Senior Paraplanner
other jobs NJR Recruitment
Added before 4 hours
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £45,000 - £65,000 per annum
Job Description:
Senior Paraplanner
Wetherby
£45,000 - £65,000
NJR are currently exclusively representing one of Yorkshire’s leading firms of independent financial advisers, who is now seeking an experienced Paraplanner to join their dynamic and ever growing business.
Initially working out of their beautiful offices based near Wetherby you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
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
Compiling Suitability reports
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
What’s in it for you?
Excellent Basic Salary
Free Parking
Flexible working
Hybrid working
Enhanced pension
Death In Service
Private Medical Insurance
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You must be Level 4 qualified as a minimum, as well as having solid communication and articulations skills.e
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: NJR16225
Wetherby
£45,000 - £65,000
NJR are currently exclusively representing one of Yorkshire’s leading firms of independent financial advisers, who is now seeking an experienced Paraplanner to join their dynamic and ever growing business.
Initially working out of their beautiful offices based near Wetherby you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
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
Compiling Suitability reports
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
What’s in it for you?
Excellent Basic Salary
Free Parking
Flexible working
Hybrid working
Enhanced pension
Death In Service
Private Medical Insurance
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You must be Level 4 qualified as a minimum, as well as having solid communication and articulations skills.e
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: NJR16225
Job number 3089992
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Company Details:
NJR Recruitment
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