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Financial Adviser jobs in Willenhall

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    • You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both…
    • Evaluate clients' financial information to determine eligibility for mortgage products.
    • Minimum of 2 years of experience as a regulated mortgage adviser.
    • For this role we are seeking an enthusiastic and personable sales person to engage our brokers and provide solutions for complex financial scenarios.
    • Good knowledge of the financial products and advice process.
    • Demonstrated Financial Services advice experience gained either through providing or monitoring…
    • View all Wesleyan jobs - Birmingham jobs - Financial Advisor jobs in Birmingham
    • Salary Search: Financial Adviser Support Manager salaries in Birmingham
    • See popular questions & answers about Wesleyan
    • Assist in the preparation of financial plans and reports for clients.
    • Conduct thorough research on financial products and market trends using FE Analytics and…
    • My clients have a customer service and client servicing team, meaning you are fully supported, from appointment to completion.
    • Basic Salary £28,000 - £32,000.
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    • Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval.
    • They are a successful and reputable local Estate Agents, who are looking to bring on an additional Mortgage Adviser to manage and develop the strong inbound…
    • Undertaking research and drafting reports to enable the Directors / Advisers to provide advice to clients in all aspects of personal and corporate financial…
    • You will be working as part of a Multidisciplinary Team within St George’s Acute Mental Health Wards to provide a full range of Financial Support Advice…
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    • The purpose of the financial accounting and reporting team is the delivery of robust, pro-active financial information including monthly reporting to Group…
    • Processing New Business following adviser handover.
    • Preparing review checklist for adviser/client appointments.
    • Salary - Up to £30,000 depending on experience.
    • Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
    • They will have strong leadership skills, the ability to engage and negotiate with a wide range of stakeholders, and expertise in interpreting complex financial…

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paraplanner

Job Post Details

Paraplanner

Recruit UK
5.0 out of 5 stars
Birmingham B2
Hybrid work

Job details

Pay

  • Up to £45,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Birmingham B2•Hybrid work

Benefits
Pulled from the full job description

  • Company events
  • Company pension
  • Work from home

Full job description

Job Title: Paraplanner

Industry: Financial Services

Location: Birmingham

Salary: £45,000

Job Ref: 9622

Job Description: Paraplanner Recruit UK are working on an excellent opportunity for a Paraplanner in Birmingham to join a well established UK Independent Financial Advice firm. The successful candidate will be working within an established Paraplanning team, the key purpose of the role is to provide comprehensive paraplanning support to their Independent Financial Advisers.

You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both internal and external business quality standards. You will be supported by an experienced team of financial administrators.

What’s in it for you: Paraplanner

· Basic salary £45,000 (dependent on experience)

· Excellent benefits

· Hybrid working (2–3 days home based)

· Join friendly team

· Career progression

· Professional support / training

· Study support - Chartered

Skills and experience required: Paraplanner

· Paraplanning Experience

· Part level 4 Diploma in Financial Planning considered

· 2 years Financial Services experience

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK IFA firm in Birmingham on a Paraplanner role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.

Job Type: Full-time

Pay: Up to £45,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Work from home

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Birmingham B2

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