Trainee Paraplanner
Posted 3 days ago
- Doncaster, South Yorkshire
- Any
- External
- Expires In 3 months
About us
NJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business.
Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What's in it for you?
Generous competitive salary
Bonus structure
25-days holiday + bank holidays
Flexible hours and hybrid working available
Death in service cover
Free parking
PMI cover
Company pension
Responsibilities will include:
Managing the research & analysis of financial products to meet client's requirements
Researching products to support recommendations
Compiling financial planning reports
Drafting letters of advice on behalf of the partners
Assisting with IFA Admin related tasks
What we need from you:
Previous experience in financial planning, ideally as an IFA Administrator, although similar experience is welcomed.
Great attention to detail
Excellent verbal and written communication skills
Ideally be working toward Level 4 diploma in financial planning, but this is not essential.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR15213
TPBN1_UKTJ
NJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business.
Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What's in it for you?
Generous competitive salary
Bonus structure
25-days holiday + bank holidays
Flexible hours and hybrid working available
Death in service cover
Free parking
PMI cover
Company pension
Responsibilities will include:
Managing the research & analysis of financial products to meet client's requirements
Researching products to support recommendations
Compiling financial planning reports
Drafting letters of advice on behalf of the partners
Assisting with IFA Admin related tasks
What we need from you:
Previous experience in financial planning, ideally as an IFA Administrator, although similar experience is welcomed.
Great attention to detail
Excellent verbal and written communication skills
Ideally be working toward Level 4 diploma in financial planning, but this is not essential.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting REF: NJR15213
TPBN1_UKTJ