Paraplanner

1 week ago


SuttoninAshfield, United Kingdom Search Consultancy Full time

Paraplanner
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 looking for an experienced Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner tojoin the company and provide an important function in supporting the IFA's within the business. The successful applicant will ideally Diploma qualified (or close to) and you will be given full support to obtain your qualifications up to Chartered by the firmincluding working hours study time and bonus for passing exams.
The main responsibilities within the role include providing accurate and compliant reports, on-going monitoring of recommended structures and providers, working closely with the Directors in relation to investment funds and developing the technical knowledgeof the other support staff. The role will predominantly be with private clients and high net worth individuals and families. Alongside report writing and research you will also attend meetings with the advisors and be a close point of contact to the clients.This is not just a basic paraplanning role
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional development is actively encouraged. In return you will work in an exciting and fast paced environment and receive a marketleading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
The benefits package is excellent and hybrid working is encouraged and embraced.


  • Paraplanner

    3 days ago


    Sutton Coldfield, Birmingham, United Kingdom Recruitment 22 Limited Full time £40,000 - £45,000 per year

    Paraplanner – 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...


  • Sutton Coldfield, United Kingdom Eden Rose Full time

    Technical 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...

  • Paraplanner

    1 day 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...

  • Paraplanner

    2 days ago


    Sutton Coldfield, Birmingham, United Kingdom mbf Full time

    ParaplannerLocation: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...

  • Paraplanner

    2 weeks ago


    Sutton Coldfield, United Kingdom Bell Cornwall Full time

    Overview 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...


  • Sutton, United Kingdom MAZARS UK Full time

    A 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...

  • Paraplanner

    7 days ago


    Sutton, United Kingdom MAZARS UK Full time

    Paraplanner (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,...


  • Sutton Coldfield, United Kingdom Bell Cornwall Full time

    A 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...


  • Sutton Coldfield, United Kingdom Eden Rose Full time

    A 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...


  • Sutton SM, United Kingdom Turpin Barker Armstrong Full time £25,000 - £26,000 per year

    We are an ACCA Accountancy Practice, Insolvency Practitioners and Chartered Financial Advisors, who have served our clients for over 35 years, we have a heritage we are extremely proud of. More importantly, however, is the future: our ten Partners and sixty other team members are excited by the opportunities we provide to help our clients reach their...