client manager paraplanner jobs in Sutton Coldfield

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and Linked In Learning as required.

Paraplanner Sutton Coldfield- Hybrid BCR/AK/31848 £37,000-42,000 Bell Cornwall Recruitment’s client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely on their support for excess work...

ParaplannerRef: BCR/JP/31848bSalary: £30,000 - £40,000 (Dependent on Experience)Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.Paraplanner responsibilities:Prepare compliant suitability reports across pensions, investments,...

You will play a central role in shaping bespoke financial plans across complex areas including investments, pensions, tax planning, estate planning and IHT mitigation. Key Responsibilities Produce detailed, compliant suitability reports for high-net-worth clients Conduct comprehensive technical research across pensions, investments and tax planning

A financial services company in Sutton Coldfield is seeking an Administrator to provide crucial support to Advisers and the Operations Manager. The candidate must have at least 2 years of experience in the IFA Market and strong computer skills. Responsibilities include preparing client reviews, updating the office system, and supporting meetings. This role offers a chance to develop interpersonal...

A local government authority in the UK is seeking a Client Finance Officer to manage welfare benefits for vulnerable service users. This role involves acting as a corporate appointee and working closely with social workers. The ideal candidate will have excellent communication skills, empathy, and the ability to work in a small team. Duties include providing support on finance issues and ensuring...

A situated accountancy practice in Sutton seeks an experienced Audit Senior to manage audit portfolios and oversee financial statement production. The role requires ACCA or ACA qualifications, leadership skills, and expertise in UK GAAP. The firm offers a competitive salary range of £40,000 - £55,000 along with benefits to attract top talent. Ideal candidates will excel in client relationship...

A reputable legal firm in Sutton Coldfield is seeking a Private Client Legal Assistant. The role involves assisting Solicitors and Clients, managing legal documents, and ensuring smooth operations. Ideal candidates will have experience as a Legal Assistant, advanced computer and organisational skills, and attention to detail. This position offers 26 days holiday, a pension scheme, and support for...

A well-established law firm in Sutton Coldfield is seeking an enthusiastic legal assistant to join their private client team. This office-based role will involve handling client queries, managing legal documents, and assisting with various administrative tasks. The ideal candidate should have prior experience as a legal assistant and possess strong organisational skills. The firm offers an...

You will be responsible for managing client enquiries, maintaining accurate files, and providing essential support to fee earners. With a focus on client care and high-quality legal advice, this firm values your contributions and offers a competitive benefits package, including target-related bonuses and opportunities for professional development.

Job description The Big Idea: Help Brands Get Chosen. More Often. At WAA Chosen, we believe marketing only really matters when it makes a brand the obvious choice. That’s why everything we do, from brand and digital to PR and promotions, has one simple purpose: to deliver creativity with commercial bite. We’re an employee-owned agency, which means everyone here has a stake in the success we...

A well-established legal practice is seeking an experienced Private Client Solicitor to join their busy Private Client Department. This is a fantastic opportunity for a motivated solicitor with a proven track record to contribute to the growth and success of the team while delivering excellent client service. What You’ll Do Support the ongoing development of the Private Client Department and...

Our Legal 500–recognised client is seeking an experienced Private Client Legal Assistant with strong administrative and organisational skills. A solid understanding of wills and probate and the ability to manage multiple tasks in a fast-paced environment are essential. The Firm: Our Legal 500 client is a nationwide, full-service firm with 20+ offices, praised for its high-quality advice and...

Job Description Billing Operations Manager – Recruitment Agency (FM) We’re partnering with a specialist Facilities Management recruitment agency to recruit an experienced Billing Operations Manager to oversee and optimise their billing function. This is a key operational role within a fast-paced, high-volume recruitment environment, ideal for someone with strong management & billing experience...

IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team working...

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and...

Private Client Legal Assistant – Sutton Coldfield A well-established private client team in Sutton Coldfield is seeking an enthusiastic and highly organised Private Client Legal Assistant. This role offers the opportunity to work in a supportive environment, providing essential assistance to Solicitors and Clients while ensuring smooth operation of day-to-day legal processes. The role As a...

Are you a driven Private Client Legal Assistant with a minimum of 1 years' experience in the legal sector, looking for a new challenge with a prestigious Legal 500 firm? This is an excellent opportunity to demonstrate your outstanding administrative and organisational skills within a respected firm where your contributions will be valued. A solid understanding of wills and probate is essential,...

You will work closely with the Social workers and where appropriate Housing Finance Rent Recovery Teams to ensure that appointees in owned and managed properties do not accrue rent arrears and are up to date paying any care fees.

You will be prioritising key tasks regularly.

An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team. Responsibilities Dealing with queries raised by clients, solicitors and other involved parties Provide client updates and monitor matter progression Opening and closing matters on the case management system compliant with the firm's AML and...