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Reward Recruitment
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Huddersfield, West Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Paraplanner Huddersfield £28,000 - £32,000 Reward Recruitment Limited are currently working with a Wealth Management practice who are presently recruiting Paraplanner based in Huddersfield, to join their lively and enthusiastic team. This role is particularly attractive as it includes the opportunity to progress to a role as an Independent Financial Adviser in the future. The role and responsibilities for the successful applicant will include: The preparation of concise and accurate suitability reports on a wide range of subjects to include recommendations for Investments, Pensions, IHT Planning and Protection. Providing extensive administrative and technical support to the Directors, Advisers and other Paraplanners/Administrator. Conducting research and due diligence across a wide range of subjects. Preparing Illustrations and gathering data for client reports. Preparing portfolio valuations for clients as part of the Advisers ongoing review process. Be the subject matter expert for technical enquiries and provide support to existing members of the Administration Team. Adherence to compliance procedures and ensuring all compliance updates are implemented within the office. The successful applicant will be ideally: Qualified up to Diploma Standard (Level 4) or above. Previous experience within a Paraplanning position is essential. To apply please send your CV directly to Stuart at Reward Recruitment Limited or call him for a discreet and confidential chat. If you are aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Reward Recruitment Limited are a specialist Financial Services recruitment agency with opportunities nationwide -Please feel free to contact us direct should you wish to discuss any further vacancies or career aspirations