Update and monitor progress within a programme against contract requirements.
General
My client, an industry leading rail and civil engineering firm, is looking to hire an experienced Planning Manager on a contract basis, to join their Planning team on the most prestigious rail project in the North East.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
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.
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.
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking a trainee paraplanner to work in their Huddersfield office (hybrid working possible after training).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
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.
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.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Huddersfield regional hub, one of 40 national offices.
This is a key role within our Management Team as the Technical Services Delivery Manager you will be involved in managing a Technical Services Team (currently 12) and provide effective project planning for jobs/projects.
You will be responsible for ensuring a high-quality level of service is consistently delivered to all our customers and be able to identify and solve issues as part of the Management Team.
With excellent communication skills, you need to be an all-rounder who is driven by customer service.