Paraplanner - Financial Services

Role SummaryWe are seeking an experienced Paraplanner to support our Wealth Planners in Birmingham, UK. As a Senior Paraplanner, you will provide high-quality research and guidance on financial planning products and services.Key Responsibilities:Support Wealth Planners with research on pensions, life insurance, tax planning, and investment management.Provide...

Financial Services Administrator and Paraplanner RoleWe are seeking an experienced Financial Services Administrator and Paraplanner to join our team at a successful and established Financial Services company. This company is part of a major National Wealth Management brand and is currently expanding.This office-based role in Wolverhampton requires an...

We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner at TEMPLEGATE RECRUITMENT LIMITED.Key Responsibilities:Support a dynamic Chartered Financial Planner in their roleWork collaboratively with the team to deliver high-quality financial planning servicesDevelop and maintain strong relationships with clientsThe ideal...

Job DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team in Castle Bromwich. As a Paraplanner, you will be responsible for providing technical support to our Financial Advisors and developing suitable client recommendations.The ideal candidate will have Level 4 qualifications in Financial Planning, with at least 2 years of...

We are looking for a skilled Paraplanner Assistant to join our team in the Solihull area. This role involves working closely with experienced advisors to create robust financial plans for clients.The successful candidate will receive a competitive salary of £31,000 per annum, depending on experience.Assess and analyze client data to inform financial...

About the RoleWe are seeking an experienced Paraplanner to join our team in Birmingham. As a Paraplanner Assistant, you will provide support to our Financial Advisors and play a key role in developing client relationships.Your responsibilities will include:Assisting Financial Advisors with client meetings and debriefingsConducting financial analysis and...

Dynamic Paraplanner PositionWe are seeking a skilled Paraplanner to join our team in Birmingham, with a hybrid working arrangement that balances in-office and remote work. This role is ideal for a seasoned professional seeking to progress their career in a dynamic and supportive environment.About the JobThis position involves providing exceptional client...

Job Overview: Premier Jobs UK is looking for a Paraplanner and Support Professional to join their team in Birmingham. In this role, you will provide critical support to our Financial Advisors, helping them deliver exceptional client experiences and outcomes.The estimated salary for this position is £38,000 - £43,000 per annum. Your key responsibilities...

We are seeking an experienced administrator to join our team as a Financial Services Coordinator. This role will involve providing high-quality administrative support to a team of financial advisors and paraplanners.The successful candidate will be responsible for delivering seamless administrative support, managing client communications, and ensuring all...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team in Birmingham, with the option for hybrid working. This role is ideal for a skilled professional looking to grow their career in a dynamic and supportive environment.About the RoleThis position involves providing exceptional client support, conducting research and analysis,...

About the RoleWe are currently seeking a talented Paraplanner to join our growing team in Birmingham. The successful candidate will be responsible for supporting our Financial Advisors in developing and maintaining long-term relationships with clients.The ideal candidate will have strong analytical and communication skills, with the ability to write clear...

We are seeking a highly skilled Paraplanner to join Jenson Fisher Consulting Ltd, a renowned Wealth & Investment Management firm. This role is part of our exciting growth phase, and we are offering a competitive salary ranging from £45-55k, complemented by an extensive benefits package.Our Purpose:To deliver exceptional wealth management services to...

About the Job">We are seeking a skilled Paraplanner to join our team in Castle Bromwich. As a key member of our financial planning department, you will support Financial Advisors in developing client recommendations and maintaining long-term relationships. "> Main Responsibilities:Provide technical support to Financial Advisors;Analyse data and create...

**About the Role**Bruin Financial, a leading Wealth Manager in the UK, is seeking an experienced Senior Paraplanner to join their dynamic team in Birmingham.The successful candidate will support Wealth Planners by conducting thorough research on various financial planning products and services, including pensions, life insurance, tax planning, and investment...

Job Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...

Job Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...

About the RoleWe are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm, Templegate Recruitment Limited.Key ResponsibilitiesProviding administrative support to a senior financial professionalRequirementsExperience in a paraplanning roleStrong analytical and problem-solving skillsWhat We OfferA...

Job OverviewA 12-month fixed term contract offers a unique opportunity to excel in a dynamic blended hybrid work environment. At Successionwealth, our Paraplanners play a pivotal role in reviewing and analysing recommendations for high net worth clients.About the RoleAs a key member of our team, you will be responsible for undertaking research and analysis...

**Job Title:** Financial ParaplannerWe are seeking an experienced Paraplanner to join our team in Birmingham. The ideal candidate will have a strong background in wealth management and be looking to expand their paraplanning expertise.The role involves providing support to our financial advisors, including data entry, submitting applications, drafting...

Are you a motivated individual who wants to take their career to the next level? Do you have experience in pensions, ISA, trusts, mortgage protection, and investments? If so, we have an exciting opportunity for you to join Ernest Gordon Recruitment Limited as a Paraplanner.In this role, you will assist financial advisers with various tasks, including data...