Junior administrator Work, Jobs in Sutton Coldfield, Wmd (with Salaries)

Trainee Paraplanner
WeRecruit4You Ltd —Sutton Coldfield
- £30,000 - £40,000 a year
- Full-time
- Data analysis skills
- Financial services
- In-person
- Free parking
Quick apply
18h
Office Junior/Administrator
Bond Wolfe Auctions —Solihull
- £10.85 - £12.71 an hour
- Full-time
- Microsoft Word
- Databases
- In-person
Quick apply
10d
School Administrator
Highfield Junior and Infant School —Birmingham
- £13,422 - £14,753 a year
- Part-time
- English
- Administrative experience
- Organisational skills
- Employee discount
- Referral programme
11d
Remedial Quotation Administrator
ISS Facility Services —Birmingham
- Microsoft Office
- Analysis skills
- Continuous improvement
Quick apply
Digital Systems and Improvement Officer
Universal Care Services —Hinckley
- £30,000 a year
- Full-time
- Travel
- AI
Quick apply
3d
Manual Test Engineer
Select Engineering —Solihull
- £37.04 an hour
- Call to connect
- Project management
- Mentoring
Payroll Manager
KF Security Solutions Ltd —Birmingham
- £31,000 - £33,000 a year
- Overtime
- Hybrid work
- Master's degree
- Analysis skills
- Team management
- Work from home
- Sick pay
Quick apply
E-Rostering Advisor
University Hospitals Coventry and Warwickshire NHS Trust —Coventry
- £32,073 - £39,043 a year
- Full-time
- Management
- Mentoring
- Contracts
- Annual leave
11d
Senior Business Rates Officer (Birmingham)
CBRE —Birmingham
- Full-time
- Hybrid work
- Microsoft Office
- Mentoring
- Training & development
Assistant Manager - Restructuring
bk plus —Walsall
- Full-time
- Business development
- Supervising experience
- Team management
- Employee assistance programme
- Employee discount
Quick apply
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Pensions Administrator
XPS Pensions Group —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Organisational skills
- Employee discount
- Referral programme
AWS Platform Engineer
Nonacus —Birmingham
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Computer Science
- AWS
- Scripting
Quick apply
Senior Manager, Customer Success Engineering
Veeam Software —Birmingham
- Remote
- Leadership
- Annual leave
- Employee assistance programme
13d
Senior SAP SuccessFactors EC Payroll Consultant
Capgemini —Birmingham
- Hybrid work
- Product management
- Mentoring
- Agile
Mortgage Sales Manager
Placing Faces —Birmingham
- £35,000 - £45,000 a year
- Full-time
- Team management
- Leadership
Manager, Lead ServiceNow Solution Architect, Global
Deloitte —Birmingham
- Hybrid work
- Analysis skills
- Mentoring
- APIs
Manager, Lead Specialist, ServiceNow Solution Architect
Deloitte —Birmingham
- Hybrid work
- Analysis skills
- Mentoring
- APIs
ServiceNow Senior Solution Architect
KPMG —Birmingham
- Full-time
- Scripting
- Agile
- SDLC
Senior Cloud and Network Engineer
thyssenkrupp Materials UK —Cradley Heath
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Travel
- Employee assistance programme
- Employee discount

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junior administrator jobs near sutton coldfield, wmd

Trainee Paraplanner

WeRecruit4You Ltd
Sutton Coldfield

Quick apply

Job details

Full-time
£30,000 - £40,000 a year
18 hours ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Investment
Financial planning
Suitability report preparation
Data analysis skills
Technical support
Financial analysis
Financial services
Communication skills
Time management

Full job description

Trainee Paraplanner

Location: Sutton Coldfield, West Midlands
Salary: From £35,000 per annum, depending on experience and qualifications
Job Type: Full-time, Permanent
Working Hours: Monday–Thursday 8:30am–5:00pm | Friday 9:00am–1:00pm
Location Type: Office-based

About the Opportunity

WeRecruit4You Ltd is delighted to be recruiting for a Trainee Paraplanner to join a well-established wealth management business in Sutton Coldfield.

This is an excellent opportunity for someone looking to develop their career within financial planning and wealth management, working closely with experienced Financial Advisers and supporting the delivery of high-quality advice to clients.

The successful candidate will ideally have some existing experience within an IFA, financial planning or wealth management environment and be looking to take the next step in their paraplanning career.

The Role

As a Trainee Paraplanner, you will provide technical and administrative support to the Financial Adviser team, helping to ensure clients receive accurate, compliant and well-researched financial planning recommendations.

Your responsibilities will include:

Providing technical support to Financial Advisers.
Assisting with the preparation of Suitability Reports and client recommendation letters.
Calculating and assessing Capital Gains Tax (CGT) liabilities relating to investment disposals.
Gathering, checking and analysing client information.
Reviewing fact finds, policy information, valuations and cashflow reports.
Researching financial planning solutions and preparing supporting information.
Ensuring documentation is accurate, thorough and compliant.
Working closely with Advisers and colleagues to support the smooth delivery of the client advice process.
Maintaining a high level of attention to detail across all client documentation and technical work.

About You

We are looking for someone who is keen to build a long-term career within financial planning and has a genuine interest in developing their technical knowledge.

You may already be working as a:

Trainee or Junior Paraplanner
Paraplanner
IFA Administrator
Wealth Management Assistant
Financial Planning Administrator
Financial Services Administrator

Ideally, you will have some experience within an IFA or financial planning environment and be part-way through your Diploma in Regulated Financial Planning (DipPFS) or working towards relevant financial planning qualifications.

We would also consider candidates from closely related financial services backgrounds who can demonstrate the right attitude, aptitude and desire to progress into paraplanning.

Key Skills & Qualities

Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
A good understanding of financial planning and investment principles.
Strong organisational and time-management skills.
The ability to analyse information and work with figures.
A proactive approach to learning and professional development.
The ability to work effectively as part of a team.
A professional and client-focused approach.
The motivation to develop a long-term career in paraplanning and financial planning.

Why Apply?

This is a great opportunity to join an established wealth management business where you can continue developing your technical knowledge and gain valuable experience across a broad range of financial planning activities.

You'll have the opportunity to work alongside experienced Financial Advisers, develop your paraplanning skills and progress your professional qualifications.

Salary starts from £35,000 per annum, with the final package dependent on your experience and qualifications.

How to Apply

If you're currently working in financial services and are looking for your next step into paraplanning, we'd love to hear from you.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Experience:

Paraplanning : 1 year (preferred)

Location:

Sutton Coldfield, West Midlands (preferred)

Work Location: In person

Quick apply

Refine Your Search

junior administrator jobs in sutton coldfield, wmd

Trainee Paraplanner

Office Junior/Administrator

School Administrator

Remedial Quotation Administrator

Digital Systems and Improvement Officer

Manual Test Engineer

Payroll Manager

E-Rostering Advisor

Senior Business Rates Officer (Birmingham)

Assistant Manager - Restructuring

Senior Pension Administrator

Senior Pensions Administrator

AWS Platform Engineer

Senior Manager, Customer Success Engineering

Senior SAP SuccessFactors EC Payroll Consultant

Mortgage Sales Manager

Manager, Lead ServiceNow Solution Architect, Global

Manager, Lead Specialist, ServiceNow Solution Architect

ServiceNow Senior Solution Architect

Senior Cloud and Network Engineer

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