Paraplanner to Trainee IFA β€” Growth Role in Wakefield

Paraplanner to Trainee IFA β€” Growth Role in Wakefield

Wakefield Trainee No working from home possible
Reward Recruitment

Reward Recruitment is seeking a Paraplanner in Wakefield to join a regional IFA practice experiencing rapid growth. The role offers a competitive salary and benefits, with potential progress to Trainee IFA in 12-18 months.

You will write Financial Planning Reports, research products, handle client reviews and day-to-day queries, and prepare review packs while maintaining accurate client records in our compliant workflow.

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Paraplanner to Trainee IFA β€” Growth Role in Wakefield employer: Reward Recruitment

As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.

Reward Recruitment

Contact Details:

Reward Recruitment Recruitment Team