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Financial Planning Paraplanner

3 months ago

Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time
Position: Paraplanner

Salary: £35,000-£45,000 DOE


NJR Recruitment is collaborating with a reputable financial advisory firm seeking a skilled paraplanner to enhance their operations.

This organization is dedicated to delivering outstanding financial solutions and guidance, ensuring their clientele achieves optimal results.

Key Responsibilities:
1. Assist financial advisors in preparing client reports and documentation.
2. Conduct research and analysis to support client investment strategies.
3. Maintain up-to-date knowledge of financial products and regulations.

Ideal Candidate:
- Strong analytical skills and attention to detail.
- Excellent communication abilities.
- Previous experience in a paraplanning role is preferred.

For further details regarding this opportunity, please refer to the application process.