At a Glance
- Tasks: Support financial advisers by preparing client reports and conducting research.
- Company: Join a successful and growing Financial Planning Practice in Warrington.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Other info: Great opportunity for career growth in a dynamic financial planning team.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: Experience in Financial Services and progress towards CII R0 exams required.
The predicted salary is between 28000 - 35000 £ per year.
Paraplanner Warrington Area | Salary £28,000 - £35,000 NJR Recruitment is delighted to be recruiting on behalf of a successful and growing Financial Planning Practice for a Paraplanner to join its established team.
This is an excellent opportunity for an ambitious individual with experience in Financial Services who is looking to progress their career into Paraplanning.
The successful candidate will have already started working towards and should have obtained at least 3 of the CII R0 exams.
Experience within a firm of Financial Planners is essential, along with experience producing suitability reports.
Working alongside experienced Advisers and Senior Paraplanners, you'll receive excellent support and exposure to all aspects of the financial planning process while continuing your professional development.
As a Paraplanner, you will provide comprehensive support to the Paraplanning and Advisory teams, helping to produce high-quality client reports, carry out research and ensure the delivery of compliant financial advice.
Your responsibilities will include: Supporting Advisers and Senior Paraplanners with day-to-day client cases.
Gathering, reviewing and analysing client information to assist in the preparation of financial recommendations.
Liaising with clients, providers and third parties to obtain policy i...
Paraplanner in Warrington employer: NJR Recruitment
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