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Are you a skilled Paraplanner with a passion for delivering high-quality financial planning support? NJR Recruitment are thrilled to be recruiting for a dynamic team at a leading Independent Financial Adviser firm based on the outskirts of Halifax, who have a fantastic opportunity for an experienced Paraplanner to join them.
This company is a well-established, client-focused Independent Financial Adviser (IFA) firm renowned for providing tailored financial solutions. Their commitment to excellence and integrity has earned them a strong reputation in the industry. As they continue to grow, we are seeking a dedicated Paraplanner to join their team where your expertise will play a key role in helping their clients achieve their financial goals!
What's in it for you?
- Competitive Salary
- Hybrid Working - 3 days a week in the office
- Generous Holidays
- Excellent training and development
- Regular pay reviews
- Private medical insurance
- Death in Service Cover
- Free Parking
- Company pension Scheme
- Part time hours would be considered
As a Paraplanner, you will be an integral part of the financial planning team, providing comprehensive support to a team of advisers. Your responsibilities will include:
- Report Preparation: Create detailed and compliant financial planning reports and recommendations for clients
- Research and Analysis: Conduct in-depth research and analysis on financial products and services to support client recommendations
- Client Interaction: Liaise with clients to gather necessary information and clarify their financial objectives and needs
- Compliance and Documentation: Ensure all documentation is accurate, up-to-date, and complies with regulatory requirements
- Support for Advisers: Assist financial advisers in preparing for client meetings and follow-ups
The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally you will be Level 4 qualified, although Chartered candidates will be extremely welcome. Candidates without qualifications will still be considered. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills.
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
If you are an experienced Paraplanner looking for a rewarding opportunity with a leading IFA firm, we would love to hear from you! Apply today or for further information please contact one of our specialist consultants quoting REF: NJR15678
