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Paraplanner

NJR Recruitment Ltd

Leeds

On-site

GBP 30,000 - 50,000

Full time

30+ days ago

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An established industry player is seeking a talented Paraplanner to join their dynamic team in Leeds. This role involves working closely with Financial Advisers to support the client advisory process and provide essential sales support. You will be responsible for reviewing client documents, conducting thorough research, and compiling suitability reports. The firm offers a supportive environment with numerous perks, including private medical insurance, generous holiday allowances, and a cycle-to-work scheme. If you are ambitious and have a passion for financial advising, this is the perfect opportunity for you to advance your career in a thriving organization.

Up to 28 days' holiday

Pension

Group income protection

Death in service cover

Long service awards

Cycle to Work Scheme

Buy and sell holiday

Private medical insurance

Employee discount scheme

Childcare vouchers

Previous experience as a Paraplanner is essential.
Must be Diploma qualified or working towards Level 4 qualification.

Review client documents and risk profiles provided by Financial Advisers.
Conduct research and analysis of funds and products.

Paraplanning

Research and Analysis

Report Compilation

Diploma Level 4 Qualification

Financial Software

NJR Recruitment are currently representing one of the UK's leading National Firms of Independent Financial Advisers, who are now seeking an ambitious and talented Paraplanner to join their dynamic and ever-growing business.

What's in it for you?

Up to 28 days' holiday
Pension Group income protection Death in service cover
Long service awards
Cycle to Work Scheme
Buy and sell holiday
Private medical insurance - including dental and optical cover
Employee discount scheme with major retailers
Employee assistance scheme
Personal and family confidential counselling
Breakfast baskets in all our offices
Childcare vouchers
Season ticket loans

Working out of their offices based in Leeds, the incumbent will be working closely with a team of Financial Advisers to support the client advisory process. Playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.

Responsibilities will include:

Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers
Undertake the necessary research and analysis of Funds and products
Compile suitability reports
Discuss the reports with the Financial Adviser, amending as necessary

The successful candidate will need to have previous experience working as a Paraplanner. You will be Diploma qualified or working towards the Level 4 qualification as a minimum.

For further information please contact one of our specialist consultants quoting REF: NJR15541

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