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Junior Financial Planner

2 months ago

Leeds, Leeds, United Kingdom NJR Recruitment Full time
About NJR Recruitment

NJR Recruitment is a leading national firm of Financial Advisers, seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.

Job Summary

We are looking for a confident and switched-on individual to support our Financial Planners in preparing client financial plans, reports, research, and analysis. The successful candidate will have previous experience working as a Paraplanner and be familiar with writing suitability reports.

Key Responsibilities
  • Compile financial cash flow forecasts and manage research & analysis of financial products to meet client requirements
  • Present technical data and research products to support recommendations
  • Compile financial planning reports and monitor client portfolios
  • Draft letters of advice on behalf of the partners and build strong relationships with clients
Requirements
  • Previous experience working as a Paraplanner
  • Familiarity with writing suitability reports
  • Diploma qualified or working towards the Level 4 qualification
  • Solid communication and articulation skills
What We Offer
  • 25 Days Holiday + Bank Holidays
  • Flexible Hours + Hybrid working
  • Death in Service Cover
  • Private Medical Insurance
  • Company Pension
  • Free Parking
  • Excellent Ongoing Training and Development
  • Full Study Support

We are looking for a professional and driven individual who can deliver a high level of professionalism and exceed expectations. If you are a motivated and ambitious individual looking for a new challenge, please contact us for further information.