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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.
Responsibilities:Complete pre-report file assessmentsEnsure all compliance paperwork is in orderPrepare 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 objectivesProviding updates to Advisers at quarterly Adviser meetings when required
What's in it for you?Competitive basic salary Great Annual BonusFree parking Company PensionGenerous holiday allowanceFull study Support Personalised training and development plan
What do we need from you?Previous experience working in financial planning administration Good knowledge of pensions, investments and protection productsWide 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
