Financial Planning Specialist

2 days ago


Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time
Job Title

Paraplanner

About the Role

We are working with a well-established firm of Financial Planners as part of St James Place to find a skilled Paraplanner.

Job Description

This role involves providing technical support to Advisors and Directors in informing and advising on financial planning factors and suitable plans and products. You will also be responsible for organizing reports and illustrations in a timely manner.

Salary and Benefits

The estimated salary for this position is £40,000 per year, offering a competitive package including benefits such as pension scheme, life assurance, and annual leave entitlement.

Requirements
  1. Degree or higher in a relevant field
  2. Excellent communication skills
  3. Able to work accurately and efficiently under pressure
Working Environment

You will be working in a fast-paced office environment with a team of experienced professionals. The ideal candidate should be able to adapt quickly to new challenges and demonstrate a positive attitude towards learning and development.



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