Paraplanner

NJR Recruitment are delighted to be working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in the outskirts of High Wycombe

This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.

Other Benefits include:

• 25 days annual leave + Bank Holidays
• Hybrid Working
• A day off for your birthday
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• Charity volunteer days
• Career Development
• Cycle to work scheme

Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.

Responsibilities:

• Complete pre-report file assessments
• Ensure all compliance paperwork is in order
• Discuss the client's needs and objectives with the relevant adviser.
• Prepare information for analysis by the adviser.
• Production of Cash Flow Forecast Reports
• Undertake research to identify suitable solutions to meet the client's needs and objectives

The ideal candidate will need to have previous experience completing product research and compiling suitability reports within a Financial Service environment and an up to date knowledge of regulation and legislation. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.

For more information please contact one of our specialist consultants and quote job reference NJR15404

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