Paraplanner: Report Writing
3 days ago
A financial services recruitment firm in Sutton is seeking a Report Writer and Adviser Support. The ideal candidate has experience in suitability report writing, providing vital support to financial advisers. Responsibilities include preparing comprehensive reports and ensuring compliance with FCA standards using various financial planning systems. This role is perfect for someone who thrives in a collaborative, client-focused environment and pays strong attention to detail.
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Paraplanner
3 days ago
Sutton Coldfield, Birmingham, United Kingdom Recruitment 22 Limited Full time £40,000 - £45,000 per yearParaplanner – Sutton Coldfield, £45,000, Hybrid (2 days in the office), Flexible hours A specialist outsourced Paraplanning company are keen to add a Paraplanner to their team. They do need someone with Paraplanning experience but more importantly, they need someone with an open mind. The company (and it's Paraplanners) are an extension of the IFA's...
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Paraplanner
16 hours ago
Sutton Coldfield, United Kingdom mbf. Full time**Paraplanner - Sutton Coldfield - Salary up to £45,000 plus great benefits** MBF. are currently working with a well established firm of Chartered Financial Planners who are looking to recruit an experienced **Paraplanner**to join their team working from beautiful offices in Sutton Coldfield. The company have a successful, close knit team and pride...
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Paraplanner
1 week ago
Sutton-in-Ashfield, United Kingdom Search Consultancy Full timeParaplanner Nottinghamshire £35,000 - £55,000 (depending on experience and qualifications) plus excellent benefits including 10% pension, income protection, exam support including working hours study time and bonus for passing exams, free parking and hybrid working) An established and well respected Financial Advice organisation in Nottinghamshire are...
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Paraplanner
1 day ago
Sutton Coldfield, Birmingham, United Kingdom mbf Full timeParaplannerLocation:Sutton Coldfield, West Midlands (Hybrid – around 60% office / 40% home)Salary:Up to approximately £55,000 (negotiable depending on experience and qualifications)An exciting opportunity has arisen for an experiencedParaplannerto join a leading firm ofChartered Financial Plannersbased in Sutton Coldfield. This is a key position within a...
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Technical Paraplanner
1 week ago
Sutton Coldfield, United Kingdom Eden Rose Full timeTechnical Paraplanner Join to apply for the Technical Paraplanner role at Eden Rose Sutton Coldfield Hybrid (3 Days WFH Once Established) A boutique, high-net-worth financial planning firm in Sutton Coldfield is seeking a high-calibre Technical Paraplanner to join their respected and close-knit team. This is a role for someone who takes pride in technical...
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Paraplanner
2 weeks ago
Sutton Coldfield, United Kingdom Bell Cornwall Full timeOverview Experienced Paraplanner | Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848a Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in...
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Paraplanner: Grow, Belong, Impact
7 days ago
Sutton, United Kingdom MAZARS UK Full timeA leading global professional services network is seeking a Paraplanner to develop financial planning strategies, draft client-centred reports, and perform various financial calculations. The role requires at least a Level 4 Diploma in Paraplanning, strong literacy and numeracy skills, and the ability to adapt to changing demands. The company offers a...
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Paraplanner
7 days ago
Sutton, United Kingdom MAZARS UK Full timeParaplanner (5366)At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team,...
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Paraplanner — Varied Cases, Growth
2 weeks ago
Sutton Coldfield, United Kingdom Bell Cornwall Full timeA leading financial services provider in Sutton Coldfield is seeking an experienced Financial Advisory Paraplanner to join their dynamic Birmingham-based team. The role offers a salary of up to £40,000 and involves preparing detailed reports, conducting research, and managing a diverse caseload. Candidates should have at least 2 years of experience and...
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Sutton Coldfield, United Kingdom Eden Rose Full timeA high-net-worth financial planning firm in Sutton Coldfield is seeking a high-calibre Technical Paraplanner to join their respected team. This role involves producing bespoke suitability reports, conducting detailed research, and supporting personalized financial strategies. Candidates should be Level 4 Diploma qualified, with strong technical grounding and...