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NJR Recruitment is delighted to once again be recruiting for a thriving firm of independent financial planners who are now seeking an experienced Paraplanner to join their team based in South Sheffield.
This is a truly fantastic opportunity that would suit someone wanting more client contact, without the pressure of being an adviser, and truly use your technical knowledge to provide full Wealth Management options.
Other Benefits include:
- 25 days annual leave + Bank holidays
- Enhanced Company Pension
- Regular Pay Reviews
- Death in Service Cover
- Free Parking
Working alongside the technical team in the office, this role will be a varied and include the following:
- Complete pre-report file assessments
- Ensure all compliance paperwork is in order
- Discuss the client's needs and objectives with the relevant adviser
- Prepare information for analysis by the adviser
- Undertake research to identify suitable solutions to meet the client's needs and objectives
What do we need from you?
- Previous experience as a Paraplanner is essential
- Experience in full suitability report writing, not just using templates
- The Level 4 Diploma would be of benefit, but not essential
- Strong knowledge on a full range of pensions, investments and other wealth management aspects
- Good communication skills
If you are an experienced Paraplanner and you are looking for a long term role with a great Independent Advisory firm, then apply today or for more information please contact one of our specialist consultants and quote job reference NJR15640
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