Paraplanner Trainee

4 weeks ago

Doncaster, Doncaster, United Kingdom NJR Recruitment Full time
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.

Job Summary

The successful candidate will be supporting the Financial Planners in preparing client financial plans, reports, research, and analysis, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Key Responsibilities
  • Manage the research and analysis of financial products to meet client requirements
  • Research products to support recommendations
  • Compile financial planning reports
  • Draft letters of advice on behalf of the partners
  • Assist with IFA Admin-related tasks
Requirements
  • Previous experience in financial planning, ideally as an IFA Administrator, although similar experience is welcomed
  • Great attention to detail
  • Excellent verbal and written communication skills
  • Ideally be working toward Level 4 diploma in financial planning, but this is not essential
What We Offer
  • Generous competitive salary
  • Bonus structure
  • 25-days holiday + bank holidays
  • Flexible hours and hybrid working available
  • Death in service cover
  • Free parking
  • PMI cover
  • Company pension

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information, please apply today or contact one of our specialist consultants.

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