Trainee Paraplanner
other jobs NJR Recruitment
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Trainee Paraplanner
Leeds
£25,000 - £30,000
NJR Recruitment is delighted to be supporting a well-established and highly regarded Independent Financial Adviser firm in Leeds who are looking to recruit a Trainee Paraplanner to join their growing team.
This is an excellent opportunity for either a graduate looking to start a career in financial planning or an experienced IFA Administrator looking to progress into a more technical paraplanning role.
You will receive full training and support while working alongside experienced Advisers and Paraplanners, gaining valuable exposure to financial planning, technical research and report writing.
The Role
*Assist Paraplanners and Advisers with research and analysis
*Prepare client review packs and meeting documentation
*Gather provider information, valuations and illustrations
*Support the drafting of suitability reports and recommendation letters
*Process new business applications and track cases through to completion
*Maintain accurate client records using back-office systems
*Liaise with clients, providers and internal teams professionally
*Study towards industry qualifications with full support available
Who We’re Looking For
*We are open to candidates from a variety of backgrounds, including:
*Recent graduates (Finance, Economics, Business or related subjects preferred)
*Existing IFA Administrators looking to progress into paraplanning
*Candidates with financial services experience and a strong interest in advice/planning
*Strong analytical and numerical skills
*Excellent written communication and attention to detail
*Motivated individuals looking for a long-term career path
What’s on Offer
*Genuine career path into a fully-fledged Paraplanner role
*Full training and mentorship from experienced professionals
*Study support for CII qualifications
*Competitive salary and benefits package
*Excellent Bonus Scheme
*Friendly and professional team environment
*Leeds city centre / accessible office location
This is a fantastic opportunity to build a long-term career within financial planning with a firm that invests in its people.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16653
Leeds
£25,000 - £30,000
NJR Recruitment is delighted to be supporting a well-established and highly regarded Independent Financial Adviser firm in Leeds who are looking to recruit a Trainee Paraplanner to join their growing team.
This is an excellent opportunity for either a graduate looking to start a career in financial planning or an experienced IFA Administrator looking to progress into a more technical paraplanning role.
You will receive full training and support while working alongside experienced Advisers and Paraplanners, gaining valuable exposure to financial planning, technical research and report writing.
The Role
*Assist Paraplanners and Advisers with research and analysis
*Prepare client review packs and meeting documentation
*Gather provider information, valuations and illustrations
*Support the drafting of suitability reports and recommendation letters
*Process new business applications and track cases through to completion
*Maintain accurate client records using back-office systems
*Liaise with clients, providers and internal teams professionally
*Study towards industry qualifications with full support available
Who We’re Looking For
*We are open to candidates from a variety of backgrounds, including:
*Recent graduates (Finance, Economics, Business or related subjects preferred)
*Existing IFA Administrators looking to progress into paraplanning
*Candidates with financial services experience and a strong interest in advice/planning
*Strong analytical and numerical skills
*Excellent written communication and attention to detail
*Motivated individuals looking for a long-term career path
What’s on Offer
*Genuine career path into a fully-fledged Paraplanner role
*Full training and mentorship from experienced professionals
*Study support for CII qualifications
*Competitive salary and benefits package
*Excellent Bonus Scheme
*Friendly and professional team environment
*Leeds city centre / accessible office location
This is a fantastic opportunity to build a long-term career within financial planning with a firm that invests in its people.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16653
Job number 3682980
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Company Details:
NJR Recruitment
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