Trainee Client Manager (Paraplanner)
Located in Brierley Hill
Salary up to £35,000 (Depending on Exp & Quals)
NJR Recruitment are currently working in Partnership with a trusted firm of Wealth Planners who are now looking for their next hire within the Paraplanning Team.
It is essential that those applying come from a Financial Planning background and offer knowledge of Pensions & Investments. A Trainee Paraplanner should have previous experience writing reports, and carrying out product research;
Main Duties to include:
* Suitability Report preparation using
* Production of quotes and relevant application paperwork via various external provider platforms
* IRESS Quotes and Protection Case Preparation
* Defaqto Research
* Selecta Pension Research
* Compiling cases for processing by ensuring all the required paperwork included is signed, this will include: * Suitability Report
* Fact Find
* Quotes
* Application form
* Other related paperwork

* Processing reports and associated paperwork for: * BED/ISA
* Top Up
* Fund switches
* Changes to contributions
* Withdrawals

Use of the back-office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file.
NJR 15076