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NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
What’s in it for you?
- Hybrid Working
- 25 Days Holiday + Bank Holidays
- Enhanced Pension Scheme
- Free Parking
- Private Medical Insurance
- Death in Service Cover
- Personalised Development Plan
- Ongoing training
- Full study support
- Lots of team/social events
With hybrid working out of their offices based in Leeds you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities could include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Assisting with any FCA related Issues
- Compiling financial planning reports
- Monitor client portfolios
- Drafting letters of advice on behalf of the planners
- Prepare file documentation prior to account opening
- Act as main point of contact and deal effectively with queries
- Build strong relationships with clients and attend occasional client meetings
The successful candidate will need to have previous experience working as a Paraplanner and have written some Suitability Letters - preferably within an Independent Financial Services environment. You will also ideally 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: NJR15615
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