Trainee Paraplanner
other jobs NJR Recruitment
Added before 11 Days
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- Full Time, Permanent
- £28,000 - £35,000 per annum
Job Description:
Full job descriptionTrainee Paraplanner
Sheffield
£28,000 - £35,000
NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants.
What’s in it for you?
*Competitive salary
*Free parking
*Ongoing training and development
*Study support towards CII Diploma
*23 days holiday + bank holidays
*Closed over Christmas
*Private Health Insurance
*Death in Service
*Annual Bonus
*Additional Christmas Bonus
Responsibilities will include:
*To provide efficient administrative support to a number of IFA’s
*Preparation of correspondence including letters and emails
*Prepare new business and review packs for IFA client meetings
*Obtain illustrations and valuations
*Conduct product research
*Write suitability reports
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR16952
Sheffield
£28,000 - £35,000
NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants.
What’s in it for you?
*Competitive salary
*Free parking
*Ongoing training and development
*Study support towards CII Diploma
*23 days holiday + bank holidays
*Closed over Christmas
*Private Health Insurance
*Death in Service
*Annual Bonus
*Additional Christmas Bonus
Responsibilities will include:
*To provide efficient administrative support to a number of IFA’s
*Preparation of correspondence including letters and emails
*Prepare new business and review packs for IFA client meetings
*Obtain illustrations and valuations
*Conduct product research
*Write suitability reports
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR16952
Job number 4082767
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Company Details:
NJR Recruitment
Company size: 5–9 employees
Industry: Financial Services
We offer a unique and professional boutique recruitment service based in Manchester. With great experience and an in depth knowledge of specialist pro...