Financial Planning Paraplanner
4 weeks ago
Salary: £35,000-£45,000 DOE
NJR Recruitment is collaborating with a reputable financial advisory firm that is seeking a skilled paraplanner to enhance their operations.
Key Responsibilities:
1. Assist financial advisors in preparing comprehensive financial plans.
2. Conduct research and analysis to support client needs.
3. Maintain accurate client records and documentation.
4. Collaborate with the advisory team to improve service delivery.
Qualifications:
- Relevant experience in financial planning or paraplanning.
- Strong analytical and communication skills.
- Ability to work effectively in a team-oriented environment.
For more detailed information regarding this opportunity, please refer to the application process.
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