The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base.
You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the wealth advisers who advise on a range of Pensions and Investment products.
NJR Recruitment is delighted to be currently working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of financial planning
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Huddersfield office (hybrid working possible).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Graduate Trainee Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects