Paraplanner Wakefield £35,000 - £40,000 NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business. Working out of their offices based in Wakefield you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. What's in it for you? Study Support 25 Days Holiday + Bank Holidays Bonus Scheme Pension Free Parking Excellent career progression Responsibilities: Identify and obtain information necessary to compile financial cash flow forecast Managing the research analysis of financial products to meet client's requirements Managing and presentation of technical data Assisting with any FCA related Issues Researching products to support recommendations Compiling financial planning reports Liaise with legal and tax advisors Monitor client portfol...
Paraplanner 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.
