Position details
JUNIOR PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Leeds
£28000 - £30000 17/04/2025
NJR15611
Plus bonus
£28000 - £30000 17/04/2025
NJR15611
Plus bonus
DESCRIPTION
Junior Paraplanner
Leeds
Are you an enthusiastic Senior Administrator eager for your next role? Are you looking for Hybrid Administrator and Paraplanner Role?
NJR Recruitment is currently working with a well known Independent Financial Advisory firm that specialise in providing high quality personal advice on many aspects of financial planning to individual and corporate clients.
Based in north Leeds, our client is looking to recruit an experienced Financial Services Administrator to provide cradle to grave support to a team of Financial Planners, with both administration and paraplanning duties, as they provide advice on Pensions and Investments to their well established client banks.
Responsibilities include:
Preparing client valuations and meeting packs
Undertaking general office duties
Liaising with providers to obtain information relating to client policies
Writing suitability letters
Inputting data onto client management system
Process applications/new business accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
Ensure that files are complete post-sale with all required client identification documentation and necessary application forms
What\'s In It For You?
Hybrid working
25 Days Holiday plus bank holidays
Generous Bonus Scheme
Free Parking
Company Pension Scheme
PMI
Death In Service Cover
Study Support
To apply for the role candidates should offer previous experience working for a Financial Services / Financial Planning Practice as an Administrator, and ideally have had experience writing suitability/reason why letters. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organisation and interpersonal skills. Solid use of MS Office Applications are also essential. Due to location, driving and access to a vehicle is essential.
This is a genuinely exciting role that has potential for unbelievable earnings in the future for those looking for a long term career with a stable and well respected firm.
For more information please apply today or contact NJR Recruitment quoting NJR15611
Leeds
Are you an enthusiastic Senior Administrator eager for your next role? Are you looking for Hybrid Administrator and Paraplanner Role?
NJR Recruitment is currently working with a well known Independent Financial Advisory firm that specialise in providing high quality personal advice on many aspects of financial planning to individual and corporate clients.
Based in north Leeds, our client is looking to recruit an experienced Financial Services Administrator to provide cradle to grave support to a team of Financial Planners, with both administration and paraplanning duties, as they provide advice on Pensions and Investments to their well established client banks.
Responsibilities include:
Preparing client valuations and meeting packs
Undertaking general office duties
Liaising with providers to obtain information relating to client policies
Writing suitability letters
Inputting data onto client management system
Process applications/new business accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
Ensure that files are complete post-sale with all required client identification documentation and necessary application forms
What\'s In It For You?
Hybrid working
25 Days Holiday plus bank holidays
Generous Bonus Scheme
Free Parking
Company Pension Scheme
PMI
Death In Service Cover
Study Support
To apply for the role candidates should offer previous experience working for a Financial Services / Financial Planning Practice as an Administrator, and ideally have had experience writing suitability/reason why letters. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organisation and interpersonal skills. Solid use of MS Office Applications are also essential. Due to location, driving and access to a vehicle is essential.
This is a genuinely exciting role that has potential for unbelievable earnings in the future for those looking for a long term career with a stable and well respected firm.
For more information please apply today or contact NJR Recruitment quoting NJR15611
Apply Now
