Portfolio Paraplanner

1 week ago


West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time
About the Company

Exchange Street Claims ltd is a leading financial planning business with a strong track record of growth and development. They are committed to investing in their staff and providing opportunities for progression.

What We Offer
  • A supportive team environment
  • Ongoing training and development
  • A competitive salary range of £42,000 to £60,000 per annum
  • Generous benefits package
  • Opportunities for career progression

This is a fantastic opportunity to join a dynamic and ambitious company and develop your skills and expertise as a paraplanner.



  • West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

    About the OpportunityWe are excited to offer a challenging and rewarding role as a Financial Services Paraplanner at Exchange Street Claims ltd. As a key member of our financial services team, you will be responsible for analysing portfolios, producing reports, and collaborating with colleagues to deliver high-quality services to our clients.Job...


  • West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

    About the RoleYou will work closely with colleagues on the financial planner, admin, and compliance teams. As a paraplanner, you'll analyse portfolios/products and produce reports. This is a great opportunity to develop your skills and progress in your career.Key BenefitsGenerous holiday entitlementAn extra day off for your birthdayExcellent life assurance...


  • West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

    Exchange Street Claims Ltd is a leading provider of pensions and investments services in south Sheffield. As a pensions and investments professional, you will have the opportunity to work with a dynamic team of experts who share your passion for delivering exceptional results.About the JobThis role involves working as a paraplanner, supporting the financial...

  • Paraplanner

    3 weeks ago


    Horsforth, West Yorkshire, United Kingdom Bartlett Group Full time

    Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate...

  • Paraplanner

    3 weeks ago


    Horsforth, West Yorkshire, United Kingdom Bartlett Group Full time

    Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate...

  • Financial Advisor

    2 months ago


    West Bridgford, United Kingdom CV-Library Full time

    Our clients are seeking a Chartered Financial Advisor in Nottingham offering hybrid work. The successful candidate must have a track record and previous paraplanning experience and ideally have prepared defined benefit pension advice. This is an exciting opportunity to work in a positive team and have the potential to grow a significant number of clients...