Paraplanner (or Junior Paraplanner)
5 days ago
Paraplanner - Solihull, hybrid (1 day 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 team.
Why This Role?
- Flexible Working: Embrace the balance of remote work with only one day per week required in the office for team meetings.
- Competitive Salary: Earn around £35,000 per annum, plus a discretionary bonus (of £3-4K) and benefits.
- Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.
Key Responsibilities:
- Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
- Collaborating closely with advisors to provide tailored financial solutions.
- Conducting in-depth research and analysis to support client recommendations.
- Ensuring compliance with industry regulations and company standards.
- Prepare documentation to be presented to the client by the adviser in the advice process
- Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained
Who We're Looking For:
- Experience: Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply.
- Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
- Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.
Join Our Client's Vision:
Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.
-
Paraplanner
1 month ago
Wolverhampton, UK, West Midlands, United Kingdom Financial Divisions Full timeParaplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered statusMy client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...
-
Paraplanner
2 months ago
Birmingham, UK, West Midlands, United Kingdom Clayton Davies Full timeJob Description:Our client is a national wealth management firm who are looking for a Paraplanner to support the Financial Advisers by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Advisers to provide a full holistic...
-
Paraplanner
2 months ago
Birmingham, UK, West Midlands, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to a recent acquisition they are now looking for a Paraplanner to join their team in Glasgow.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...
-
Paraplanner - Hybrid Working
3 weeks ago
Bristol, UK, South West England, United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial...
-
Senior Paraplanner
1 week ago
Cheshire East, UK, North West England, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
-
Financial Planning Administrator
3 months ago
Birmingham, UK, West Midlands, United Kingdom Bruin Full timeA boutique firm of Financial Planners have recently acquired a couple of new client banks and subsequently are looking for a strong Financial Planning Administrator to join their Client Servicing team in Birmingham.Working alongside the Advisers and Paraplanners daily responsibilities will include;Submission of new business applicationsOversee management of...
-
Trainee Financial Adviser
2 months ago
Birmingham, UK, West Midlands, United Kingdom Bruin Full timeAccount Executive / Trainee Financial AdviserBirminghamA Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser.The firm are looking for an individual who is looking for support to finish their qualifications and move on to...
-
Customer Support Administrator
5 days ago
Leeds, UK, West Yorkshire, United Kingdom Pertemps Network Group Full timeClient Support Administrator – LeedsSalary: £23,500 per annumWorking Hours: Monday to Friday, 8.30am-5pmAre you ready to elevate your career in a dynamic and supportive environment? This role offers the perfect blend of professional growth and personal satisfaction. As a Client Support Administrator, you will be an essential member of the Client Support...
-
Junior Paraplanner
2 weeks ago
UK, UK, United Kingdom mbf Full timeMbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK.Their team of professional are committed to delivering personalised and strategic advice, ensuring that...
-
Paraplanner (or Junior Paraplanner)
4 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day 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 (or Junior Paraplanner)
5 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day 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 (or Junior Paraplanner)
5 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day 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...
-
Paraplanner (or Junior Paraplanner)
5 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day 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 (or Junior Paraplanner)
5 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.All potential candidates should read through the following details of this job with care before making an application.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in...
-
Paraplanner (or Junior Paraplanner)
4 days ago
Solihull, United Kingdom mbf Full timeParaplanner - Solihull, hybrid (1 day per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.All potential candidates should read through the following details of this job with care before making an application.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in...
-
Paraplanner / Junior Financial Planner
4 weeks ago
UK, UK, United Kingdom mbf Full timeParaplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...
-
Paraplanner (or Junior Paraplanner)
2 days ago
Solihull, West Midlands, United Kingdom mbf Full time €35,000Paraplanner - Solihull, hybrid (1 day 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...
-
Paraplanner (or Junior Paraplanner)
2 days ago
Solihull, West Midlands, United Kingdom mbf Full time €35,000Paraplanner - Solihull, hybrid (1 day 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...
-
Senior Paraplanner
3 months ago
Guildford, UK, Surrey, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...
-
Paraplanner
4 weeks ago
UK, UK, United Kingdom mbf Full timeParaplannerLichfield - office basedSalary negotiable to around £45K plus company benefitsAre you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation,...
-
Paraplanner
3 weeks ago
Bath, UK, Bath & N E Somerset, United Kingdom Meraki Talent Ltd Full timeParaplannerPermanent, Full-Time Bath – Hybrid £45,000Meraki Talent is partnered with a UK-widee Financial Services firm to support the recruitment of an experienced Paraplanner to their team based in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.Applicants should have a...
-
Paraplanner
3 months ago
UK, UK, United Kingdom Ferguson Dean Full timeA national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...
-
Paraplanner
1 week ago
Liverpool, UK, Merseyside, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North West and Wales.My client is a leading Financial Advice...
-
Paraplanner
2 weeks ago
Preston, UK, Lancashire, United Kingdom Serata Search Ltd Full timeParaplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...
-
Paraplanner
1 week ago
Solihull, United Kingdom mbf. Full timeParaplanner - Solihull, hybrid (1 day 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
5 days ago
Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full timePosition: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...
-
Paraplanner
2 weeks ago
Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full timePosition: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...
-
Paraplanner
5 days ago
UK, UK, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...