Paraplanner
other jobs NJR Recruitment
Added before 5 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Full job descriptionParaplanner
Leeds
£35,000 - £40,000
NJR now have an excellent opportunity for an ambitious Paraplanner to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre
What’s in it for you?
*Competitive Salary
*Hybrid working after probationary period
*25 Days Holiday + Bank Holidays
*Death in service cover
*Private Healthcare
*Full Study Support
*Early Finish on Fridays
*Dress Down Fridays
The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines.
Working collaboratively with the financial adviser and as part of a busy and friendly team the successful candidate will be responsible for:
*Reviewing and understanding existing scheme information from providers.
*Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
*Contacting clients and providers as required
*Completing accurate, detailed and thorough Suitability Reports, using templates to support and adding free text as needed
*Ensure compliance with office policies and industry regulations.
*Any other general administrative/research duties as required
What do we need from you?
*Previous experience as a paraplanner
*Level 4 Diploma qualified as a minimum, although chartered is preferable
*Strong knowledge across financial products including trusts and IHT Planning
*You will have excellent understanding of Microsoft systems Word, Outlook, Excel, as well as having solid communication skills and the ability to multi-task.
Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment, in return they will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR:16973
Leeds
£35,000 - £40,000
NJR now have an excellent opportunity for an ambitious Paraplanner to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre
What’s in it for you?
*Competitive Salary
*Hybrid working after probationary period
*25 Days Holiday + Bank Holidays
*Death in service cover
*Private Healthcare
*Full Study Support
*Early Finish on Fridays
*Dress Down Fridays
The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines.
Working collaboratively with the financial adviser and as part of a busy and friendly team the successful candidate will be responsible for:
*Reviewing and understanding existing scheme information from providers.
*Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
*Contacting clients and providers as required
*Completing accurate, detailed and thorough Suitability Reports, using templates to support and adding free text as needed
*Ensure compliance with office policies and industry regulations.
*Any other general administrative/research duties as required
What do we need from you?
*Previous experience as a paraplanner
*Level 4 Diploma qualified as a minimum, although chartered is preferable
*Strong knowledge across financial products including trusts and IHT Planning
*You will have excellent understanding of Microsoft systems Word, Outlook, Excel, as well as having solid communication skills and the ability to multi-task.
Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment, in return they will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR:16973
Job number 4123251
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Company Details:
NJR Recruitment
Company size: 5–9 employees
Industry: Financial Services
We offer a unique and professional boutique recruitment service based in Manchester. With great experience and an in depth knowledge of specialist pro...