Paraplanner Trainee
13 hours ago
About NJR Recruitment
We are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever-growing business.
Based in Doncaster, you will be supporting the Financial Planners in preparing client financial plans, reports, research, and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What's in it for you?
- Competitive salary and bonus structure
- 25 days' holiday + bank holidays
- Flexible hours and hybrid working available
- Death in service cover
- Free parking
- PMI cover
- Company pension
Responsibilities will include:
- Managing the research & analysis of financial products to meet client requirements
- Researching products to support recommendations
- Compiling financial planning reports
- Drafting letters of advice on behalf of the partners
- Assisting with IFA Admin related tasks
What we need from you:
- Previous experience in financial planning, ideally as an IFA Admin
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