Senior Paraplanner - NJR Recruitment : Job Details

Senior Paraplanner

Remote

£38,000 - £50,000

NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their team on a remote basis

What's in it for you?

• 25 Days Holiday + Bank Holidays
• Flexible Hours
• Fully Remote or Hybrid Working from their Leeds office Available
• Bonus Scheme
• Death in Service Cover
• Private Medical Insurance
• Company Pension
• Free Parking - if needed

Offering flexible working either out of their offices based in Leeds or fully remote, you will be supporting a senior Adviser 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.

Responsibilities will include:

• Identify and obtain information necessary to compile financial cash flow forecast
• Managing the research & analysis of financial products to meet client's requirements
• Managing and presentation of technical data
• Researching products to support recommendations
• Compiling financial planning reports
• Monitor client portfolios
• Drafting letters of advice on behalf of the partners

What do we need from you?

• Previous experience as a paraplanner supporting a Senior Adviser is essential
• Strong knowledge of a full range of pensions, investments, trusts and estate planning including IHT planning.
• Experience dealing with complex cases and HNW clients
• Minimum level 4 Diploma qualified, although those offering Chartered exams would be of most interest
• Strong communication skills

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

If you are looking to join a team that specialises in high net worth and complex cases as a Senior Paraplanner, apply today or for further information please contact one of our specialist consultants quoting REF: NJR15702