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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.
Offering hybrid working and based at their office in Doncaster 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?
- 25 days holiday + bank holidays
- Annual Bonus scheme
- Flexible hours and Hybrid working
- Company Pension
- Free Parking
- Excellent Training and development options
- Death in service cover
- Private Healthcare
Responsibilities will include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Researching products to support recommendations
- Compiling financial planning reports
- Monitor client portfolios
- Drafting letters of advice on behalf of the partners
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You will be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
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 apply today or contact one of our specialist consultants quoting REF: NJR15606
