We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available.
Our clients main focus is on providing a high quality financial planning service to their clients.
Our client is an Independent Financial Planning firm with offices in Wakefield.
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports.
What are the progression routes
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
Do you have strong experience in a senior Management Accountant or possibly Finance Director role?
Are you looking for a role that gives the right person scope to progress to board level in the next couple of years and possibility of a leadership role of the business in the next year or two after that?
Would you like to work for a well established and highly successful manufacturing company?
Posted by Castlefield Recruitment • £36K/yr to £41K/yr
Duties
Responsible for Financial Planning and Analysis.
General
Finance Business Parter £36,000 - £41,000 Permanent Greater Manchester:
Castlefield Recruitment are working with a not-for-profit organisation in the Greater Manchester region who are looking to recruit a Finance Business Partner to their team on a permanent basis.
Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
The salary for this Paraplanning role is up to £38,000 Benefits
We are seeking a talented paraplanner to join our client's growing Paraplanning Department.