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 portfolios
What do we need from you?
The successful candidate will need to have previous experience working as a Paraplanner.
It is essential that you are familiar with a range of Pensions, Investments and Estate Planning
Level 4 Diploma in Financial Planning
Experience writing Suitability Letters and having solid communication skills is also required
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: NJR16955
Paraplanner in Wakefield 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.
