Senior Paraplanner

2 weeks ago


Birmingham, United Kingdom Bruin Full time

Job 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 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.


  • Senior Paraplanner

    2 weeks ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 weeks ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 weeks ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    Job 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...

  • Senior Paraplanner

    2 months ago


    Birmingham, UK, West Midlands, United Kingdom Bruin Full time

    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...

  • Trainee Paraplanner

    3 weeks ago


    Birmingham, United Kingdom Njr Recruitment Full time

    Are 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...

  • Trainee Paraplanner

    2 months ago


    Birmingham, United Kingdom NJR Recruitment Full time

    Are 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...

  • Pension Paraplanner

    2 weeks ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Pension Paraplanner

    2 months ago


    Birmingham, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Bruin Full time

    Role 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...

  • Senior Paraplanner

    12 hours ago


    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting Ltd is a leading consulting firm based in Bristol, offering a range of services to clients across the UK. We are currently seeking an experienced Senior Paraplanner to join our team.The successful candidate will have a strong background in pensions administration and excellent analytical and problem-solving skills. They will be responsible...

  • Trainee Paraplanner

    3 weeks ago


    Birmingham, United Kingdom Njr Recruitment Full time

    Are 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...

  • Senior Paraplanner

    4 weeks ago


    Birmingham, Birmingham, United Kingdom Successionwealth Full time

    Job 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...


  • Birmingham, United Kingdom Njr Recruitment Full time

    Are 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...


  • 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...