day ago

    Solihull, United Kingdom Pertemps Redditch Commercial Full time

    Are you an experienced Paraplanner looking for your next career move or a Trainee Paraplanner wanting to take your next step forward? My client are a bespoke financial services consultancy recruiting for a Paraplanner to join their rapidly growing friendly team. Duties required within this role: - Gathering information - liaising with product providers,...

  • Paraplanner

    4 weeks ago

    Solihull, United Kingdom Freedom Recruitment Capital Full time

    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...

  • Paraplanner

    4 days ago

    Solihull, United Kingdom Freedom Recruitment Capital Full time

    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...

  • Paraplanner

    4 weeks ago

    Solihull, United Kingdom CV-Library Full time

    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...

  • Trainee Paraplanner

    2 weeks ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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

    4 hours ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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

    2 days ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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

    2 days ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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

    2 weeks ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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

    2 days ago

    Solihull, United Kingdom Pertemps Network Group Full time

    We 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...

  • Pertemps Trainee

    2 weeks ago

    Solihull, Solihull, United Kingdom Pertemps Network Group Full time

    Career 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

    2 weeks ago

    Solihull, Solihull, United Kingdom Pertemps Network Group Full time

    Pertemps 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

    2 weeks ago

    Solihull, Solihull, United Kingdom Pertemps Network Group Full time

    Job 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...

  • Pertemps Career Advancement Opportunity

    2 weeks ago

    Metropolitan Borough of Solihull, United Kingdom Pertemps Full time

    We 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,...

  • Pension and Investment Trainee

    3 weeks ago

    Metropolitan Borough of Solihull, United Kingdom Pertemps Full time

    Paraplanning 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,...

  • Trainee Pension Consultant

    3 weeks ago

    Metropolitan Borough of Solihull, United Kingdom Freedom Recruitment Capital Full time

    About the Company:Freedom Recruitment Capital is a highly regarded independent financial planning firm specializing in advising medical professionals on their financial needs. Our dynamic team offers a clear progression path, with opportunities for growth and development.We offer a hybrid working arrangement, allowing you to achieve a better work-life...