Senior Paraplanning Specialist
3 days ago
About the Opportunity:
This exciting opportunity has arisen for a skilled Trainee Financial Adviser to join our team at Freedom Recruitment Capital. As a key member of our team, you will support experienced financial planners in preparing client reports and recommendations.
Key responsibilities include conducting research and analysis on financial products and providers, managing client reviews, and creating tailored financial plans.
- Conduct thorough research and analysis on financial products and providers to provide informed recommendations
- Manage client reviews and create personalized financial plans to meet their needs
- Prepare technical financial documents for client meetings to ensure seamless communication
Requirements:
- Minimum 2 years of experience in paraplanning or a related field
- Level 4 Diploma qualification (or currently working towards it)
- Proficiency in financial planning software and excellent analytical skills
- Strong interpersonal skills and a commitment to delivering exceptional client service
Salary and Benefits:
- A competitive salary of £45,000 - £55,000 per annum, dependent on experience
- 23 days holiday allowance
- 4x Death in Service benefit
- 6% Pension scheme contribution
-
Paraplanning Career Development Opportunity
3 days ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timePertemps is offering an exceptional career development opportunity as a Paraplanning Career Development Specialist in the Solihull area. The successful candidate will enjoy a competitive salary of £34,000 per annum, commensurate with experience.Key Responsibilities:Evaluate and compile fact find information, risk assessments, and advisor recommendations to...
-
Financial Planning Specialist
3 days 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...
-
Paraplanning and Strategy Expert
16 hours ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Title:Paraplanning and Strategy ExpertAbout the Role:We are seeking a highly skilled and experienced Paraplanning and Strategy Expert to join our specialist life insurance planning team at Pure Resourcing Limited.The successful candidate will work closely with the department director to develop and implement paraplanning strategies for HNW and UHNW...
-
Senior IT Acquisition Specialist
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom SF Recruitment Full timeAre you an experienced IT acquisition specialist looking for a new challenge?SF Recruitment is currently working with a business in Solihull to find a Senior IT Acquisition Specialist. This role will involve leading the development of a robust supplier pipeline, assessing potential suppliers, and presenting compelling onboarding recommendations to the CFO....
-
Operations Manager
1 month ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Description Operations Manager / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance...
-
Senior Quantity Surveying Specialist
1 month ago
Metropolitan Borough of Solihull, United Kingdom undisclosed Full timeJob Title: Senior Quantity Surveying SpecialistAbout the Role:We are seeking a Senior Quantity Surveying Specialist to join our team. As a key member of our groundwork team, you will play a crucial role in ensuring the financial success of our projects.Key Responsibilities:* Prepare project budgets, forecasts, and financial reports to monitor costs* Conduct...
-
Senior Financial Specialist
6 days ago
Metropolitan Borough of Solihull, United Kingdom Michael Page (UK) Full timeSME Accountant Job DescriptionWe are seeking an experienced Senior Financial Specialist to join our UK-based team. As an SME Accountant, you will play a key role in assisting with accounts preparation, tax returns, and audit involvement.You will possess:AAT Level 4 qualification or higher.ACCA / ACA part qualification advantageous.At least 2 years'...
-
Senior Cash Recovery Specialist
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom SF Recruitment Full timeJob OverviewAt SF Recruitment, we are currently seeking a highly skilled Senior Cash Recovery Specialist to join our European Financial Shared Services team.This is a dynamic and challenging role, requiring strong credit control experience in a high-volume environment.The ideal candidate will have excellent communication skills, with the ability to work...
-
Senior Consolidation Specialist
6 days ago
Metropolitan Borough of Solihull, United Kingdom Correla Full timeJob SummaryWe are seeking an experienced Senior Consolidation Specialist to join our finance team. The ideal candidate will have a strong background in financial analysis and consolidation, with excellent communication skills and the ability to work effectively with cross-functional teams.The role will involve working closely with our operational teams to...
-
Life Insurance Paraplanner
2 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
-
Life Insurance Paraplanner
2 weeks ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Description Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property...
-
Life Insurance Paraplanner
3 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
-
Life Insurance Paraplanner
3 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
-
Paraplanning Specialist
16 hours ago
City of London, United Kingdom Burgh Recruitment Limited Full timeAbout Us: We are a highly successful SJP Partner Practice, committed to delivering exceptional service to our clients.Your Role: As a Paraplanner, you will play a critical part in helping us achieve this goal by providing expert support to our clients and advisors.Salary and Benefits: We offer a competitive salary up to £45,000, plus benefits such as...
-
Senior Electronics Specialist
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom KO2 Embedded Recruitment Solutions Ltd Full timeJob OpportunityWe are seeking a Senior Electronics Specialist to join our team at KO2 Embedded Recruitment Solutions Ltd. This contract opportunity is for an exciting project with a Birmingham-based client.The ideal candidate will have expertise in the full electronics lifecycle, from analogue and digital circuit design to design for manufacturability (DFM)....
-
Senior Kitchen Specialist
2 days ago
Metropolitan Borough of Solihull, United Kingdom ExtraCare Charitable Trust Full timeWe have an opening for a Senior Kitchen Specialist to join our culinary team at the ExtraCare Charitable Trust's Solihull Retirement Village in Birmingham.Compensation PackageThe selected candidate can look forward to a competitive salary of £18,067 per year, pro-rata hourly rate of £12.60, and a comprehensive benefits package including 33 days annual...
-
Senior Corporate Development Specialist
2 weeks ago
Metropolitan Borough of Solihull, United Kingdom Secure Trust Bank Full timeAs a Development Account Executive at Secure Trust Bank Group, you will play a critical role in driving our business growth and success. In this challenging and rewarding role, you will be responsible for evaluating business development opportunities, supporting strategic planning, and driving commercial negotiations.The ideal candidate will have significant...
-
Life Insurance Paraplanner
5 days ago
london (city of london), United Kingdom Pure Resourcing Limited Full timeJob Description Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property...
-
Life Insurance Paraplanner
3 weeks ago
City Of London, UK, Central London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
-
Senior Regulatory Reporting Specialist
4 weeks ago
Metropolitan Borough of Solihull, United Kingdom Paragon Banking Group PLC Full timeAbout the RoleWe are seeking an experienced Senior Regulatory Reporting Specialist to join our team at Paragon Banking Group PLC. This is a fantastic opportunity for a skilled professional to take on a challenging role and contribute to the success of our organization.Job DescriptionAs a Senior Regulatory Reporting Specialist, you will be responsible for...