Paraplanner - NJR Recruitment : Job Details

Paraplanner

Harrogate

£40,000 - £50,000

NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.

What's in it for you?

• Excellent basic salary
• 30 Days Holiday Bank Holidays
• Close for Christmas
• Hybrid Working
• Excellent Enhanced Pension Scheme
• Death in Service Cover
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Full Dental Cover Package
• Free Parking
• Flexible Hours

The successful candidate will be responsible for providing the technical analysis for the high net worth clients and duties will include:

• Conducting thorough research following client meetings
• Reviewing model portfolios
• Compiling suitability reports
• Working closely with a small team of independent advisers
• Using a range of tools and spreadsheets to provide analytical analysis

What do we need from you?

• Previous experience as a paraplanner
• Minimum Level 4 Diploma qualified although Chartered Status would be preferred
• Excellent knowledge across pensions, investments, trusts and tax planning
• Experience with Cash Flow Modelling via Voyant
• Technical and analytical mindset
• Good general team player.

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 NJR15971