Paraplanner

NJR Recruitment

Posted 11 hours ago, valid for 15 days

Harrogate, North Yorkshire HG3 4JL

£25,000 - £30,000 per annum

Full Time

Retirement Plan

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Sonic Summary

NJR is seeking an experienced Paraplanner to join a leading firm of Independent Financial Advisers in Harrogate.
The role offers a salary range of £40,000 to £55,000 plus benefits, including 30 days holiday and a hybrid working option.
Candidates must have previous experience as a paraplanner and hold a minimum Level 4 Diploma, with Chartered Status preferred.
The successful applicant will conduct thorough research, review model portfolios, and compile suitability reports for high net worth clients.
The firm is looking for a confident individual with a technical and analytical mindset who can work effectively within a team.

Paraplanner

Harrogate

£40,000 - £55,000 plus benefits

NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.

What’s in it for you?

Excellent basic salary
30 Days Holiday + Bank Holidays
Close for Christmas
Hybrid Working
Excellent Enhanced Pension Scheme
Death in Service Cover
Critical Illness Cover
Income Protection
Private Medical Insurance
Full Dental Cover Package
Free Parking
Flexible Hours

The successful candidate will be responsible for providing the technical analysis for the high net worth clients and duties will include:

Conducting thorough research following client meetings
Reviewing model portfolios
Compiling suitability reports
Working closely with a small team of independent advisers
Using a range of tools and spreadsheets to provide analytical analysis

What do we need from you?

Previous experience as a paraplanner
Minimum Level 4 Diploma qualified although Chartered Status would be preferred
Excellent knowledge across pensions, investments, trusts and tax planning
Technical and analytical mindset
Good general team player.

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 NJR15264

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