NJR are currently working with a well established Chartered Financial Planning Practice, who due to their ongoing growth is seeking a Paraplanner to join their team.
This is a great opportunity for an industry experienced Candidate who is technically minded, and has first class report writing, and client care skills. As a result of ongoing progression the incumbent will be responsible for;
General Tech support for Advisers
HNW Client portfolio valuation reports
Bespoke Client Reports
Capacity for Loss assessment
Client Risk reviews
Attend Adviser client meetings
Client meeting follow up
Preparing recommendation letters
Pension Transfer analysis
Cash Flow planning
The successfully applicant will have previous experience working for an IFA Practice with knowledge of Pension transfers. You will be either full/part DipPFS Level 4 qualified with solid IT Skills (Word & Excel) as well excellent communications skills.
Our Client is looking for a self-motivated, driven and passionate individual, who can come in a hit the ground running whilst delivering a high degree of professionalism.
For more information please contact one of our specialist consultants quoting REF: NJR10888