Senior Paraplanner
1 month ago
My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.
In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice. Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework.
As a Senior Paraplanner you will be expected to provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team.
The ideal candidate will have a number of years' working in a Paraplanning capacity within a Financial Planning company and will already have obtained or be working towards Chartered status.
This is a great opportunity to join a well established and friendly team that are currently going though a growth phase so there is plenty of scope for career progression / development.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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Senior Paraplanner
7 days ago
Birmingham, United Kingdom Bruin Full timeJob Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...
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Senior Paraplanner
7 days ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
2 months ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
2 months ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
2 months ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
2 months ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
1 week ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
1 week ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
1 month ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Senior Paraplanner
2 months ago
Birmingham, UK, West Midlands, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Trainee Paraplanner
3 weeks ago
Birmingham, United Kingdom Njr Recruitment Full timeAre you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career?NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients.Make your application after reading the...
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Trainee Paraplanner
1 month ago
Birmingham, United Kingdom NJR Recruitment Full timeAre you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a...
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Pension Paraplanner
1 week ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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Pension Paraplanner
1 month ago
Birmingham, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...
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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...
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Trainee Paraplanner
3 weeks ago
Birmingham, United Kingdom Njr Recruitment Full timeAre you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career?NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients.This Trainee Paraplanner will have a key...
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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...
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Birmingham, United Kingdom Njr Recruitment Full timeAre you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career?NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients.This Trainee Paraplanner will have a key...
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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...
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Financial Planning Professional
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Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...