Whole of Market Financial Planner
7 days ago
**Role Overview:**
We are seeking a skilled Paraplanner to join our team, reporting directly to our senior management team. As a key member of our Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising with clients, and contributing to the success of the business.
**Key Responsibilities:**
- Prepare advice reports for financial advisers in good time
- Liaise directly with financial advisers before preparing advice
- Preparation of investment illustrations and reports (FE Analytics)
- Basic tax analysis (CGT/income tax) and liaising with investment platforms and insurers
- Maintaining client files and preparing compliant advice reports
**Requirements:**
To be successful in this role, you will need:
- A good few years' experience as a Trainee Paraplanner or similar role
- Excellent communication and organisational skills
- The ability to work effectively in a team and build strong relationships with clients and colleagues
**About NJR Recruitment:**
NJR Recruitment is a leading recruitment agency specialising in the financial sector. We are committed to providing exceptional recruitment services and building long-lasting relationships with our clients and candidates.
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