Paraplanner Opportunity in Solihull
1 day ago
This Paraplanner position is an exciting opportunity to work with a leading wealth management business in Solihull.
The successful candidate will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.
We offer a competitive salary of £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.
Main Responsibilities:- To draft comprehensive financial planning reports that meet client requirements.
- To work closely with advisors to provide expert support and guidance.
- To conduct in-depth research and analysis to ensure accuracy and relevance.
- To provide presentation support and case submission to help clients achieve their goals.
- Experience in report writing and financial planning.
- Relevant qualifications such as the Level 4 Diploma or progress towards them.
- A competitive salary of £35,000 per annum.
- A discretionary bonus of £3-4K per annum.
- Opportunities for ongoing training and professional development.
- A dynamic and supportive work environment.
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Paraplanner
2 months ago
Solihull, United Kingdom CV-Library Full timeParaplanner – Independent Financial Planning Firm **Location:** Solihull **Salary:** Negotiable, dependent on experience (DOE) **Benefits:** 23 days holiday, 4x Death in Service, 6% Pension **Work Environment:** Young, vibrant team with a clear progression path An exciting opportunity has opened for a **Paraplanner** to join a highly regarded...
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Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
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Paraplanner (or Junior Paraplanner)
2 weeks ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
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Paraplanner
4 weeks ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeParaplanner – Independent Financial Planning Firm**Location:** Solihull**Salary:** Negotiable, dependent on experience (DOE)**Benefits:** 23 days holiday, 4x Death in Service, 6% Pension**Work Environment:** Young, vibrant team with a clear progression pathAn exciting opportunity has opened for a **Paraplanner** to join a highly regarded independent...
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Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeJob Description Paraplanner - Solihull, hybrid (2 days per week in office minimum) Around £35,000 plus company benefits and (£3-4K) discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to...
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Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
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Paraplanner
2 weeks ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeTrainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...
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Paraplanner
2 weeks ago
Solihull, United Kingdom CV-Library Full timeTrainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...
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Metropolitan Borough of Solihull, United Kingdom MACC Care Limited Full timeMACC Care Limited is a leading provider of dementia care services, committed to delivering high-quality support to individuals living with dementia.We are currently seeking a qualified and experienced Care Assistant to join our team in Solihull. As a key member of our team, you will be responsible for delivering exceptional care and support to our...
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Paraplanner (or Junior Paraplanner)
1 month ago
Solihull, UK, West Midlands, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (2 days per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...
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Wealth Management Professional
1 day ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeJob OverviewWe are a dynamic wealth management business based in Solihull, seeking an experienced Paraplanner to join our team.The role offers a competitive salary of around £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.This is an excellent opportunity for a skilled Paraplanner to work with a reputable firm, providing tailored...
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