Current jobs related to Financial Planning Assistant - Birmingham, Birmingham - mbf.

  • Financial Planning Assistant

    3 weeks 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 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

    1 month ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial 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

    1 month ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial 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

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to clients, and are committed to delivering exceptional results through our core values of Personal and Performance.What We're...

  • Financial Planning Assistant

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Evelyn Partners. As a key member of our Financial Planning team, you will be responsible for providing administrative support to our Financial Planners and building relationships with clients to deliver a positive and seamless client...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    1 week ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    Role OverviewWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team at Evelyn Partners. As an IFA Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely with...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Assistant. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services. We are partnered with a well-established Chartered financial planning firm seeking a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key ResponsibilitiesUnderstand and articulate the...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services. We are partnered with a well-established Chartered financial planning firm seeking a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.Key ResponsibilitiesUnderstand and articulate the...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to provide high-quality support to our Financial Planners, ensuring exceptional client service and compliance.Key Responsibilities:Prepare client files and reviews, ensuring accuracy and attention to detail.Develop and maintain cash flow models to inform financial planning decisions.Produce...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to provide high-quality support to our Financial Planners, ensuring exceptional client service and compliance.Key Responsibilities:Prepare client files and reviews, ensuring accuracy and attention to detail.Develop and maintain cash flow models to inform financial planning decisions.Produce...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to provide high-quality support to our Financial Planners, ensuring exceptional client service and compliance.Key Responsibilities:Prepare client files and reviews, ensuring accuracy and attention to detail.Develop and maintain cash flow models to inform financial planning decisions.Produce...

  • Financial Planning Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to provide high-quality support to our Financial Planners, ensuring exceptional client service and compliance.Key Responsibilities:Prepare client files and reviews, ensuring accuracy and attention to detail.Develop and maintain cash flow models to inform financial planning decisions.Produce...

  • Financial Planning Assistant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is a leading recruitment agency partnering with a well-established Chartered financial planning firm. We are currently seeking a skilled Technical Sales Support / Paraplanner to join their team.Job SummaryThe successful candidate will assist the Financial Planner in providing expert guidance to clients, preparing for...

Financial Planning Assistant

2 months ago

Birmingham, Birmingham, United Kingdom mbf. Full time

Financial Planning Assistant - Birmingham - National Wealth Management Organisation

Competitive salary + Comprehensive company Benefits package

We are currently working with a leading Wealth and Investment Management business to recruit for an experienced Financial Planning Assistant to join their team in the busy Birmingham office.

Due to ongoing expansion over the past couple of years, the firm now requires a professional candidate with Paraplanning experience in the financial planning or wealth management sector to join the business to provide report writing and research assistance to the Financial Planners in Birmingham.

Requirements:

  • Minimum 1 years' previous experience as a Paraplanner
  • Excellent report writing skills
  • Candidates will ideally be Diploma qualified as a minimum, although experienced individuals studying towards this will be considered

Key tasks and responsibilities within this role will include:

  • Carry out research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management
  • Prepare client-centric suitability reports and other documentation, adhering to the Company's processes and compliance framework.
  • Be proactive in supporting the Wealth Planners and take the initiative to maintain your technical knowledge, keeping updated on developments and movements in the financial markets and industry

On offer:

  • This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career in the future.
  • You will be supported to undertake all financial planning exams.
  • Competitive basic salary, negotiable depending on experience
  • Pension, PMI, Income Protection, Flexi Benefits
  • 25 Days Holiday plus Bank Holidays
  • Hybrid working, 3 days per week in office: 2 at home
  • Working hours are 8:30-5pm, 37.5 hrs/ week