Financial Planning Assistant

1 week ago


Elland, Calderdale, United Kingdom NJR Recruitment Full time
About NJR Recruitment

We are working with a well-established independent financial planning practice in Huddersfield who are seeking an experienced IFA Administrator to progress into paraplanning.

This role is ideal for individuals looking to develop their skills and knowledge in financial planning, working closely with Wealth Managers to prepare client financial plans.


Key Responsibilities:
  • Supporting the preparation of client financial plans
  • Working collaboratively with Wealth Managers throughout the planning process

In return, you can expect a competitive salary, benefits package, and opportunities for career growth and development.


Salary Details:

The estimated annual salary for this position is £25,000-£30,000, depending on experience.


Benefits:

This role offers a range of benefits, including:

  • A competitive salary
  • Opportunities for career growth and development
  • A supportive and collaborative work environment


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