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Paraplanner

NJR Recruitment
Posted a month ago, valid for 3 days
Location

Harrogate, North Yorkshire HG11JZ, England

Salary

£45,000 per annum

Contract type

Full Time

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

Sonic Summary

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  • NJR is representing a leading firm of Independent Financial Advisers seeking an experienced Paraplanner to join their growing business.
  • The position offers an excellent basic salary along with 30 days of holiday plus bank holidays, hybrid working options, and an enhanced pension scheme.
  • Candidates must have previous experience as a paraplanner and hold a minimum Level 4 Diploma, with Chartered Status preferred.
  • Responsibilities include conducting research, reviewing model portfolios, and compiling suitability reports for high net worth clients.
  • The firm seeks a confident, driven individual with strong technical knowledge in pensions, investments, trusts, and tax planning.

About US

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.

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