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.
Reporting to the Senior Business Analyst and working closely with Business Transformation team and our Project Managers, you will act as a bridge between the business and IT delivery partner, getting involved in diverse range of change initiatives across the wider business.
Your role will primarily be to help identify change needs in respect of allocated projects, and assess the impact of those changes by capturing, analysing, and documenting As Is / To Be models, functional and non-functional requirements and testing requirements.
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.
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.
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
Are you looking to start a career as a Business Analyst (BA) and need tailored recruitment support and the right qualifications to secure your career?
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career in this rewarding sector will suit you.
A business analyst is a problem solver who for example investigates an issue or area of weakness within an organisation, analyses solutions and helps facilitate the change that is needed.