Paraplanner
3 days ago
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.The information below covers the role requirements, expected candidate experience, and accompanying qualifications.As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other.Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied.Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000- £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. xwwtmva No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Paraplanner
3 days ago
Stoke Heath, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.The information below covers the role requirements, expected candidate experience, and accompanying qualifications.As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of...
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Paraplanner
5 days ago
Hertford Heath, United Kingdom BACK HOME BAND Full timeJoin to apply for the Paraplanner role at BACK HOME BAND. Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values‑led wealth management business that prides itself on personal service, integrity, and long‑term client relationships. Our Client Our...
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Paraplanner
5 days ago
Stoke D'abernon, United Kingdom Ortus Psr Full time**Paraplanner** **Location: Croydon** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...
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Paraplanner - Stoke
20 hours ago
Stoke, United Kingdom Focus Search and Selection Full timeParaplanner £35,000 - £60,000 Our client are currently seeking an experienced Paraplanner to join their current paraplanning team. You will be involved in managing an existing portfolio of wealth clients however you will also be responsible for securing new business and promoting the clients proposition to maximise opportunities. Our client is looking...
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Trainee Paraplanner
2 weeks ago
Stoke-on-Trent, United Kingdom Ortus PSR Full timeI am working alongside a reputable Financial Planning firm with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for a Trainee Paraplanner to join up with their team, assisting the Senior Paraplanners in providing technical support to the Advisers in the firm by preparing...
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Paraplanner - 6 month FTC
1 week ago
Stoke-on-Trent, Staffordshire, United Kingdom mbf Full timeParaplanner – Fixed Term Contract (5 months, Remote - UK) From £40K to £55,000 plus company benefits, negotiable depending on experience An established financial planning firm is is seeking an experienced Paraplanner on an initial 5-6 month fixed term contract to support an immediate requirement while they search for a permanent hire. There are multiple...
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Senior Ifa Administrator
2 weeks ago
Bradley Stoke, United Kingdom Premier Jobs UK Limited Full timeThis Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include: - Preparing portfolio reviews for client meetings - Liaising with...
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Ifa Administrator
5 days ago
Stoke D'abernon, United Kingdom Ortus Psr Full time**IFA Administrator** **Location: Cobham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
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Ifa Administrator
2 weeks ago
Haywards Heath, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...
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Practice Administrator
22 hours ago
Stoke-on-Trent, United Kingdom PSP Wealth Management Limited Full timeWe are a Financial Services practice based in Stoke-on-Trent, specialising in pension and investment advice and we are looking for an experienced administrator to join our New Business Team. Our practice is very friendly...and very busy, so you must enjoy working in a fast paced environment where concentration and accuracy is key! The role involves working...