Financial planner Work, Jobs in Kenilworth (with Salaries)

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
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
Financial Advisor
Partnership Recruitment —Warwick
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Wealth Planner - Wealth Management
Barclays —Birmingham
- Financial services
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Paraplanner
Cooper Parry —Birmingham
- Full-time
- Analysis skills
- Analytics
Paraplanner
Boolers —Enderby
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- No degree
- Computer skills
- Business
- Free parking
- Health & wellbeing programme
Quick apply
7d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree

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Practice Administrator
Bridgegate Wealth Management —Kenilworth
Answer and make phone calls and respond to basic client requests. Understand etiquette of dealing with clients. A-Level or equivalent (required).
£24,000 - £25,000 a year
Quick apply
7d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or…
£24,000 - £36,000 a year
Quick apply

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Paraplanner / Trainee Paraplanner / Administrator

Capelin Financial Management Limited -
Solihull

Quick apply

Job details

Permanent | Graduate | Full-time
£24,000 - £36,000 a year

Benefits

Financial planning services
Company pension
Private medical insurance
Life insurance

Qualifications

Financial planning
Driving Licence
Report writing
English
Analysis skills
Organisational skills
Financial services
A Level

Full job description

Are you looking to accelerate your career in financial planning this year? If so, you might be the special person keen to join our outstanding team of professional Chartered Financial Planners!

We have a proud tradition in developing talented individuals and helping them to become fully qualified career professionals. This is a fantastic opportunity to work alongside motivated, fully qualified colleagues and one where you will have a real impact to the success of our highly successful wealth management consultancy.

You will be an integral member of our client services support team. Your initial responsibility is to provide a first class paraplanning and administrative support for our clients and to your colleagues.

You will ensure that our Chartered Financial Planners are well organised, informed, and prepared to perform their client servicing duties effectively, efficiently and on time.

Experience within a professional financial services environment is essential as we are looking for your complementary skills to enhance our services to clients.

You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or even a fully qualified paraplanner looking for a senior position. We offer financial assistance and rewards for your progress in your professional examinations.

We have the commitment and flexibility to welcome you into our growing team. This is a career opportunity which is 100% office based - no lonely hybrid working. We are a busy business, please no direct approaches or agencies please.

Job Types: Full-time, Permanent, Graduate

Pay: £24,000.00-£36,000.00 per year

Benefits:

Company pension
Financial planning services
Life insurance
Private medical insurance

Application question(s):

Do you live within 30 minutes commuting time of Knowle, B93 0LY?
A brief personal statement please? e.g. describe your career ambitions? What personal skills will you bring to our team? Do you have any career plans for the next say, 5 years? What appeals to you about this role? Over 200 people applied last time we advertised - this is your opportunity to make your application stand out!

Education:

A-Level or equivalent (required)

Language:

English as your first language (required)

Licence/Certification:

Driving Licence (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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financial planner jobs in kenilworth

Paraplanner / Trainee Paraplanner / Administrator

Wealth Planning Administrator

Financial Advisor

Senior IFA Administrator

Senior Advice Technician

Wealth Management Administrator

Wealth Planner - Wealth Management

Senior Paraplanner

Senior Financial Planning Administrator

Paraplanner

Paraplanner

Paraplanner

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