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Paraplanner

NJR Recruitment
Posted a day ago, valid for 17 days
Location

Pontefract, West Yorkshire WF76DH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Paraplanner based in Wakefield, offering a salary between £35,000 and £38,000.
  • The ideal candidate should have previous experience in a report writing role within Financial Services and be Level 4 Diploma Qualified.
  • The role involves non-client facing tasks, requiring strong attention to detail and knowledge of financial regulations.
  • Benefits include hybrid working, a discretionary bonus, and support for further qualifications, among others.
  • Candidates are expected to have excellent communication skills and a professional demeanor to build strong client relationships.

Paraplanner

Wakefield

£35,000 - £38,000

NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient location in Wakefield. Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team.

As a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful. Predominantly working on non-client facing tasks, you will need to use your knowledge of working to financial regulations and maintain strong attention to detail whilst compiling data and reports.

What's in it for you?

  • Hybrid Working
  • Discretionary Bonus
  • Free onsite parking
  • Genuine and Clear Progression and Development
  • Study support toward full Level 4/6 Diploma
  • 23 Days Holiday - Plus Bank Holidays
  • 1 extra day off for Christmas shopping
  • Life Insurance
  • Pension
  • Private Medical Insurance
  • Social Events

What do we need from you?

  • Previous experience in a report writing role within Financial Services is essential
  • Level 4 Diploma Qualified
  • Knowledge of Pensions, Investments, Taxation and other financial Products desirable
  • Excellent communication skills

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF: NJR15625

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.