Hybrid Working Paraplanner
24 hours ago
Dynamic Paraplanner Position
We 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 service, conducting thorough research and analysis, creating detailed financial plans and documentation, and handling intricate client investments.
Main Responsibilities- Deliver high-quality client support across various mediums.
- Collaborate with financial advisers to develop customized financial plans through in-depth research and analysis.
- Compile suitability reports, financial plans, and documentation for client recommendations.
- Examine client data, including cash flow modeling and investment research.
- Work closely with third-party providers to manage complex client investments.
- A degree or diploma in a relevant field, such as the CII Financial Planning Diploma or Paraplanning Diploma, is highly desirable.
This role offers a competitive salary of £38,000 per annum, as well as:
- 26 days holiday (increasing by 1 day per year for the first 3 years)
- Birthday off
- Pension: 5% employer/3% employee (after 3 months)
- Life Assurance: 4x basic salary (after 3 months)
The successful candidate will be based in Birmingham, with a dynamic hybrid working arrangement that includes 3 days in-office and 2 days from home after probation. The working hours are Monday to Friday, 9am - 5pm, with a 1-hour lunch break.
-
Senior Paraplanner
1 week ago
Birmingham, Birmingham, United Kingdom Bruin Full timeRole 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...
-
Paraplanner Assistant
24 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeWe are looking for a skilled Paraplanner Assistant to join our team in the Solihull area. This role involves working closely with experienced advisors to create robust financial plans for clients.The successful candidate will receive a competitive salary of £31,000 per annum, depending on experience.Assess and analyze client data to inform financial...
-
Pension Paraplanner
21 hours ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeWe are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner at TEMPLEGATE RECRUITMENT LIMITED.Key Responsibilities:Support a dynamic Chartered Financial Planner in their roleWork collaboratively with the team to deliver high-quality financial planning servicesDevelop and maintain strong relationships with clientsThe ideal...
-
Senior Paraplanner
3 weeks ago
Birmingham, Birmingham, United Kingdom Successionwealth Full timeJob 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...
-
Paraplanner and Support Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeJob Overview: Premier Jobs UK is looking for a Paraplanner and Support Professional to join their team in Birmingham. In this role, you will provide critical support to our Financial Advisors, helping them deliver exceptional client experiences and outcomes.The estimated salary for this position is £38,000 - £43,000 per annum. Your key responsibilities...
-
Pensions Paraplanner
17 hours ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeWe 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...
-
Senior Talent Acquisition Specialist
2 days ago
Birmingham, Birmingham, United Kingdom Hybrid Full timeAbout HybridWe're a digital performance and content campaigns company that's passionate about driving business growth and innovation.This role is ideal for an experienced recruiter looking to take on new challenges and make a real impact. The right candidate will be highly motivated, with a strong work ethic and ability to work independently in a fast-paced...
-
Head of Recruitment Strategy
2 days ago
Birmingham, Birmingham, United Kingdom Hybrid Full timeAbout HybridWe are a Higher Education digital performance and content campaigns company that drives business performance and growth through data-driven innovation.This role is ideal for an experienced recruiter looking to advance their career and take on new challenges. The right candidate will be highly organized, with excellent planning and communication...
-
Hybrid Working Electrical Engineer
3 weeks ago
Birmingham, Birmingham, United Kingdom Matchtech Full timeJob Title: Electrical Design Engineer (Water Sector)Salary Range: £55,000 - £70,000 per annum plus benefits package.Location: Birmingham (hybrid working model)Job OverviewThis Electrical Design Engineer position offers a unique opportunity for a skilled professional to work on the Detailed Design phase of multiple clean and wastewater projects. Our client,...
-
Financial Services Coordinator
19 hours ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeParaplanner OpportunityWe are seeking an experienced Paraplanner to join our team in Birmingham, with the option for hybrid working. This role is ideal for a skilled professional looking to grow their career in a dynamic and supportive environment.About the RoleThis position involves providing exceptional client support, conducting research and analysis,...
-
Executive Assistant
18 hours ago
Birmingham, Birmingham, United Kingdom Baringa Partners LLP Full timeAbout Baringa Partners LLP: We are a consulting firm dedicated to creating lasting impact for our clients and pioneering a positive, people-first way of working. Our team collaborates closely with clients to help them define their strategy, deliver complex change, spot commercial opportunities, manage risk, or bring their purpose and sustainability goals to...
-
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeEstablish a career with one of the region's most successful firms, specialising in audit, tax, and consulting.About the RoleThis VAT Manager/Associate Director position offers a chance to deliver premium services to clients while working on hybrid basis at Birmingham office. The ideal candidate will contribute to the company's high ambitions and continue...
-
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeAbout Our FirmA leading private practice Employment Law team.Flexible working arrangements are in place, with hybrid working of 3 days in the office once you have settled into the firm.The Ideal CandidateWe are looking for a skilled employment lawyer who has at least 12 months' experience in employment law either as a qualified solicitor or during your...
-
Corporate Operations Associate
24 hours ago
Birmingham, Birmingham, United Kingdom Baringa Partners LLP Full timeAt Baringa Partners LLP, we're passionate about helping our clients achieve their goals while fostering a positive, inclusive work environment. As an Executive Assistant, you'll play a key role in supporting our leadership team and driving business success.We're a global organization with a presence in Europe, the US, Asia, and Australia. Our company values...
-
Financial Services Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm, Templegate Recruitment Limited.Key ResponsibilitiesProviding administrative support to a senior financial professionalRequirementsExperience in a paraplanning roleStrong analytical and problem-solving skillsWhat We OfferA...
-
Embedded Systems Engineer
4 weeks ago
Birmingham, Birmingham, United Kingdom Samuel Frank Associates Full timeA Control and Automation Engineer is required to join a national engineering consultancy with offices in Leeds, Manchester and Birmingham. The ideal candidate will have PLC, SCADA and HMI skills, with experience in the delivery of ICA activities. Knowledge of OT, IoT, Cyber Security and Data Networks is also desirable.Job HighlightsSalary: £30-60k + 25 days...
-
Regulatory Compliance Officer
7 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timePremier Jobs UK is seeking a skilled Terms and Conditions Manager to join their team in East Birmingham. The successful candidate will be responsible for ensuring the business adheres to internal and FCA policies, driving the adoption of T&C for new and existing team members, and providing quality compliant financial advice.The ideal candidate will have...
-
Senior Paraplanning Support
1 month ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title:Senior Paraplanning SupportLocation: Office-basedBenefits:Hybrid workingParkingLunchPension planExamination supportSick pay25 days holiday, plus bank holidaysSalary:£40,000 - £45,000 depending on experience and qualificationsAbout the Company:We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner...
-
Advanced Financial Planning Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full time**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...
-
Paraplanning Professional
22 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob 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'...