The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Offering hybrid working, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
Posted by Taylor James Professional Recruitment • £28K/yr to £34K/yr
General
Our award winning and chartered Leeds based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
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.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Posted by Lime People Search & Select Ltd • £28K/yr to £35K/yr
General
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for
Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Office Location: Central Huddersfield
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
A rapidly expanding financial advisory firm, situated in Wakefield, is seeking to recruit Financial Consultants to bolster their growing team.
This is an exciting time to join this dynamic company, especially as they prepare to transition to a new office space in May 2024 which will include a gym and recreational spaces.
With a commitment to career advancement and generous remuneration packages, this opportunity is ideal for those eager to progress professionally while enjoying competitive salaries, comprehensive benefits and flexible and hybrid work arrangements.
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).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
Our Client is a highly successful and innovative IFA Practice who are based in North Yorkshire region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
Office Location: Halifax
Hybrid/Home Working: Yes - Hybrid office/home working