Senior Paraplanner

6 days ago

Bromsgrove, United Kingdom Ortus PSR Full time

Are you an experienced Paraplanner looking for a business that invests in its staff and can provide you access to technical files? We are working with a national firm that is looking to add Paraplanner to their growing research team in Bromsgrove. On offeris flexible working minimum 2 days in the office.

**Key Responsibilities**:
Participating in and delivering comprehensive financial research, on products and investments on an independent basis using company-approved research tools

Producing, when required, tax and other complex calculations

Preparing and interpreting complex plan information with a view to completing transfer analysis

Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas

Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed

Working closely with the Technical Research Manager to train/develop Technical Research staff

**To be considered**:
Diploma in Financial Planning as a minimum qualification requirement

Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports

experience in an IFA environment,

**Benefits**:
Contributory pension scheme

Bonus scheme

Cash plan health benefit scheme

Competitive and flexible holiday allowance, with buy and sell scheme options

Training and qualifications

Employee referral bonus scheme

Death in service benefit at 4 x your annual salary

Christmas party and summer events

Loyalty bonus for all staff based on length of service.

Additional holiday days for long service

  • Paraplanner

    2 weeks ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    Paraplanner AFH Financial Group – Bromsgrove, United Kingdom – Permanent – Full time – Competitive AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a...

  • Senior Paraplanner

    17 hours ago

    Bromsgrove B JE, United Kingdom AFH Wealth Management Full time

    Senior ParaplannerAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. We are recruiting for a Senior...

  • Paraplanner (Remote)

    2 weeks ago

    Bromsgrove, United Kingdom AFH Wealth Management Full time

    Join to apply for the Paraplanner (Remote) role at AFH Wealth Management. AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting...

  • Paraplanner

    2 weeks ago

    Bromsgrove, United Kingdom AFH Financial Group. Full time

    Location: Bromsgrove, Worcestershire, United KingdomSalary: Competitive Salary and BenefitsParaplannerAFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a...

  • Paraplanner (Remote)

    2 weeks ago

    Bromsgrove, United Kingdom AFH Financial Group. Full time

    Location: Bromsgrove, Worcestershire, United KingdomSalary: Competitive Salary and BenefitsParaplanner - RemoteAFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges,...

  • Paraplanner | Bromsgrove, UK

    2 days ago

    Bromsgrove, United Kingdom AFH financial group Full time

    OverviewAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full‑time, permanent opportunity,...

  • Paraplanning Administrator

    5 days ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Paraplanning Administrator** AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a...

  • IFA Administrator

    2 weeks ago

    Bromsgrove, United Kingdom IDEX Consulting Full time

    Job description An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to...

  • IFA Administrator

    6 days ago

    Bromsgrove, United Kingdom IDEX Consulting Full time

    OverviewAn excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to...