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.
Meet potential new clients to ascertain their current and future financial planning needs.
General
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Our client is an Independent Financial Planning firm with offices in Wakefield.
C.£40,000 basic (DOE), plus basic and benefits
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.
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.