Paraplanner

Recruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm.

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. 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.

Role:

The successful candidate will work closely with their Financial Advisers 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. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports

What’s in it for you:

• Competitive salary £28-35k (dependent on experience)
• Join friendly paraplanner team at their Huddersfield offices
• Career progression / study support
• 25 days holiday (rising with length of service) plus Bank Holidays
• Benefits include Life Assurance, Pension and Holiday Purchase Scheme

Skills and experience required:

• Ideally Diploma (Dip PFS) qualified, equivalent knowledge/experience considered
• Paraplanning experience

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established UK Financial Advice firm in Huddersfield on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Job Title: Paraplanner

Industry: Financial Services

Location: Huddersfield

Salary: £28,000 - £35,000

Job Ref: 9051