Diploma Qualified Paraplanning Expert

We are seeking a highly skilled Diplomate Qualified Paraplanning Expert to join our team in Birmingham. The successful candidate will have extensive experience in all Financial Planning practices and disciplines, including Investments, Pensions, and Protection.The role involves carrying out high-quality research on a full range of financial planning products...

Job Title: Paraplanning SpecialistWe are proud to be supporting a leading national wealth management and financial planning firm with continued expansion plans.Candidates will provide exceptional client service and assist Financial Planners with comprehensive research and suitability report writing support. They will collaborate with Financial Planners to...

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 DescriptionIDEX Consulting Ltd is a leading consulting firm seeking a skilled Pensions Paraplanning Specialist to join our team.You will be responsible for preparing pre-approval documentation and supporting the development of client reports.This is an excellent opportunity to work in a fast-paced and dynamic environment and develop your skills in...

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 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...

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...

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...

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...

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...

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...

Pinstripe Personnel is seeking an Executive Financial Consultant to join our team. As an Executive Financial Consultant, you will be responsible for providing expert financial advice to clients, identifying new business opportunities, and working closely with our Business Development Team.The ideal candidate will have a minimum of a Diploma in Financial...

Job OpportunityWe are seeking an experienced Financial Planner to join our award-winning Wealth Planning firm. This is a remote position, offering full Paraplanning support, new business introductions, and access to a Business Development Team.The ideal candidate will have a Diploma in Financial Services and extensive experience as a Financial...

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...

Quilter is seeking a highly skilled and experienced Holistic Wealth Adviser to join our team of experts in providing high-quality financial solutions. As a key member of our firm, you will play a vital role in delivering exceptional client service and contributing to our ongoing success.The ideal candidate will possess extensive experience in holistic...

**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...

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...