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
If you have a passion for planning and logistics, and thrive in a fast-paced environment, this role is perfect for you!
Our client, a leading manufacturing company, is seeking a dynamic and experienced Planning Supervisor to join their team.
In this role, you will play a crucial part in optimising inventory levels, ensuring smooth operations, and maintaining excellent relationships with suppliers.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
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.
Our client is an Independent Financial Planning firm with offices in Wakefield.
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
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.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.