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
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.
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.
Recruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm.
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.
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.
These roles offer the opportunity of a long term career in Financial Services working as a fully CeMAP qualified Mortgage Adviser (6 Positions Available)
With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers.
For June & July 2024 we now have 6 additional opportunities to join the UK'S leading new homes mortgage provider and to become a Trainee Mortgage Adviser.
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.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
Are you a fully qualified accountant with experience of financial reporting and controls?
Are you confident in your ability to create and implement policies for a Group that is in an acquisitive phase, and is now looking to standardise ways of working and accounting across an expanding business?
If so, this is an excellent opportunity to propel your career and we would love to hear from you!