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About Us
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever growing business.
What’s in it for you?
- 25 Days Holiday + Bank Holidays
- Flexible Hours + Hybrid working
- Death in Service Cover
- Private Medical Insurance
- Company Pension
- Free Parking
- Excellent Ongoing Training and Development
- Full Study Support
Offering Hybrid working, out of their offices based in Leeds you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities will include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Managing and presentation of technical data
- Researching products to support recommendations
- Compiling financial planning reports
- Monitor client portfolios
- Drafting letters of advice on behalf of the partners
- Build strong relationships with clients and attend client meetings
The successful candidate will need to have previous experience working as a Paraplanner and be familiar with writing suitability reports. Ideally you will be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
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 contact one of our specialist consultants quoting REF: NJR15212
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