Paraplanner

1 month ago

Harrogate North Yorkshire, United Kingdom NJR Recruitment Full time

About US

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.

Whats 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
  • 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 NJR15264

#fin

JBRP1_UKTJ

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