Financial Planning Assistant
4 weeks ago
About NJR Recruitment
We are representing a leading national firm of Financial Advisers who are seeking an ambitious and talented Trainee Paraplanner to join their dynamic business.
The role offers hybrid working out of offices based on the outskirts of Doncaster, supporting Financial Planners in preparing client financial plans, reports, research and analysis.
Key responsibilities include:
- Managing 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
Requirements include:
- Previous experience in financial planning, ideally as an IFA Administrator
- Great attention to detail
- Excellent verbal and written communication skills
- Ideal candidate is working toward Level 4 diploma in financial planning
The ideal candidate is a confident, switched-on individual with the drive to exceed expectations and deliver a high level of professionalism.
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