Paraplanner
4 days ago
Trainee 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 highly regarded independent financial planning firm specialising in advising doctors on their financial needs. We’re seeking a candidate with at least 2 years of paraplanning experience, and Level 4 qualified
What You'll Do:
- Support financial planners in preparing client reports and recommendations
- Conduct research and analysis on products and providers
- Manage client reviews, creating tailored financial plans
- Prepare technical financial documents for client meetings
Requirements:
- Minimum 2 years of paraplanning experience
- Level 4 Diploma qualified (or currently working towards it)
- Proficiency in financial planning software and excellent analytical skills
- Strong interpersonal skills and a commitment to client-focused service
Why Join Us?
- A clear progression path within a dynamic, supportive team
-Support to become Chartered (paid for by the company)
-Mentoring from a Financial Advisor and exposure to clients
- Hybrid working arrangement, with a blend of in-office and remote flexibility
- Focused exclusively on a rewarding and dedicated client base
If you're a passionate, detail-oriented paraplanner looking to advance to becoming a Financial Adviser within a reputable firm, we'd love to hear from you
-
Paraplanner
1 day ago
Solihull, United Kingdom Pertemps Redditch Commercial Full timeAre you an experienced Paraplanner looking for your next career move or a Trainee Paraplanner wanting to take your next step forward? My client are a bespoke financial services consultancy recruiting for a Paraplanner to join their rapidly growing friendly team. Duties required within this role: - Gathering information - liaising with product providers,...
-
Paraplanner
6 days ago
Solihull, United Kingdom Recruit UK Full timeJob Title: Paraplanner Industry: Financial Services Location: Solihull **Salary**: £40,000 (negotiable dependent on experience) Job Reference: 6661 **Job Description**: Recruit UK is working on an excellent opportunity for a Paraplanner in Solihull to join a Financial Planning firm. The client are expanding due to growth of the business and therefore...
-
Paraplanner
5 days ago
Solihull, United Kingdom mbf. Full time**Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K** Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financial Planners. The company have around 10 staff, including 5 Chartered Financial...
-
Paraplanner
3 weeks ago
Solihull, United Kingdom Freedom Recruitment Capital Full timeTrainee Financial Adviser – Independent Financial Planning FirmLocation: SolihullSalary: Negotiable, dependent on experience (DOE)Benefits: 23 days holiday, 4x Death in Service, 6% PensionWork Environment: Young, vibrant team with a clear progression pathAn exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a highly...
-
Paraplanner
4 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...
-
Paraplanner (or Junior Paraplanner)
2 months 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...
-
Paraplanner
2 days ago
Solihull, United Kingdom Lucent Financial Planning Full timeWould you like to work for a company that has a passion for helping people and cares about its clients and its team members in equal measure? Are you looking to join a financial planning firm where you will be highly valued, and you can play an integral part in the client experience? This is a fantastic opportunity to join a friendly, fun and team...
-
Trainee Paraplanner
4 days ago
Solihull, United Kingdom mbf. Full time**Trainee Paraplanner - Meriden - Salary negotiable depending on experience & Qualifications** MB Fitzgerald Recruitment are currently working with a growing firm of Chartered Financial Planners based in Meriden who are looking to add a new member of staff to their back office team. The company are a close knit team who work hard but also have a great time...
-
Paraplanner
4 days ago
Solihull, United Kingdom NJR Recruitment Full timeParaplanner Solihull £30000-£37000 Hybrid working is avaiilable Our client is a well established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals and now have an outstanding opportunity for an ambitiousFinancial Services Administrator to...
-
Paraplanner and Trainee Adviser Opportunity
2 weeks ago
Solihull, Solihull, United Kingdom Freedom Recruitment Capital Full timeParaplanner and Trainee Adviser OpportunityWe are excited to offer an exceptional opportunity for a skilled Paraplanner to join our team as a Trainee Financial Adviser. The successful candidate will have at least 2 years of paraplanning experience, be Level 4 qualified, and possess proficiency in financial planning software. Excellent analytical and...
-
Trainee Paraplanner
2 weeks ago
Solihull, United Kingdom Pertemps Network Group Full timeJob DescriptionWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial...
-
Trainee Paraplanner
2 weeks ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area.The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position.There is the potential for further growth & educational support within the financial services...
-
Trainee Paraplanner
5 hours ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area.The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position.There is the potential for further growth & educational support within the financial services...
-
Trainee Paraplanner
2 days ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
-
Trainee Paraplanner
2 days ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
-
Trainee Paraplanner
2 weeks ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
-
Trainee Paraplanner
2 days ago
Solihull, United Kingdom Pertemps Network Group Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
-
Paraplanner Opportunity in Solihull
3 weeks ago
Metropolitan Borough of Solihull, United Kingdom mbf Full timeAbout the RoleThis 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...
-
Pertemps Trainee
2 weeks ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timeCareer Opportunity: Trainee ParaplannerWe are seeking a Trainee Paraplanner to join our team at Pertemps Network Group in Solihull. The ideal candidate will come from a financial services background with administrative or client support experience.This role offers the potential for further growth and educational support within the sector. It is essential to...
-
Paraplanning Professional
2 weeks ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timePertemps Network Group Job OpportunityAn exciting opportunity exists for a Trainee Paraplanner to join our team in Solihull. The successful candidate will possess experience in financial services, preferably in an administrative or client support role.We offer the potential for career growth and professional development within the sector. This role requires...