Paraplanner (Part or Fully Qualified)
£28,000- £34,000 DOE
Stoke on Trent
NJR have partnered with a well established firm of Chartered Financial Planners who are looking for a Paraplanner to join their team. This firm offers many fantastsic benefits such as 25 days holiday, Flexible working hours, Fully funded financial services exams and many more.
Responsibilities:
* Undertake research both independently and with the Advisers to identify suitable solutions to meet the clients’ needs
* Prepare and compile financial analysis data
* Write financial planning recommendation reports to cover a variety of solutions/products.
* Client cashflow planning
* Be involved in some client meetings and help design a suitable planning strategy for our clients.
* The client review process
* Maintain up to date records on our back-office system
* Make sure all regulatory and compliance standards are met on an ongoing basis
What you’ll need to succeed:
* 2 years experience working as a paraplanner in the financial servies sector
* Full time or part ti,e qualified working towards being Level 4 diploma qualified.
If this seems like something you would be interested, then speak to one of our consultants
NJR 150165
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