PARAPLANNER

NJR Recruitment are currently representing one of the UK's leading National Firms of Independent Financial Advisers, who are now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.

What’s in it for you?

• Up to 28 days’ holiday
• Pension Group income protection Death in service cover
• Long service awards
• Cycle to Work Scheme
• Buy and sell holiday
• Private medical insurance - including dental and optical cover
• Employee discount scheme with major retailers Employee assistance scheme
• Personal and family confidential counselling
• Breakfast baskets in all our offices
• Childcare vouchers
• Season ticket loans

Working out of their offices based in Leeds the incumbent will be working closely with a team of Financial Advisers to support the client advisory process. Playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures;

Responsibilities will include:

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers
• Undertake the necessary research and analysis of Funds and products
• Compile suitability reports
• Discuss the reports with the Financial Adviser, amending as necessary

The successful candidate will need to have previous experience working as a Paraplanner. You will be Diploma qualified or working towards the Level 4 qualification as a minimum.

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: NJR15541

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