Paraplanner - Wealth Management
other jobs NJR Recruitment
Added before 15 hours
- England,South East,Buckinghamshire,Milton Keynes
- Full Time, Permanent
- £43,000 - £45,000 per annum
Job Description:
Paraplanner - Wealth Management
Location: Milton Keynes
Salary: up to £45,000 (Experience dependent)
Hybrid working
We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business,
This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.
Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports.
Benefits
" AE Pension Scheme with 5% matched contributions after probationary period
" 3 x DIS after probationary sign off
" PHI and PMI after probationary sign off
" Free onsite parking and virtual parking permit provided
" Finish at 12 noon every Friday
" Hybrid flexibility
Key Responsibilities
" Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments
" Proofreading and compiling reports, including printing and binding where required
" Gathering and preparing illustrations, key features, KIIDs, and application forms
" Conducting product and fund research in conjunction with the Portfolio Manager
" Supporting technical queries and liaising with advisers, clients, and product providers
" Cash Flow Modelling and contributing to client financial planning processes
" Keeping technical knowledge of products, platforms, and providers up to date
" Ensuring compliance by checking fact finds, AML documents, and client agreements
" Updating and maintaining the back-office system (Intelligent Office)
" Attending quarterly adviser days and contributing to the firm’s CPD structure
Experience and Skills Required
" Diploma qualified (or working towards it)
" Minimum of 2 years’ experience in a Paraplanner role
" Strong communication and problem-solving skills
" Highly organised with excellent time management
" Comfortable working independently and collaboratively within a team
Systems Knowledge
" Confident with Microsoft Outlook, Word, and Excel (intermediate level)
" Experience with back-office systems such as Intelligent Office (or similar)
" Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics
" Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable
This is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.
If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097
Location: Milton Keynes
Salary: up to £45,000 (Experience dependent)
Hybrid working
We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business,
This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.
Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports.
Benefits
" AE Pension Scheme with 5% matched contributions after probationary period
" 3 x DIS after probationary sign off
" PHI and PMI after probationary sign off
" Free onsite parking and virtual parking permit provided
" Finish at 12 noon every Friday
" Hybrid flexibility
Key Responsibilities
" Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments
" Proofreading and compiling reports, including printing and binding where required
" Gathering and preparing illustrations, key features, KIIDs, and application forms
" Conducting product and fund research in conjunction with the Portfolio Manager
" Supporting technical queries and liaising with advisers, clients, and product providers
" Cash Flow Modelling and contributing to client financial planning processes
" Keeping technical knowledge of products, platforms, and providers up to date
" Ensuring compliance by checking fact finds, AML documents, and client agreements
" Updating and maintaining the back-office system (Intelligent Office)
" Attending quarterly adviser days and contributing to the firm’s CPD structure
Experience and Skills Required
" Diploma qualified (or working towards it)
" Minimum of 2 years’ experience in a Paraplanner role
" Strong communication and problem-solving skills
" Highly organised with excellent time management
" Comfortable working independently and collaboratively within a team
Systems Knowledge
" Confident with Microsoft Outlook, Word, and Excel (intermediate level)
" Experience with back-office systems such as Intelligent Office (or similar)
" Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics
" Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable
This is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.
If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097
Job number 3054492
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NJR Recruitment
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