At a Glance
- Tasks: Support Financial Advisers by preparing reports and conducting product research.
- Company: Reputable Independent Financial Planning firm in Rotherham with a supportive team.
- Benefits: Competitive salary, career progression, and a collaborative work environment.
- Other info: Great opportunity for growth in a friendly and dynamic workplace.
- Why this job: Join a client-focused firm and make a real difference in financial planning.
- Qualifications: Experience in finance is a plus, but enthusiasm and willingness to learn are key.
The predicted salary is between 30000 - 40000 £ per year.
Paraplanner / Trainee Paraplanner Rotherham Up to £40,000 DOE NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Rotherham who are looking to recruit either an experienced Paraplanner or an ambitious Trainee Paraplanner to join their friendly and supportive team.
This is an excellent opportunity to join a genuinely client-focused business that has built a strong reputation for delivering high-quality financial planning and long-term client relationships.
The firm offers a welcoming and collaborative working environment where development and progression are actively encouraged.
The Role Working closely with Financial Advisers and the wider support team, you will provide technical and administrative support throughout the advice process.
Responsibilities will include: Preparing and writing suitability reports and recommendation letters Conducting research across pensions, investments and protection products Assisting advisers with client review preparation and meeting documentation Liaising with providers and platforms regarding client cases Supporting the implementation of recommendations and new business processing Maintaining accurate client records an...
