Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Wakefield
£30000 - £35000 03/06/2025
NJR15804
Negotiable DOE
£30000 - £35000 03/06/2025
NJR15804
Negotiable DOE
DESCRIPTION
Junior Paraplanner
Wakefield
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.
Working out of their offices based in Wakefield 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?
Study Support
25 Days Holiday + Bank Holidays
Bonus Scheme
Pension
Free Parking
Excellent career progression
Responsibilities:
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
What do we need from you?
The successful candidate will ideally need to have previous experience working as a Paraplanner.
It is essential that you are familiar with a range of Pensions and Investments
Experience writing Suitability Letters and having solid communication skills is also required
You will ideally be Diploma qualified or working towards the Level 4 qualification, but this is not essential.
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: NJR15804
Wakefield
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.
Working out of their offices based in Wakefield 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?
Study Support
25 Days Holiday + Bank Holidays
Bonus Scheme
Pension
Free Parking
Excellent career progression
Responsibilities:
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
What do we need from you?
The successful candidate will ideally need to have previous experience working as a Paraplanner.
It is essential that you are familiar with a range of Pensions and Investments
Experience writing Suitability Letters and having solid communication skills is also required
You will ideally be Diploma qualified or working towards the Level 4 qualification, but this is not essential.
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: NJR15804
Apply Now
