My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.
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 45 national offices.
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
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:
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.
Are you an experienced temp and perm recruitment consultant seeking an improved workplace and /or life-work balance?
Time to join a rewarding, friendly and supportive team environment?
Based in Huddersfield you will become the 4th member of staff with a 'lead by example' and positive Branch Manager and Resourcer/Admin to help you maximise your own desk.
Undertaking analysis and proposing solutions for individual clients
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.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices.