Paraplanner

4 weeks ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Job Title: Paraplanner

We are seeking a highly skilled and motivated Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planning team by analyzing data, conducting research, and producing high-quality suitability reports.

Key Responsibilities:
  • Receiving instructions from advisers during debriefings and interpreting data obtained during client meetings.
  • Analyzing data and using research tools to provide solutions to meet client needs and objectives.
  • Providing records to support research undertaken and consolidating client needs and objectives.
  • Preparing suitability reports, client-specific illustrations, and key features documents.
  • Ensuring all client files are compliant on an ongoing basis.
Requirements:
  • At least 2 years' experience working in a Paraplanning role, preferably in a financial planning organization.
  • Clear understanding of the financial planning process and ability to produce professional reports.
  • Ability to work within defined business processes and achieve agreed outcomes without supervision.
  • Good level of technical knowledge of investments and pensions advice.
What We Offer:
  • 25 days holiday
  • 4 x Death in Service Benefits
  • Employer Pensions Contributions
  • Flexible working
  • Free Parking

We are looking for someone with a can-do attitude, eagerness to succeed in a fast-paced environment, and the ability to build strong relationships and display professionalism at all times.



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