Paraplanner
2 weeks ago
This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and developing suitable client recommendations.
Also, you will be supporting Financial Advisors in developing and maintaining long term ongoing client relationships.
As such you will: Receive debriefings from the Financial Advisor post client meetings Analysing data and using research tools to create solutions in line with client needs and objectives Produce appropriate suitability letters, client specific illustrations and key feature documents Prepare existing client files ready for review Ensure all client files are compliant on an ongoing basis Monitor the performance of the DFMs Undertake project / client work as required Advice is typically provided on investments, pensions and estate planning and some VCTs.
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Paraplanner
3 weeks ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...
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Paraplanner
3 weeks ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...
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Paraplanner
3 weeks ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent. As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...
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Paraplanner
2 weeks ago
Birmingham, United Kingdom Premier Jobs Uk Limited Full timeThis Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.The business has a high staff retention and prides itself on developing their internal talent.If your skills, experience, and qualifications match those in this job overview, do not delay your application.As a...
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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
2 months 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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Paraplanner
2 weeks ago
Birmingham, United Kingdom CV-Library Full timeParaplanner – Hybrid working Location: Birmingham – Hybrid working (3 days in-office, 2 days from home after probation) Salary: £30,000 - £40,000 Hours: Monday to Friday, 9am – 5pm (1-hour lunch) Benefits: * 23 days holiday (increasing by 1 day per year for the first 3 years) * Birthday off * Pension: 5% employer/3%...
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Senior Paraplanner
2 weeks 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
2 weeks 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
2 weeks 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 weeks 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 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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Pension Paraplanner
2 weeks 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
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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Paraplanner
2 weeks ago
Birmingham, United Kingdom Clayton Davies Full timeHome based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following: Undertake appropriate, accurate and...