Home
Birmingham
Paraplanner

Paraplanner

NJR Recruitment

Posted 20 hours ago, valid for 17 days

Birmingham, West Midlands B27 6QS, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

NJR Recruitment is seeking an experienced Paraplanner for one of the UK's largest Independent Financial Planning firms, known for prioritizing their staff.
The role involves reviewing client documentation, conducting research and analysis of funds, and compiling suitability reports.
Candidates must have previous experience as a paraplanner and a minimum of a Level 4 Diploma, with chartered qualifications being preferred.
The position offers an excellent salary, hybrid working options, and a range of benefits including 25 days holiday, an annual bonus, and private medical insurance.
Applicants should possess strong communication skills and a full UK driving license, with a willingness to travel across the UK for training.

NJR Recruitment are delighted to be recruiting for one of the UK's largest firms of Independent Financial Planning firms who have a long-established reputation for putting their staff at the heart of their business plans. Due to growth, they are now looking for a dedicated and experienced Paraplanner to join their technical team

Duties will include:

Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers

Undertake the necessary research and analysis of Funds and products

Compile suitability reports

Discuss the reports with the Financial Adviser, amending as necessary

What's in it for you?

Excellent Salary

Hybrid Working

25 days holiday + Bank holidays

Annual bonus programme for all employees

Company Pension

Group income protection

Death in service cover

Long service awards

Cycle to Work Scheme

Buy and sell holiday scheme

Private medical insurance - including dental and optical cover

Employee discount scheme with major retailers

Employee assistance scheme

Personal and family confidential counselling

Childcare vouchers

Season ticket loans

And much More!

What we need from you?

Previous experience working as a paraplanner is essential

Minimum of Level 4 Diploma, but those offering chartered qualification would be favoured

Excellent communication skills, both written and verbal

Willingness to travel across the UK to deliver training where needed

Full UK Driving License

If you think that you are ready for your next step in your paraplanning career, apply today or contact NJR Recruitment quoting REF: NJR15542

Apply now in a few quick clicks