- Drafting financial planning reports for client presentations.
- Supporting planners by researching products and identifying suitable solutions for clients.
- Assisting with reviews, handling customer queries, and being a key contact point for clients.
- Coordinating submissions to provider companies.
- Managing client records on company software, ensuring accuracy, compliance, and professionalism.
- Preparing client review materials and handling illustration requests.
- Staying updated on financial products and regulations.
- Adhering to company and industry guidelines.
- Prior experience in a financial advisory firm and proficiency in Paraplanning/report writing.
- Diploma qualification is preferred, though candidates with relevant skills and experience will be considered.
- Reliable individual with strong prioritization skills.
- Excellent communication skills across all levels.
- Proficiency in producing business correspondence with a keen eye for detail.
- Strong analytical and problem-solving abilities.
- Team player with exceptional organizational skills.
- Flexibility to adapt to changes.
- Confidence in using IT and office software.
- Birthday day off.
- Annual salary review.
- Staff recognition awards.
- Support for professional exams.
- In-House Adviser Training.
- Career progression opportunities.
- Holiday Purchase Scheme.
- Life Assurance and Pension benefits.
- Corporate Eyecare coverage.
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Trainee Paraplanner
2 days ago
MI Search Ltd Huddersfield, United Kingdom permanentOur 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 advise ...
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Paraplanning Applications Coordinator
3 weeks ago
M&G plc Huddersfield, United KingdomAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to m ...
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Ortus PSR Huddersfield, United Kingdom Full timeAre you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of ...
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Financial Administrator
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Perspective Financial Group Ltd Huddersfield, United Kingdom**We are proud to be the UK's best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** · We regar ...
Paraplanner - Huddersfield, United Kingdom - Recruit Wealth Ltd
Description
Recruit Wealth is proud to present one of the rapidly growing national Financial Planning firms in the UK, backed by private equity to fuel expansion and acquisitions.
The client delivers a comprehensive service in financial planning, wealth management, investment management, and professional services.
This newly established Paraplanner position is based in their Huddersfield regional center, one of over 40 national offices. Their accolades and reputation make them a key player in the Financial Services sector.
Responsibilities:
Role Requirements:
Benefits of joining the team:
* 25 days holiday plus bank holidays
The company provides genuine career growth prospects with supportive and accessible management.
Recruit Wealth has been a longstanding supporter of this business, acknowledging their high staff retention rates and outstanding reputation nationwide.
Please submit your application to Recruit Wealth for prompt consideration.
