Paraplanner - Hybrid/flexible Working
1 month ago
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. They are award winning and recognised as one of the largest, prominent names in the Financial Services industry.
Writing financial planning reports that planners present to clients.
Supporting the planners by conducting research on products and helping find the right solutions for clients.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Illustration requests.
Keep up to date with financial products and legislation.
Experience in a financial advice firm and Paraplanner/report writing skills is essential.
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
Confident with IT and office software packages Word, Excel, PowerPoint.
25 days holiday plus bank holidays
~ Annual salary review
~ Staff awards
~ Adviser Academy - In-House Training
~ Holiday Purchase Scheme
~ Life Assurance
~ Pension
~ The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
Please apply to us here at Recruit Wealth for an immediate response.
-
Paraplanner - Hybrid/flexible Working
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 - Hybrid/flexible Working
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 - Hybrid/flexible Working
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 - Hybrid/flexible Working
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
-
Paraplanner - Hybrid/flexible Working
3 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
-
Paraplanner - Hybrid/flexible Working
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
-
Paraplanner - Hybrid/flexible Working
1 month ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
-
Paraplanner - Hybrid/flexible Working
1 month ago
West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. You will be working in a strong team-focused environment...
-
Paraplanner - Hybrid/flexible Working
4 weeks ago
West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. You will be working in a strong team-focused environment...
-
Paraplanner - Hybrid/flexible Working
4 weeks ago
West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. You will be working in a strong team-focused environment...
-
Paraplanner - Hybrid/flexible Working
1 month ago
West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. You will be working in a strong team-focused environment...
-
Paraplanner (Permanent)
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 (Permanent)
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 (Permanent)
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 (Permanent)
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 (Permanent)
1 month ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Paraplanner (Permanent)
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Paraplanner (Permanent)
3 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Paraplanner (Permanent)
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Paraplanner
1 month ago
West End, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...