Financial Planning Assistant
3 weeks ago
We are seeking a skilled Paraplanner to join our close-knit team at Finlink Ltd. As a Paraplanner, you will play a vital role in providing support to our financial advisers, helping them deliver exceptional client service and achieve their goals.
Key Responsibilities- Prepare client suitability and annual review reports, ensuring compliance with FCA and firm guidelines.
- Research and recommend products, funds, and investments, undertaking tax calculations and staying up-to-date with tax rule changes.
- Support a newly experienced paraplanner, sharing your expertise and knowledge to ensure seamless delivery of services.
- A competitive salary of up to £45,000, with potential for higher earnings based on experience.
- A company pension scheme, providing a secure financial future.
- 25 days' annual leave, plus a Christmas closure and bank holidays.
- Flexible working hours, with the option to work from home.
- Discretionary bonus scheme, recognizing and rewarding outstanding performance.
- Exam support up to Chartered level, helping you achieve your career goals.
If you are a motivated and experienced Paraplanner looking for a new challenge, please click apply. We will be in touch to discuss your application and arrange a conversation with our team.
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. As a Financial Planning Assistant, you will be responsible for:Providing input into discussions to assist in the formulation of advice strategySupporting...
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. As a Financial Planning Assistant, you will be responsible for:Providing input into discussions to assist in the formulation of advice strategySupporting...
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. Key responsibilities include:Providing input into discussions to assist in the formulation of advice strategyParticipating in project work, assisting in the...
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. Key responsibilities include:Providing input into discussions to assist in the formulation of advice strategyParticipating in project work, assisting in the...
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Financial Planning Assistant
2 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic chance to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. Key responsibilities include:Contributing to discussions to assist in the formulation of advice strategyParticipating in project work, assisting in the development...
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Financial Planning Assistant
2 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning Assistant OpportunityA fantastic chance to join a specialist boutique independent financial advisory and wealth management firm, expanding your career and technical capability. Key responsibilities include:Contributing to discussions to assist in the formulation of advice strategyParticipating in project work, assisting in the development...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Tallgrass Recruitment Limited Full timeJob OverviewWe are seeking an experienced Paraplanner to provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.ResponsibilitiesConduct thorough research on financial products and strategies to...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Tallgrass Recruitment Limited Full timeJob OverviewWe are seeking an experienced Paraplanner to provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.ResponsibilitiesConduct thorough research on financial products and strategies to...
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeFinancial Planning Administrator / ParaplannerBruin Financial is seeking a skilled Financial Planning Administrator / Paraplanner to join their team in London as an Account Executive / Trainee Financial Adviser.The ideal candidate will have a minimum of a year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They...
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Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeFinancial Planning Administrator / ParaplannerBruin Financial is seeking a skilled Financial Planning Administrator / Paraplanner to join their team in London as an Account Executive / Trainee Financial Adviser.The ideal candidate will have a minimum of a year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They...
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Financial Planning Assistant
4 days ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Assistant", "content": "Job SummaryWe are seeking an ambitious individual to join our Financial Planning team in Birmingham. As a Financial Planning Assistant, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive client...
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Financial Planning Assistant
4 days ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Assistant", "content": "Job SummaryWe are seeking an ambitious individual to join our Financial Planning team in Birmingham. As a Financial Planning Assistant, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive client...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning AssistantEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries,...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning AssistantEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries,...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeParaplanner Opportunity at IDEX Consulting LtdA fantastic chance to expand your career and technical capabilities in a specialist boutique independent financial advisory and wealth management firm.Key Responsibilities:Contribute to the formulation of advice strategy through input and discussionParticipate in project work, assisting in the development of...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeParaplanner Opportunity at IDEX Consulting LtdA fantastic chance to expand your career and technical capabilities in a specialist boutique independent financial advisory and wealth management firm.Key Responsibilities:Contribute to the formulation of advice strategy through input and discussionParticipate in project work, assisting in the development of...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnering with a well-established Chartered financial planning firm to find a skilled Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key Responsibilities:Understand and articulate the Financial Planner's requirements.Analyze clients' existing financial arrangements...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnering with a well-established Chartered financial planning firm to find a skilled Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key Responsibilities:Understand and articulate the Financial Planner's requirements.Analyze clients' existing financial arrangements...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnered with a well-established Chartered financial planning firm that is seeking a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.This role involves preparing for client meetings by conducting analysis, opportunity spotting, and drafting suitability reports.The...
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Financial Planning Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnered with a well-established Chartered financial planning firm that is seeking a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.This role involves preparing for client meetings by conducting analysis, opportunity spotting, and drafting suitability reports.The...