Position details
TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Aberdeen
£25000 - £30000 28/03/2025
NJR15654
£25000 - £30000 28/03/2025
NJR15654
DESCRIPTION
PARAPLANNER (Trainee or Qualified)
NEWCASTLE UNDER LYME
SALARY UP TO 30,000
NJR are working with a wealth management firm who are seeking an ambitious Trainee Paraplanner to join their dynamic ever-growing business. The Paraplanner wiil be an intergral part of the financial planning team,supporting the Advisers with research, analysis and report preparation. This candidate will be confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
What\'s in it for you ?
\" Great Salary up to 30,000
\" Paid Holidays
\" Pension
\" Birthday-additional paid leave
\" Flexible working arrangements
\" Team Rewards
\" On the job Training
\" Annual Appraisal
Responsibilities:
\" Conduct research and analysis to support financial planning recommendations
\" Prepare client reports,suitability letters, and financial documentation
\" Assist Financial Advisers in developing tailored financial plans
\" Ensure compliance with industry regulations and company policies
\" Liaise with product providers and clients to gather necessary information
\" Build strong relationships with our clients to deliver an excellent service
You will need:
\" Level 4 Diploma in Financial Planning or working towards
\" Experience in a Paraplanning role or financial services background
\" Strong analytical skills and excellent attention to detail
\" Ability to interpret and apply financial regulations and compliance requirements
For further information please apply today or contact one of our specialist consultants quoting reference NJR 15654
NEWCASTLE UNDER LYME
SALARY UP TO 30,000
NJR are working with a wealth management firm who are seeking an ambitious Trainee Paraplanner to join their dynamic ever-growing business. The Paraplanner wiil be an intergral part of the financial planning team,supporting the Advisers with research, analysis and report preparation. This candidate will be confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
What\'s in it for you ?
\" Great Salary up to 30,000
\" Paid Holidays
\" Pension
\" Birthday-additional paid leave
\" Flexible working arrangements
\" Team Rewards
\" On the job Training
\" Annual Appraisal
Responsibilities:
\" Conduct research and analysis to support financial planning recommendations
\" Prepare client reports,suitability letters, and financial documentation
\" Assist Financial Advisers in developing tailored financial plans
\" Ensure compliance with industry regulations and company policies
\" Liaise with product providers and clients to gather necessary information
\" Build strong relationships with our clients to deliver an excellent service
You will need:
\" Level 4 Diploma in Financial Planning or working towards
\" Experience in a Paraplanning role or financial services background
\" Strong analytical skills and excellent attention to detail
\" Ability to interpret and apply financial regulations and compliance requirements
For further information please apply today or contact one of our specialist consultants quoting reference NJR 15654
Apply Now
