Pension Paraplanner

Role SummaryWe are seeking an experienced Paraplanner to support our Wealth Planners in Birmingham, UK. As a Senior Paraplanner, you will provide high-quality research and guidance on financial planning products and services.Key Responsibilities:Support Wealth Planners with research on pensions, life insurance, tax planning, and investment management.Provide...

About the RoleWe are currently seeking a talented Paraplanner to join our growing team in Birmingham. The successful candidate will be responsible for supporting our Financial Advisors in developing and maintaining long-term relationships with clients.The ideal candidate will have strong analytical and communication skills, with the ability to write clear...

We are seeking a highly skilled Paraplanner to join Jenson Fisher Consulting Ltd, a renowned Wealth & Investment Management firm. This role is part of our exciting growth phase, and we are offering a competitive salary ranging from £45-55k, complemented by an extensive benefits package.Our Purpose:To deliver exceptional wealth management services to...

Job Title: Paraplanner - Financial ServicesPertemps Birmingham Commercial is seeking an experienced Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisers by providing research and analysis.The successful candidate will have experience in the financial services industry and a strong understanding of...

Pertemps Birmingham Commercial is currently recruiting for an experienced Paraplanner to join their team of financial experts. As a Paraplanner, you will be responsible for supporting financial advisers by providing research, analysis, and preparation of client documentation.Responsibilities and Requirements:Assist financial advisers in interpreting client...

A leading financial services firm based in Birmingham is seeking a skilled Paraplanner to join their team. In this role, you will play a critical part in supporting financial advisers by providing essential research, analysis, and preparing client documentation.Key Responsibilities:Interpret client data and provide research and recommendations to support...

IDEX Consulting Ltd is a leading consulting firm based in Bristol, offering a range of services to clients across the UK. We are currently seeking an experienced Senior Paraplanner to join our team.The successful candidate will have a strong background in pensions administration and excellent analytical and problem-solving skills. They will be responsible...

Dynamic Paraplanner PositionWe are seeking a skilled Paraplanner to join our team in Birmingham, with a hybrid working arrangement that balances in-office and remote work. This role is ideal for a seasoned professional seeking to progress their career in a dynamic and supportive environment.About the JobThis position involves providing exceptional client...

Are you a motivated individual who wants to take their career to the next level? Do you have experience in pensions, ISA, trusts, mortgage protection, and investments? If so, we have an exciting opportunity for you to join Ernest Gordon Recruitment Limited as a Paraplanner.In this role, you will assist financial advisers with various tasks, including data...

Job OverviewA 12-month fixed term contract offers a unique opportunity to excel in a dynamic blended hybrid work environment. At Successionwealth, our Paraplanners play a pivotal role in reviewing and analysing recommendations for high net worth clients.About the RoleAs a key member of our team, you will be responsible for undertaking research and analysis...

As a Benefits and Pensions Manager at Alexander Lloyd, you will have the opportunity to work with a longstanding client supporting their growth in 2025. This role involves managing a portfolio of SME clients, consulting across Group Risk, Healthcare & Pensions.Responsibilities:Manage a portfolio of SME clients, consulting across Group Risk, Healthcare &...

About the FirmOur client, Independent Resourcing Consultancy Ltd, is a renowned international wealth management firm committed to delivering exceptional personal financial advice to expatriate clients worldwide.Job SummaryThis Pension Case Checker role primarily entails file review responsibilities within the UK division of a rapidly expanding international...

Fresh Opportunities in Pensions SupportWe are excited to offer an experienced Paraplanner the chance to join our team in Birmingham, with a flexible hybrid working arrangement. This role is perfect for a talented professional seeking to advance their career in a fast-paced and supportive environment.Job DescriptionThis position entails providing exceptional...

About Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.Role Summary: We are currently...

Birmingham is a city in the West Midlands region of England, known for its rich history and cultural heritage. A reputable financial services firm based in Birmingham is looking to hire an experienced Paraplanner to support financial advisers by providing essential research, analysis, and preparing client documentation.Job Overview:The role requires a strong...

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...

We are Ernest Gordon Recruitment, and we are committed to helping individuals achieve their career goals in the finance and wealth management sector. As a Paraplanner (Wealth Management) Study Support specialist, you will play a vital role in supporting the development of our clients' businesses and helping them succeed.Your Key Responsibilities:Provide...

**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...

Job DescriptionWe are seeking a skilled Paraplanner to join our team in Birmingham. As a key member of our wealth management team, you will provide paraplanning support to advisors and play a crucial role in ensuring compliance standards are met.About the TeamOur team is passionate about delivering exceptional service to our clients. We value our employees'...

Job OverviewWe are a dynamic wealth management business seeking a skilled Paraplanner to join our team in Birmingham. This is an exciting opportunity for someone looking to expand their paraplanning expertise and become part of a close-knit team.About the RoleAs a Paraplanner, you will be responsible for providing high-quality paraplanning services,...