Paraplanning Professional
3 weeks ago
An 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 the ability to drive with own transport due to location.
A competitive salary of £33,500 per annum is available, based on experience. Key duties include assessing fact finds, gaining exposure to various financial products, and conducting research.
- Creating suitability reports justifying each piece of advice.
- Managing new business cases from start to finish.
- Working with platform sites to manage client data and transactions.
Required skills and qualifications include:
- Financial services experience within IFA.
- Excellent customer service and administration skills.
- Proficient IT skills with Microsoft Office.
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Paraplanning Professional
1 week ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeSupport Specialist for Financial PlannersWe are looking for a highly skilled Support Specialist to join our financial planning team at Freedom Recruitment Capital. As a key member of our team, you will work closely with our financial planners to prepare client reports and recommendations.Salary: £45,000-£55,000 per annum, negotiable based on experienceJob...
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Senior Ifa Administrator
2 weeks ago
Solihull, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Senior IFA Administrator** **Location: Solihull** **Salary: £25,000 - £32,000** **The Company**: Our client is a progressive wealth management firm who specialise in providing holistic financial advice to a niche professional services market, with services including investment, pensions, mortgages, and income protection. With impressive...
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Financial Planning Administrator
7 months ago
Solihull, United Kingdom Capelin Financial Management Limited Full timeThis is a varied financial planning administration role which will develop quickly for an ambitious applicant with ability and a great attitude. It is a fantastic opportunity to work with motivated colleagues and where you will have a real impact to the success of the business. You will be an integral member of our client services support team. Your...
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Financial Planning Specialist
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timePertemps Seeks Paraplanning ExpertWe are looking for an ambitious and experienced paraplanning specialist to join our team in the Solihull area. The successful candidate will be responsible for assessing fact find documentation, attitude to risk questionnaires, and advisor proposals to develop comprehensive financial plans.This is a fantastic opportunity for...
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Financial Adviser
2 weeks ago
Solihull, United Kingdom Idex Full timeAre you a qualified Financial Adviser / Planner and still in the early stages of your career? Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner? Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a professional services...
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Paraplanning Expertise Vacancy
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timeVacancy for Financial Services ProfessionalPertemps seeks a skilled financial services professional to fill this exciting role based in Solihull. The ideal candidate will have strong analytical skills, enabling them to assess complex financial data and develop comprehensive plans.The company offers a competitive salary of £32,500 per annum, providing an...
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Senior Ifa Administrator
2 weeks ago
Solihull, United Kingdom IDEX Consulting Ltd Full timeWe are working with a specialist wealth management company looking to take on a Financial Services Administrators to support a team of Financial Planners. This role is suitable for someone wanting to continue their financial services career and develop longer-term skills in paraplanning or financial planning or someone who wishes to remain as a career...
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Practice Manager
2 weeks ago
Solihull, United Kingdom Burgh Recruitment Ltd Full time**Practice Manager** **Location**:Solihull, B94 (In Office) **Salary**: Up to £33,000 + bonus (dependent on experience) **Hours**: Mon - Fri 9.00am - 5.00pm **Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc. St. James's Place is one of the UK’s leading providers of expert financial advice. Our...
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Ifa Administrator
2 weeks ago
Solihull, United Kingdom Idex Full timeWe are working with a specialist wealth management company looking to take on a Financial Services Administrators to support a team of Financial Planners. This role is suitable for someone wanting to continue their financial services career and develop longer-term skills in paraplanning or financial planning or someone who wishes to remain as a career...
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Pension and Investment Trainee
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timeParaplanning 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,...
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Trainee Pension Consultant
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom Freedom Recruitment Capital Full timeAbout 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...