Financial Planner Assistant
3 weeks ago
Paraplanner / Report Writer
Manchester City Centre
Estimated Salary: £25,000 - £33,000 + Annual Bonus of up to 7.5%
Working Pattern: Hybrid
About the RoleWe are seeking a skilled Paraplanner / Report Writer to join our team at NJR Recruitment.
As a Paraplanner / Report Writer, you will be responsible for assisting with the preparation of financial plans and reports for clients.
You will work closely with our team of Chartered Financial Planners to ensure that all tasks are completed efficiently and effectively.
This is an excellent opportunity for someone who is looking to develop their skills and experience in a dynamic and supportive environment.
Responsibilities- Assist with the preparation of financial plans and reports for clients
- Work closely with our team of Chartered Financial Planners to ensure that all tasks are completed efficiently and effectively
- Develop and maintain strong relationships with clients and colleagues
- Death in Service
- Pension Scheme - employer will match employee contribution
- 25 days annual leave + an additional day on Christmas Eve
- Annual bonus of up to 7.5% of salary
Please note that this is a general job description and may not include all the responsibilities and requirements of the role.
If you are interested in this exciting opportunity, please submit your application.
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