Trainee Paraplanner
Sheffield
£24,000 - £28,000
NJR Recruitment is pleased to be recruiting for a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the Sheffield region
This is a fantastic opportunity for an experienced Financial Planning Administrator who is seeking progression in to Paraplanning. You will be working as part of a small but growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank.
What’s in it for you?
* Genuinely competitive salary
* Hybrid working after probation
* Full study support
* Company pension
* Death In service cover
* Excellent career development
Day to day, you will be doing the following:
* Provide full IFA Admin support
* Research financial products and produce suitability reports
* Create illustrations in line with Adviser recommendations
* High level liaison between providers and clients where necessary
* Maintain the Quality of Documentation standards set out by the company
* Process new business applications
* General administration
What we need from you?
* Previous experience of working within Financial Services sector
* Knowledge of Intelligent Office and Transact would be of benefit
* Excellent attention to detail and strong technical skills
* Ability to manage own workload
* Articulate, numerate and able to maintain the highest degree of integrity and confidentiality
* Able to work under pressure to meet specific time deadlines
* Strong team player with a can-do attitude towards the daily challenges of a busy Practice
The successful candidate will be given the opportunity to study towards the Diploma in Financial Planning, with full support given by the Practice. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career within Wealth Management
For more information please apply today or contact NJR Recruitment quoting NJR15024
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