Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
This newly created Paraplanner role is located for their Huddersfield regional hub, one of 40 national offices.
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
Business Support to their Independent Financial Advisors
Are you looking for a home-based Financial Advisor position with better work / life balance and interested in potentially earning more income from the same clients?
The whole IFA firm is fully focused on making it simpler for their Financial Advisors and providing genuine value.
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 a trainee paraplanner to work in their Huddersfield office (hybrid working possible after training).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client, a prestigious financial planning firm near to Huddersfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.