Job Description Paraplanner 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. 25 Days Holiday + Bank Holidays ~ Bonus Scheme ~ Pension ~ Free Parking ~ Excellent career progression 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 Compiling financial planning reports Liaise with legal and tax advisors 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
Pension Paraplanner in Wakefield employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
