Paraplanner

4 days ago


Solihull, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Industry: Financial Services

Location: Solihull

**Salary**: £40,000 (negotiable dependent on experience)

Job Reference: 6661

**Job Description**:
Recruit UK is working on an excellent opportunity for a Paraplanner in Solihull to join a Financial Planning firm. The client are expanding due to growth of the business and therefore they are now looking for an experienced paraplanner to join their friendly,dynamic team. The client has a real focus on internal progression.

Duties will include but not limited to:

- Writing client suitability reports
- Performing pension switching analysis and investment portfolio analysis
- Undertaking product and fund research
- Liaising with clients and Financial Planning team throughout the advice process, helping to manage the client relationship
- Managing and prioritising tasks and workload
- Following compliance and ensuring there is a clear audit trail

**Benefits**:

- Flexible working (home and office)
- Generous company pension
- Fully supported exams and progression
- Parking
- 23 days holidays + bank holiday

Skills and experience required:

- Level 4 Diploma in financial advising (desired but not required)
- 1 year of paraplanning experience
- Attention to detail
- Excellent written and verbal communication skills

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Advice firm based in Solihull on a Paraplanner role.

Our commitment to you:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

Additional information:


  • Paraplanner

    3 days ago


    Solihull, United Kingdom mbf. Full time

    **Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K** Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financial Planners. The company have around 10 staff, including 5 Chartered Financial...

  • 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...


  • 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...

  • 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...

  • 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

    2 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...


  • 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

    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...

  • Trainee Paraplanner

    2 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...

  • Paraplanner

    2 days ago


    Solihull, United Kingdom NJR Recruitment Full time

    Paraplanner Solihull £30000-£37000 Hybrid working is avaiilable Our client is a well established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals and now have an outstanding opportunity for an ambitiousFinancial Services Administrator to...


  • 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...

  • 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 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

    3 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...


  • Metropolitan Borough of Solihull, United Kingdom mbf Full time

    About the RoleThis Paraplanner position is an exciting opportunity to work with a leading wealth management business in Solihull.The successful candidate will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.We offer a competitive salary of £35,000 per annum, plus...

  • Pertemps Trainee

    1 week 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...


  • 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...


  • 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...


  • Solihull, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator Solihull NJR are currently working with a market leading Wealth Management consultancy who are based in the Solihull area. Our client have built up an excellent reputation within the industry, as a result of their ongoing growth now have an excellent opportunity available for a talented Administrator to join their thriving...