Senior Paraplanning Support

3 weeks ago


Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

Job Title:

Senior Paraplanning Support

Location: Office-based

Benefits:

  • Hybrid working
  • Parking
  • Lunch
  • Pension plan
  • Examination support
  • Sick pay
  • 25 days holiday, plus bank holidays

Salary:

£40,000 - £45,000 depending on experience and qualifications

About the Company:

We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for providing top-notch support to our team, ensuring the smooth delivery of our financial planning services. If you have a passion for paraplanning and a desire to work in a fast-paced, dynamic environment, we encourage you to apply for this exciting opportunity.



  • Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    We are seeking an experienced Senior Paraplanning Manager to lead our Paraplanning teams at Succession Wealth, a leading UK Financial Advisory firm. About the RoleThis newly created role will oversee all aspects of Paraplanning across the company, driving excellent outcomes for our clients and contributing to the overall success of our business.Job...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    About Our Team: At Premier Jobs UK Limited, we are passionate about delivering exceptional financial planning services to our clients. We are seeking a skilled Paraplanner to join our team and help us achieve our goals.Job Summary: The successful candidate will be responsible for providing comprehensive paraplanning support to our Senior Financial Advisors....


  • Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    About the RoleSuccession Wealth, a leading Financial Advisory firm, is seeking an experienced Director of Paraplanning to lead our Paraplanning function. This newly created role will be responsible for ensuring our Paraplanning teams provide a high-quality, efficient service that meets the evolving needs of our clients.Key ResponsibilitiesLead the...


  • Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    About the Role:We are seeking an exceptional Paraplanning Director to join our team at Succession Wealth. The successful candidate will lead our Paraplanning function, ensuring it operates at the highest level and drives business growth.Key Responsibilities:Provide strategic leadership to the Paraplanning function, driving excellence and efficiency.Champion...


  • Birmingham, Birmingham, United Kingdom Bruin Full time

    Key Responsibilities:Carry out high-quality research on a full range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.Deliver Accurate Calculations and Cash-Flow Modelling:Undertake accurate calculations and cash-flow modelling where needed to support recommendations.Prepare Suitability...


  • Birmingham, Birmingham, United Kingdom Bruin Full time

    Paraplanning Role OverviewWe are seeking an accomplished Diploma Qualified Paraplanner to act as a key member of our Wealth Management Team in Birmingham.As a Paraplanner, you will be responsible for:Conducting high-quality research on financial planning products and services.Completing accurate calculations and cash-flow modelling to support...


  • Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    **Job Title:** Paraplanning SpecialistCompany Overview: We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm.We are looking for a skilled professional to execute the technical aspects of client meeting preparation, including conducting regular reviews, analyzing opportunities, and crafting...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...


  • Birmingham, Birmingham, United Kingdom Bruin Full time

    **About the Role**Bruin Financial, a leading Wealth Manager in the UK, is seeking an experienced Senior Paraplanner to join their dynamic team in Birmingham.The successful candidate will support Wealth Planners by conducting thorough research on various financial planning products and services, including pensions, life insurance, tax planning, and investment...


  • Birmingham, Birmingham, United Kingdom mbf Full time

    Paraplanner Role OverviewWe are currently recruiting an experienced Paraplanner to join our team in a 100% home based role. As a leading employer in the financial planning market, our client values flexibility and offers experienced professionals the opportunity to work from home on a permanent basis.Key Responsibilities:Provide technical paraplanning...

  • Senior Wealth Planner

    4 weeks ago


    Birmingham, Birmingham, United Kingdom Bruin Full time

    Bruin Financial is a top 10 Wealth Manager in the UK. The company has recently experienced significant growth and acquisitions, leading to the need for a Senior Paraplanner to join their team in Birmingham.The ideal candidate will be responsible for supporting Wealth Planners by conducting high-quality research on a range of financial planning products and...

  • Paraplanning Trainee

    19 hours ago


    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment Job DescriptionWe are partnered with a well-established Chartered Financial planning firm that is looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This role is ideal for a Senior IFA Administrator or Trainee Paraplanner looking for the next step in their career.Key...


  • Birmingham, Birmingham, United Kingdom Unique Senior Care Full time

    Job OverviewWe are seeking a compassionate and dedicated Care Support Professional to join our team at Unique Senior Care.This role offers the opportunity to make a positive impact on the lives of others, providing high-quality care and support to individuals in their own homes.


  • Birmingham, Birmingham, United Kingdom Bruin Full time

    Job Description:We are seeking a skilled Paraplanner to support our Wealth Planners in Birmingham. The successful candidate will be a Diploma Qualified Paraplanner with experience in Financial Planning practices and disciplines.Responsibilities:Conduct in-depth research on financial planning products and services, including pensions, life insurance, tax...


  • Birmingham, Birmingham, United Kingdom Quilter Full time

    About the RoleAn exceptional opportunity awaits a high-calibre Senior Chartered Financial Adviser to manage an existing client bank of high net worth individuals with approximately £80M in funds under management.As a trusted financial partner, you will deliver holistic financial advice, including inheritance tax (IHT) planning, while providing a...

  • Care Support Worker

    4 weeks ago


    Birmingham, Birmingham, United Kingdom Unique Senior Care Full time

    Unique Senior Care is seeking a compassionate and dedicated Care Assistant to join our team.As a Care Assistant, you will provide care and support to individuals who require assistance with daily living tasks.Your role will be to ensure that each client receives personalised care that promotes their dignity and enhances their quality of...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a Senior Accountant to support SME businesses in Birmingham. As a trusted advisor, you will work closely with clients to provide financial guidance and support their business decision-making. Your responsibilities will include preparing financial statements, identifying commercial opportunities, trends, and risks,...


  • Birmingham, Birmingham, United Kingdom Home Instead Senior Care Full time

    Job Summary:We are seeking a Senior Caregiver to join our team of dedicated professionals who provide exceptional care and support to seniors in their own homes.As a Senior Caregiver, you will work closely with our clients to understand their unique needs and preferences, providing personalized care and companionship that promotes their physical, emotional,...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Leading a large finance team in a complex multi-site organisation, you will play a key role in driving the company's transformation and growth. As Senior Finance Director, your primary responsibility will be to lead the finance team in delivering high-quality financial reporting, strategic planning, and risk management.Located near Birmingham, this is an...

  • Senior Caregiver

    5 days ago


    Birmingham, Birmingham, United Kingdom Home Instead Senior Care Full time

    Company Overview:">Home Instead Senior Care is a leading provider of non-medical care and companionship services for older adults.We offer personalized support to help our clients maintain their independence and dignity in the comfort of their own homes.We are committed to delivering high-quality care with compassion, empathy, and understanding.