Senior paraplanner Work, Jobs in West Bromwich, Wmd (with Salaries)

Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
11d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner (Remote)
AFH Financial Group —Bromsgrove
- Full-time
- Remote
- Training & development
- Employee discount
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- CRM software
- Computer literacy
- Free parking
Quick apply
1d

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Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
Liaise directly with providers by telephone and email to obtain information, resolve queries and progress client cases.
£30,000 - £38,000 a year
Quick apply
11d
Senior Paraplanner
RGH‑Global Limited —Birmingham
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year

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Senior Client Manager (Paraplanner)

Fairstone Financial Management (West Midlands Hub)
Brierley Hill

Quick apply

Job details

Full-time
£30,000 - £38,000 a year
11 days ago

Benefits

Free parking
Cycle to work scheme
Annual leave
Company pension
Company events
Paid volunteer time
Enhanced maternity leave
Enhanced paternity leave
Life insurance
On-site parking

Qualifications

Financial Conduct Authority guidelines
Financial planning
Pension
Report generation
Stakeholder liaison
UK GDPR
Administrative support experience
Financial report writing
Microsoft Office Suite
Organisational skills
Technical writing
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Details: Full time office based with the option of hybrid working after successfully passing probationary period.

Location: Fairstone Financial Management (West Midlands Hub), 2nd Floor, Quay House, Waterfront Way, Brierley Hill, West Midlands, DY5 1XD

Company Description

Fairstone Financial Management provides clients with trusted, independent financial advice. Our tailored consultancy service takes time to understand each client’s unique financial goals. We pride ourselves on our independent status, offering impartial advice on pensions, investments, mortgages, protection and corporate solutions.

Job Description

We are seeking an experienced, highly organised and technically confident Senior Financial Services Administrator to join our West Midlands Hub. Reporting to the Head of Client Management, the role will provide high-quality administrative, technical and report-writing support to Financial Advisers, helping to ensure clients receive a professional, compliant and efficient service. The successful candidate will have strong financial services experience, hold or be working towards relevant CII qualifications, and be confident producing client-facing reports and correspondence to a high standard.

Key Responsibilities

Prepare accurate, compliant and client-focused reports and correspondence, including pension switches, drawdown and new investments.
Provide senior-level administrative and technical support to Financial Advisers, ensuring work is completed accurately, efficiently and within agreed service standards.
Use research and planning tools such as FE Analytics and CashCalc, alongside the Gateway back-office system, to support adviser recommendations and client servicing activity.
Maintain accurate client records, diary management and reporting processes to ensure clear audit trails in line with company and compliance standards.
Liaise directly with providers by telephone and email to obtain information, resolve queries and progress client cases.
Review administrative work for accuracy and quality where required, supporting continuous improvement across the team.
Collaborate with colleagues, advisers and other internal teams to improve efficiency, client service and operational consistency.
Support, coach and share knowledge with other administrators where appropriate.
Strictly adhere to GDPR regulations, internal policies and FCA requirements, including the principles of fair client outcomes and compliant record keeping

Experience, Knowledge and Qualifications

Previous experience in a financial planning, wealth management or financial services administration role is essential, ideally at senior administrator level.
Strong knowledge of financial services products, including pensions, investments, protection and platforms.
Proven experience preparing client-facing reports, annual review documentation, valuation summaries and technical correspondence.
Good understanding of FCA regulatory requirements, GDPR, compliance processes and the importance of maintaining accurate audit trails.
Confident user of Office 365 applications, with experience of back-office systems and research tools desirable.

Key Competencies

Excellent accuracy and attention to detail, particularly when preparing reports and client communications.
Strong ability to prioritise, plan and manage workload in line with deadlines and service level agreements.
Proactive, dependable and able to use initiative when resolving queries or improving processes.
Collaborative team approach with the confidence to support colleagues and share technical knowledge.
Excellent written and verbal communication skills, with the ability to produce clear, professional and client-friendly reports.
Strong organisational skills and the ability to maintain high standards under pressure.
Commercial awareness and a commitment to delivering excellent client outcomes.

Benefits

Competitive salary, dependent on experience and qualifications.
Full time or part time office-based role, with the option of hybrid working after successfully completing the probationary period.
Opportunity to develop technical knowledge within an established financial planning and wealth management business.
Supportive team environment with opportunities to share knowledge and work collaboratively.
Ongoing training and development support, including progression towards relevant financial services qualifications where appropriate.
Company pension scheme.
Death in service.
25 days annual leave, increasing to 30 days with length of service.
Market leading enhanced family friendly policies.
Cycle to work scheme.

Pay: £30,000.00-£38,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Enhanced maternity leave
Enhanced paternity leave
Free parking
Life insurance
On-site parking
Paid volunteer time

Experience:

Paraplanning: 1 year (required)
Financial Administration: 3 years (required)

Work Location: In person

Quick apply

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senior paraplanner jobs in west bromwich, wmd

Senior Client Manager (Paraplanner)

Senior Paraplanner

Paraplanner (Remote)

Senior Advice Technician

Paraplanner / Trainee Paraplanner / Administrator

Paraplanner

Financial Services Assistant and Junior Paraplanner

Senior IFA Administrator

Apprentice Private Client Administrator

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