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.
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.
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:
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
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 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.
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.
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.
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 an experienced IFA Administrator to join their ambitious, expanding and technically astute team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
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.
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