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 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.
Where you'll be supported with development opportunities to grow you as a person and in your career?
Are you a naturally empathetic, caring and compassionate Healthcare Assistant or Support Worker in the UK with experience of caring for people with learning disabilities?
Do you want a fulfilling career, where you can make a difference and change lives for the better in a culture of kindness and teamwork?
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.