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.
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.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
Recruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm.
This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.
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.
You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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).
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.
You will be required to work with a range of law firms and corporate organisations across the country, building relationships with new and existing clients.
Our client, one of UK's largest independent legal marketing collectives are growing rapidly and are looking for a Business Development Manager to join their team to help them identify new opportunities and drive their growth.
They are looking for someone who has previously worked in legal services and has a proven track record of delivering continual growth within a B2B sales role.