Paraplanner and Trainee Paraplanner
1 week ago
**Paraplanner and Trainee Paraplanner**
**Huddersfield**
Our client is a national independent firm of Financial Advisors, who are looking to recruit both experienced and trainee Paraplanners to join their growing team.
Main Duties:
- Prepare quality and technically accurate client suitability reports
- Research suitable funds for clients
- Maintain the client back-office system
- Keep up to date with new legislative changes
- Working closely with financial advisers and administrators to ensure a high standard of advice and service to clients
- Producing all the relevant paperwork for the client, on behalf of the adviser, including quotations, illustrations and valuations
- Dealing with queries from clients, advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
**Offer**:
- Competitive salary
- Hybrid home/office working
- 30 days holiday, plus Bank Holidays
- A friendly and flexible team environment
- Funded exams and further learning
- Opportunity of career progression
- Free parking
- 4x death in service
- 3x critical illness cover
- Income protection
- Workplace pension
For further details please send your CV directly to Stuart at Reward Recruitment Limited or call him on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.
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