Paraplanner
Leeds
£32,000 - £40,000
NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
What's in it for you?
- Hybrid Working
- 25 Days Holiday + Bank Holidays
- Enhanced Pension Scheme
- Free Parking
- Private Medical Insurance
- Death in Service Cover
- Personalised Development Plan
- Ongoing training
- Full study support
- Lots of team/social events
With hybrid working out of their offices based in Leeds you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Assisting with any FCA related Issues
- Compiling financial planning reports
- Monitor client portfolios
- Drafting letters of advice on behalf of the planners
- Prepare file documentation prior to account opening
- Act as main point of contact and deal effectively with queries
- Build strong relationships with clients and attend occasional client meetings
The successful candidate will need to have previous experience working as a Paraplanner and have written some Suitability Letters - preferably within an Independent Financial Services environment. You will also ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR16956
Paraplanner in Leeds employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
