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Full-time Paraplanner jobs in West Midlands, England

Now available 6 results are consistent

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SENIOR PARAPLANNER/TECHNICAL SALES SUPPORT

Conduct comprehensive research and analysis of financial products and services. Prepare detailed and compliant financial plans and reports for clients. Support financial advisors with client meetings, including attending meetings...

CompanyHeat Recruitment
AddressWest Midlands, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 3 weeks ago See detail

Senior Paraplanner/Technical Sales Support

Heat Recruitment

West Midlands, England

Conduct comprehensive research and analysis of financial products and services. Prepare detailed and compliant financial plans and reports for clients. Support financial advisors with client meetings, including attending meetings...

3 weeks ago seen See more...

Support Paraplanner

Idex Consulting Ltd

West Midlands, England

Develop a thorough understanding of the firm's advice process. Participating in and delivering financial research within agreed timeframes, on solutions and investments including VCTs, business relief, AIM, on an independent basis...

4 weeks ago seen See more...

Paraplanner

Kate+Co

West Midlands, England

£25,000 - £28,000 Annual

Have experience of providing administrative support in a financial/private client setting. Competent use of Microsoft Office Software. Comfortable working to deadlines. Excellent organisation skills and can prioritise workload. Ca...

4 weeks ago seen See more...

Junior Paraplanner

Coopergrey Recruitment Ltd

West Midlands, England

£34,000 - £37,000 per annum

Ensure the Financial Planners requirements are fully understood by effective questioning. Analysing information on a clients existing financial arrangements. Research products as agreed and in discussion with Financial Planner. Pr...

4 weeks ago seen See more...

Freelance Paraplanner

Bond Recruitment Ltd

West Midlands, England

£30,000 - £40,000 per annum, negotiable

Experienced Technical Paraplanner. Level 4 / Diploma Qualified. Must be able to write bespoke technical reports. Pensions. Investments. Onshore/Offshore Bonds. ISAs. General Investment Accounts. Life Assurance. Writing Bespoke Tec...

4 weeks ago seen See more...

Technical IFA Administrator / Junior Paraplanner - SJP experience

Cranleigh Personnel

West Midlands, England

£25,000 - £32,000 per annum

This SJP practice is based in Solihull and 20 in the team. They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. You will have full exam support and de...

a month ago seen See more...

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