Paraplanner
other jobs NJR Recruitment
Added before 2 Days
- England,Yorkshire and The Humber,North Yorkshire,Harrogate
- Full Time, Permanent
- £43,000 - £45,000 per annum
Job Description:
Full job descriptionParaplanner
Harrogate
Up to £45,000 DOE
Office Based
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.
Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.
The Role
Key responsibilities will include:
*Writing detailed and compliant suitability reports
*Conducting technical research and analysis
*Preparing recommendation and review documentation
*Supporting advisers with complex client cases
*Liaising with providers and platforms to progress business
*Assisting with annual reviews and ongoing client servicing
*Ensuring all work meets FCA and internal compliance standards
About You
*Previous experience within a Paraplanning role is essential
*Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
*Strong experience writing suitability reports
*Good technical understanding of pensions, investments and financial planning products
*Excellent attention to detail and organisational skills
*Professional, personable and team-focused approach
*Ability to manage workloads effectively within a busy environment
What’s on Offer
*Salary up to £45,000 DOE
*Higher salary available for those with Level 6 Qualifications
*Enhanced pension scheme
*Death in Service cover
*25 days holiday plus bank holidays
*Early finish every Friday
*Friendly and supportive office environment
*Opportunity to join a well-established and respected Financial Planning firm
This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.
For a confidential discussion, please contact NJR Recruitment quoting NJR16819
Harrogate
Up to £45,000 DOE
Office Based
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.
Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.
The Role
Key responsibilities will include:
*Writing detailed and compliant suitability reports
*Conducting technical research and analysis
*Preparing recommendation and review documentation
*Supporting advisers with complex client cases
*Liaising with providers and platforms to progress business
*Assisting with annual reviews and ongoing client servicing
*Ensuring all work meets FCA and internal compliance standards
About You
*Previous experience within a Paraplanning role is essential
*Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
*Strong experience writing suitability reports
*Good technical understanding of pensions, investments and financial planning products
*Excellent attention to detail and organisational skills
*Professional, personable and team-focused approach
*Ability to manage workloads effectively within a busy environment
What’s on Offer
*Salary up to £45,000 DOE
*Higher salary available for those with Level 6 Qualifications
*Enhanced pension scheme
*Death in Service cover
*25 days holiday plus bank holidays
*Early finish every Friday
*Friendly and supportive office environment
*Opportunity to join a well-established and respected Financial Planning firm
This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.
For a confidential discussion, please contact NJR Recruitment quoting NJR16819
Job number 3902640
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Company Details:
NJR Recruitment
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