Paraplanner

NJR Recruitment

Posted 20 hours ago, valid for 15 days

Harrogate, North Yorkshire HG3 4JL

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

NJR is representing a leading firm of Independent Financial Advisers seeking an experienced Paraplanner to join their dynamic team.
The position offers an excellent basic salary along with 30 days of holiday plus bank holidays, hybrid working, and a comprehensive benefits package.
Candidates should have previous experience as a paraplanner, with a minimum Level 4 Diploma qualification preferred, and Chartered Status being advantageous.
The successful candidate will provide technical analysis for high net worth clients, including researching, reviewing portfolios, and compiling suitability reports.
The firm seeks a confident individual with a strong technical and analytical mindset, dedicated to delivering high professionalism in their work.

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 HolidaysClose for Christmas Hybrid Working Excellent Enhanced Pension SchemeDeath in Service CoverCritical Illness CoverIncome ProtectionPrivate Medical InsuranceFull Dental Cover PackageFree 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 preferredExcellent 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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