Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leeds
£32000 - £50000 24/03/2025
NJR15615
£32000 - £50000 24/03/2025
NJR15615
DESCRIPTION
Paraplanner
Leeds
NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
What\'s in it for you?
Hybrid Working
25 Days Holiday + Bank Holidays
Enhanced Pension Scheme
Free Parking
Private Medical Insurance
Death in Service Cover
Personalised Development Plan
Ongoing training
Full study support
Lots of team/social events
With hybrid working out of their offices based in Leeds you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities:
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client\'s requirements
Assisting with any FCA related Issues
Compiling financial planning reports
Monitor client portfolios
Drafting letters of advice on behalf of the planners
Prepare file documentation prior to account opening
Act as main point of contact and deal effectively with queries
Build strong relationships with clients and attend occasional client meetings
The successful candidate will need to have previous experience working as a Paraplanner and have written some Suitability Letters - preferably within an Independent Financial Services environment. You will also ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR15615
Leeds
NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
What\'s in it for you?
Hybrid Working
25 Days Holiday + Bank Holidays
Enhanced Pension Scheme
Free Parking
Private Medical Insurance
Death in Service Cover
Personalised Development Plan
Ongoing training
Full study support
Lots of team/social events
With hybrid working out of their offices based in Leeds you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities:
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client\'s requirements
Assisting with any FCA related Issues
Compiling financial planning reports
Monitor client portfolios
Drafting letters of advice on behalf of the planners
Prepare file documentation prior to account opening
Act as main point of contact and deal effectively with queries
Build strong relationships with clients and attend occasional client meetings
The successful candidate will need to have previous experience working as a Paraplanner and have written some Suitability Letters - preferably within an Independent Financial Services environment. You will also ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR15615
Apply Now
