Paraplanner

Paraplanner

£28,000 - £40,000

Grantham

Trainee Paraplanners will be considered for this role, experience of writing suitability reports is required.

Remote working is available for this role (2 Days in the Office)

NJR Recruitment is currently working on a fantastic opportunity for a Trainee Paraplanner OR experienced Paraplanner to join a highly reputable Financial Planning organisation based in the Grantham area.

Our Client are a buoyant business who pride on their culture which is very much family orientated and professional as a result of their ongoing growth and success now have an excellent opportunity available.

The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality anddelivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.

**Responsibilities**:
Produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures.

Analyse clients' circumstances, needs and objectives.

Provide research on all relevant advice areas, products and investment funds.

Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.

Create, manage and complete tasks on Intelligent Office

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF: NJR12304