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NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their team
What's in it for you?
- 25 Days Holiday + Bank Holidays
- Flexible Hours
- Fully Remote or Hybrid Working Available
- Bonus Scheme
- Death in Service Cover
- Private Medical Insurance
- Company Pension
- Free Parking - if needed
Offering flexible working either out of their offices based in Leeds or fully remote, you will be supporting a senior Adviser 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
What d we need from you?
- Previous experience as a paraplanner is essential
- Strong knowledge of a full range of pensions, investments, trusts and estate planning
- Minimum level 4 Diploma qualified, although those offering Chartered exams would be of most interest
- Strong communication 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.
If you are looking to join a team that specialises in high net worth and complex cases as a senior Planner, apply today or for further information please contact one of our specialist consultants quoting REF: NJR15702
