NJR Recruitment are currently working in Partnership with a firm of Independent Financial Advisers based in the Macclesfield area. As a business they take pride in giving personalised and tailored advice to suit their Client\'s needs, whether this is starting a Pension, dealing with complicated Inheritance Tax or writing a Will.
A \'Lead\' Paraplanner is now required to join their growing Technical Team in Macclesfield. The ideal Candidate will be responsible for taking initiative, problem solving and leading on ways to improve the role and its efficiencies. It is essential that those applying will have the ability to support advisers and communicate clearly to all members of the team.
Daily duties will consist of;
\" Research products / investment funds on Defaqto
\" Keep up to date with Network compliance / panel changes
\" Cashflow planning preparation and amendment via Voyant / Cashcalc
\" Report writing: Investments, Pensions (DB & DC), Protection, Estate Planning, Trusts, Business Protection
\" Liaising with Admin / Financial Planners / Network
\" Mentoring of Trainee Paraplanner
\" Generating illustrations, and submitting applications to providers
It goes without saying that those applying will have a can-do attitude, and an enthusiasm for their work, and the development of the role / department.
Full exam support is on offer.