Financial Planning Assistant
4 weeks ago
A 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 strategy
- Supporting financial planning cases with financial planners
- Preparing concise financial planning reports
- Completing regulatory industry update summaries
- Maintaining a high level of knowledge and technical understanding of financial planning and regulatory requirements.
To be successful in this role, you will need:
- Diploma in Financial Planning
- A good understanding across Financial Planning
- Experience supporting IFA's or Financial Planners in a similar role
- A high standard of written and numerical skills
- An ability to demonstrate report-writing skills
- A high level of accuracy and attention to detail
As a member of our team, you will enjoy:
- Birmingham based office with hybrid flexibility
- Progressive salary linked with further studies
- Examinations, training and development funded
At IDEX Consulting Ltd, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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,...
-
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,...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnered with a well-established Chartered financial planning firm that requires a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key ResponsibilitiesThis role involves preparing for client meetings by conducting analysis, opportunity spotting, and drafting...
-
Financial Planning Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are partnered with a well-established Chartered financial planning firm that requires a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key ResponsibilitiesThis role involves preparing for client meetings by conducting analysis, opportunity spotting, and drafting...