The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
* Office Location: Central Huddersfield
* Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
Package: £28-32k DOE + discretionary bonus and full company benefits
* Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
* Bonus: Discretionary, paid annually
The Role: Trainee paraplanner rolesupporting 2 IFAs from a technical administration and research & suitability report writing perspective:
* Full product research and suitability report compilation
* Preparing client review pack for client meetings
* Obtaining quotations/valuations
* New business processing
* Dealing with product providers and managing relationships accordingly
* Assistance with client business development and relationship management
The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused advice environment. Administra...