Paraplanner

NJR Recruitment

Posted 13 hours ago, valid for 11 days

Newcastle, Staffordshire ST5 5DX

Full Time

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Sonic Summary

NJR is partnering with a wealth management firm seeking an ambitious Trainee Paraplanner to join their growing team.
The role involves supporting financial advisers with research, analysis, and report preparation.
Candidates should have a Level 4 Diploma in Financial Planning or be working towards it, along with experience in a Paraplanning role or financial services background.
The position offers a salary of up to £30,000, along with benefits such as paid holidays, a pension, and flexible working arrangements.
Strong analytical skills and attention to detail are essential for success in this role.

NJR are working with a wealth management firm who are seeking an ambitious Trainee Paraplanner to join their dynamic ever-growing business. The Paraplanner wiil be an intergral part of the financial planning team,supporting the Advisers with research, analysis and report preparation. This candidate will be confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

What’s in it for you ?

Great Salary up to £30,000
Paid Holidays
Pension
Birthday-additional paid leave
Flexible working arrangements
Team Rewards
On the job Training
Annual Appraisal

Responsibilities:

Conduct research and analysis to support financial planning recommendations
Prepare client reports,suitability letters, and financial documentation
Assist Financial Advisers in developing tailored financial plans
Ensure compliance with industry regulations and company policies
Liaise with product providers and clients to gather necessary information
Build strong relationships with our clients to deliver an excellent service

You will need:

Level 4 Diploma in Financial Planning or working towards
Experience in a Paraplanning role or financial services background
Strong analytical skills and excellent attention to detail
Ability to interpret and apply financial regulations and compliance requirements

For further information please apply today or contact one of our specialist consultants quoting reference NJR 15654

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