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Junior IFA Administrator Huddersfield £22,000- £23,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for a Trainee IFA Administrator to join their ambitious, expanding and technically astute team. The main purpose of your role will be to prepare written advice and provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities include: Processing New Business Liaising with clients and providers Obtaining valuations Checking all compliance paperwork is present Creating meeting packs ahead of client meetings Answering incoming queries Provide support to a busy financial planner What's in it for you? 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare The successful candidate will need to have proven experience working as a within an office environment with a keen interest in developing a career in financial planning. Ideally, you will have a finance related degree and those working wards Level 4 qualifications will be of most interest. You will have excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR14823 #FIN1
Trainee Paraplanner Huddersfield £26,000 - £33,000 Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team. Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities Undertaking analysis and proposing solutions for individual clients Compilation of research material for individual clients Obtain illustrations/quotes for all new business, together with supporting literature Liaison with clients, providers and consultants to obtain required information Report writing, ensuring that all compliance matters are covered in the suitability report Handling on-going servicing queries on behalf of the advisers What's in it for you? 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare The successful candidate will have previous experience working within Financial Planning - preferably within an Independent Financial Services environment. Qualifications are not essential, but you will need to be prepared to achieve the level Level 4 diploma over time and all study support is provided. What is essential is that you are passionate and dedicated to a career in wealth management as well as having solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants quoting REF: NJR14822 #FIN1