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Trainee Client Manager

2 months ago


Brierley Hill, Dudley, United Kingdom NJR Recruitment Full time
Job Opportunity

Trainee Client Manager (Paraplanner) - A Career in Financial Planning

Location: Brierley Hill Area

Salary: Up to £35,000 (Dependent on Experience and Qualifications)

NJR Recruitment is partnering with a reputable wealth planning firm to find their next team member for the paraplanning department.

The ideal candidate will have a background in financial planning and knowledge of pensions and investments. A strong understanding of the financial planning industry is essential for this role.

Key Responsibilities:

  • Assist in the preparation of financial plans and reports
  • Conduct research on financial products and services
  • Develop and maintain relationships with clients
  • Collaborate with the team to achieve business objectives

Requirements:

  • Financial planning experience and knowledge of pensions and investments
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Proficiency in Microsoft Office and other relevant software

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment

How to Apply:

Please submit your application, including your resume and a cover letter, to NJR Recruitment.