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).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This firm will support you with both technical qualifications and skills in the role and longer term the potential to progress towards being a financial planner.
You must have financial planning administration experience and ideally be CII Level 4 Diploma qualified or keen to study this.
Basic salary up to £35,000 and benefits