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Trainee Paraplanner

1 month ago


Sheffield, United Kingdom NJR Recruitment Full time
Trainee Paraplanner

Sheffield

NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm. Working alongside the technical team in the Sheffield office, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities:

Complete pre-report file assessments

Ensure all compliance paperwork is in order

Prepare recommendation reports in accordance with the agreed recommendations

Prepare information for analysis by the adviser.

Undertake research to identify suitable solutions to meet the client's needs and objectives

Providing updates to Advisers at quarterly Adviser meetings when required What's in it for you?

Competitive basic salary

Great Annual Bonus

Free parking

Company Pension

Generous holiday allowance

Full study Support

Personalised training and development plan What do we need from you?

Previous experience working in financial planning administration

Good knowledge of pensions, investments and protection products

Wide range of knowledge about a large range of providers

A strong desire to progress and develop with a keen desire to complete the Level 4 diploma This is a great opportunity for those looking to take their next steps in financial planning and wanting to move towards a more technical role. For more information please contact one of our specialist consultants and quote job reference NJR15275

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