Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Doncaster
£30000 - £38000 24/03/2025
NJR15606
£30000 - £38000 24/03/2025
NJR15606
DESCRIPTION
Paraplanner
Doncaster
NJR are currently representing one of the UK\'s leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Offering hybrid working and based at their office in Doncaster you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What\'s in it for you?
25 days holiday + bank holidays
Annual Bonus scheme
Flexible hours and Hybrid working
Company Pension
Free Parking
Excellent Training and development options
Death in service cover
Private Healthcare
Responsibilities will include:
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client\'s requirements
Managing and presentation of technical data
Assisting with any FCA related Issues
Researching products to support recommendations
Compiling financial planning reports
Liaise with legal and tax advisors
Monitor client portfolios
Drafting letters of advice on behalf of the partners
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 client meetings
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You will 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 apply today or contact one of our specialist consultants quoting REF: NJR15606
Doncaster
NJR are currently representing one of the UK\'s leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Offering hybrid working and based at their office in Doncaster you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What\'s in it for you?
25 days holiday + bank holidays
Annual Bonus scheme
Flexible hours and Hybrid working
Company Pension
Free Parking
Excellent Training and development options
Death in service cover
Private Healthcare
Responsibilities will include:
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client\'s requirements
Managing and presentation of technical data
Assisting with any FCA related Issues
Researching products to support recommendations
Compiling financial planning reports
Liaise with legal and tax advisors
Monitor client portfolios
Drafting letters of advice on behalf of the partners
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 client meetings
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You will 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 apply today or contact one of our specialist consultants quoting REF: NJR15606
Apply Now
