Trainee Paraplanner

2 months ago

Elland West Yorkshire, United Kingdom NJR Recruitment Full time

Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator who wants to progress into paraplanning Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the process
23 days + bank holidays increasing with service
~ Private Medical Cover
~ Pension
~ Free parking

Obtaining valuations and illustrations
Helping with the technical information and presentations
Suitability Report writing
The successful candidate will need to have previous experience working within Financial Planning - preferably within an Independent Financial Services environment but those with any pensions, investment or mortgage processing experience will also be considered.

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