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About Us
NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.
Working alongside the technical team in the Sheffield office, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
What's in it for you?
- Competitive basic salary
- Great Annual Bonus
- Free parking
- Company Pension
- Generous holiday allowance
- Full study Support
- Personalised training and development plan
Responsibilities:
- Complete pre-report file assessments
- Ensure all compliance paperwork is in order
- Prepare recommendation reports in accordance with the agreed recommendations
- Prepare information for analysis by the adviser.
- Undertake research to identify suitable solutions to meet the client's needs and objectives
- Providing updates to Advisers at quarterly Adviser meetings when required
What do we need from you?
- Previous experience working in financial planning administration
- Good knowledge of pensions, investments and protection products
- Wide range of knowledge about a large range of providers
- A strong desire to progress and develop with a keen desire to complete the Level 4 diploma
This is a great opportunity for those looking to take their next steps in financial planning and wanting to move towards a more technical role.
For more information please contact one of our specialist consultants and quote job reference NJR15275
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