Paraplanning Trainee

4 weeks ago


Elland, United Kingdom NJR Recruitment Full time

Our client, a well-established independent financial planning practice, is seeking an experienced IFA Administrator to progress into paraplanning. Working out of their offices near Huddersfield, you will support the Wealth Managers in preparing client financial plans and be involved throughout the process.

Key Responsibilities:

  • Assist in preparing client financial plans
  • Support Wealth Managers in their daily tasks
  • Contribute to the growth and development of the practice

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for career growth and development
  • A competitive salary and benefits package

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