Are you looking for a new challenge? Wanting to work for reputable organisation, which not only offers career development, but study support, free onsite parking, agile working, and so much more?
NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting a pro-active and productive Trainee Paraplanner to join their growing technical team based near Ilkley.
You will be working for a highly successful business that holds an excellent reputation within the Wealth Management sector. You will be working as part of a small but growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank and producing well written, accurate reports
Responsibilities will include:
- Create illustrations in line with Adviser recommendations
- Liaising between providers and clients where necessary
- Accurately compile and check data for the report
- Conducting research and preparation of Suitability Reports
- Helping with general tasks around the office
What\'s in it for you?
Generous Basic Salary
25 Days Holiday + Bank Holidays
Death in Service cover
Options to work from home
Excellent training and development
Full exam support
Family feel company
Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background and ideally have experience writing Suitability reports. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Those offering previous experience with Intelligent Office and familiarity with provider platforms such as Aviva, AJ Bell and Transact, would be of particular interest.
Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with High Net Worth Individuals.
For more information please contact NJR Recruitment today and speak to one of our specialist consultants quoting REF: NJR11817