Financial advisory occupations Work, Jobs in Shirley, Wmd (with Salaries)

Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
8d
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
11d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
8d
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
2d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
11d
Independent Financial Advisor
Jerroms —Solihull
- Organisational skills
- Communication skills
Quick apply
11d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
2d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
7d
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
12d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d

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financial advisory occupations jobs near shirley, wmd

Paraplanner

Derek Mills Wealth Consultancy
Solihull

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Job details

Permanent | Part-time
£30,000 - £36,000 a year
8 days ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Tax experience
Office experience

Full job description

Paraplanner

Part-Time
Salary: Competitive and dependent on experience

Join an award-winning Wealth Management Practice

An exciting opportunity has arisen for an experienced Paraplanner to join our friendly and highly successful wealth management practice based in Solihull.

We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.

This is an excellent opportunity for someone looking to be part of a professional, supportive team where quality, client care and attention to detail are at the heart of everything we do.

The Role

This is a modern paraplanning role where technology supports many of the traditional administrative and report-writing tasks, allowing you to spend more time ensuring recommendations are accurate, compliant and delivered efficiently.

Working closely with our advisers and wider team, your responsibilities will include:

Using the Plannr CRM system to maintain client records, manage workflows, progress cases and ensure data accuracy throughout the advice process
Preparing client meeting documentation
Gathering and collating financial information
Inputting data into financial planning and tax calculation software
Assisting with pension, investment and protection cases
Liaising with providers and third parties
Supporting advisers throughout the advice process
Maintaining accurate client records and back-office systems
Helping ensure cases are progressed efficiently from start to finish

Training will be provided on our systems and processes.

About You

We're looking for someone who enjoys working accurately and methodically, takes pride in producing high-quality work and genuinely enjoys being part of a team.

You will have experience working within an Independent Financial Adviser (IFA) or Wealth Management practice.

The successful candidate will have:

Experience within Financial Services (essential)
A good understanding of pensions, investments and financial planning
Excellent attention to detail
Strong communication skills, both written and verbal
The ability to manage your own workload and use your initiative
A positive, flexible and professional attitude
Strong IT skills and confidence using multiple systems
A willingness to learn and develop

Experience using financial planning software or tax calculation tools would be advantageous, although full training will be provided.

If you are already studying towards the Level 4 Diploma in Financial Planning (DipPFS), or would like to do so, we will support your professional development.

What We Offer

Flexible part-time hours
Competitive salary depending on experience
Ongoing training and professional development
Support towards professional qualifications
A friendly, collaborative and supportive working environment
The opportunity to work within an ambitious, growing wealth management practice using modern technology and processes

If you are looking for a role where your knowledge, accuracy and attention to detail will make a real difference, we'd love to hear from you.

Following a successful probation period, along with system training completion, hybrid working will be considered.

Pay: £30,000.00-£36,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Referral programme

Application question(s):

What 3 skills would you bring to this Paraplanner role?
Have you worked directly with pensions, investments, and inheritance tax planning?
Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?

Work Location: In person

Quick apply

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financial advisory occupations jobs in shirley, wmd

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