Diploma Qualified Paraplanning Expert

We are looking for:A motivated and experienced Paraplanning Expert to join our team in Birmingham.Your Key Responsibilities will be:To provide high-quality paraplanning services to our Wealth Planners.To conduct thorough research on financial planning products and services.To prepare suitability reports and letters for our Wealth Planners.You will need:A...

We are looking for a highly motivated and experienced Senior Paraplanning Professional to join our team at Bruin Financial in Birmingham. As a senior member of our wealth planning team, you will be responsible for providing expert support to our Wealth Planners and developing your own expertise in financial planning.Your key responsibilities will...

Job DescriptionThis Paraplanning Service Delivery Professional provides essential support to Wealth Planners in Birmingham, working for one of the top 10 Wealth Management firms in the UK.Key DutiesConduct research on various financial planning products and services.Undertake accurate calculations and cash-flow modelling.Prepare detailed suitability reports...

About the RoleWe are seeking a highly skilled and motivated individual to fill the position of Diploma Qualified Paraplanner at Bruin Financial.This role involves supporting our Wealth Planners in providing high-quality financial advice to clients.Responsibilities include:Undertaking research on various financial products and services.Preparation of...

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'...

Company Overview: As a leading Wealth Manager in the UK, Bruin Financial is committed to providing exceptional financial planning services to our clients.Job Summary: We are seeking a highly skilled Paraplanner to join our team in Birmingham, supporting our Wealth Planners with high-quality research and technical documentation.Key Responsibilities:Conduct...

Join us at IDEX Consulting Ltd as a senior paraplanning support specialist, contributing to the success of our team in Bristol. As a key member of our pension administration department, you will play a vital role in supporting our clients' needs.Primary Responsibilities:Preparation of detailed pre-approval documentation, ensuring adherence to company...

Job Summary:Bruin Financial is seeking a highly skilled Paraplanning Expert to join their team in Birmingham.Key Responsibilities:To deliver high-quality paraplanning services to Wealth Planners.To conduct research on financial planning products and services.To prepare technical documents and research for client presentations.About You:Diploma Qualified...

We require an HNW Paraplanning Professional to join our team at Austin Fraser. In this role, you will be responsible for providing expert support to our advisers and clients, ensuring that all investment information meets the highest standards of accuracy and regulatory compliance.Your key responsibilities will include:Receiving and interpreting client data...

About This OpportunityThis Trainee Financial Adviser role presents a fantastic chance to develop your advisory career with a well-established national IFA company based in Birmingham.You will join a leading UK wealth management and private client financial advice firm, where you will receive full training to deliver financial planning and wealth management...

About the JobWe are seeking a highly skilled Financial Planner to join our team in the UK. The role is fully remote and offers a competitive salary of £100,000+.The ideal candidate will have a minimum Diploma and experience as a Financial Adviser/Planner. They will be responsible for providing expert financial planning services to clients and working...

Job TitleSr. Wealth ManagerAbout the RoleWe are looking for a Sr. Wealth Manager to join our team in the UK. The role is fully remote and offers a competitive salary of £100,000+.The ideal candidate will have a minimum Diploma and experience as a Financial Adviser/Planner. They will be responsible for providing expert financial planning services to clients...

Company Overview:">Bruin Financial is a leading Wealth Manager in the UK, renowned for its expertise in financial planning and wealth management.">Salary:">£35,000 - £45,000 per annum, depending on experience.">Job Description:">We are seeking a highly skilled Diploma Qualified Paraplanner to join our team in Birmingham. As a key member of our Wealth...

Wealth Management Support Professional     Salary: £30,000 - £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study SupportJob DescriptionThis is an exciting opportunity to join a growing wealth management business as a Support Professional. You will work closely with our financial advisers, providing administrative...

About Our FirmWe are a reputable and dedicated Chartered Financial Planning firm, providing expert holistic financial advice to our clients.Job OverviewThis is an excellent opportunity for a high-calibre Senior Chartered Financial Adviser to work closely with clients and contribute to our ongoing success in the West Midlands.Main ResponsibilitiesProvide...

About Our ClientOur client is a leading UK wealth management and private client financial advice firm.They are looking for level 4 diploma qualified in financial advice professionals, ideally with some advice experience. You will be dealing with new and existing client enquiries, receiving full training to deliver financial planning and wealth management...

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...

Bruin Financial Job Description: We are looking for a talented Paraplanner to support our Wealth Planners in Birmingham. The successful candidate will have a strong background in financial planning, excellent research skills, and a keen eye for detail.Key Tasks:Research and analyze financial planning products and servicesDevelop and maintain accurate...

Job Description: Personal Finance ManagerLocation: UK-wideAbout the RoleAs a Personal Finance Manager at Quilter, you will be responsible for developing and implementing financial plans tailored to clients' needs. With a strong understanding of investment and pension business, you will provide expert advice on current financial issues and recommend...

Job Title: Mortgage Advisory SpecialistCompany: QuilterAbout the JobThis is an exciting opportunity for experienced mortgage advisers and paraplanners to join our team at Quilter. As a Mortgage Advisory Specialist, you will play a key role in providing financial advice to clients and building strong relationships with introducers. With a competitive salary...