Paraplanning Professional
3 weeks ago
NJR Recruitment is pleased to be working with a prominent National Wealth Management Firm based near High Wycombe. The company is searching for a highly skilled and experienced Paraplanner to join their team.
This is an exceptional opportunity for someone wanting to progress their career with a respected Financial Planning practice. The successful candidate will benefit from comprehensive study support and a tailored development plan, making this an attractive option for those seeking a long-term position in a renowned national firm.
Key Responsibilities:
- Conduct thorough pre-report file assessments
- Verify that all compliance documentation is accurate and up-to-date
- Engage with clients to discuss their needs and objectives
- Provide crucial information for analysis by the relevant advisor
- Produce high-quality Cash Flow Forecast Reports
- Research and identify effective solutions to meet clients' needs and objectives
This role is fast-paced, dynamic, and demanding, making it ideal for individuals seeking variety and eager to develop their skills within a thriving industry.
Essential Qualifications and Experience:
- Proven track record of producing high-quality product research and suitability reports within a Financial Services environment
- Strong understanding of current regulatory and legislative requirements
- Ideally, the successful candidate will hold or be working towards a Level 4 Diploma in Regulated Financial Planning
Our Benefits:
- 25 days annual leave + Bank Holidays
- Flexible working arrangements
- Annual birthday leave
- Contributory pension scheme
- Private medical insurance
- Life assurance
- Health insurance
- Voluntary charity work days
- Career progression opportunities
- Cycle to work scheme
A motivated and enthusiastic individual with excellent teamwork skills is required for this challenging Paraplanning role. If you are a skilled Paraplanner seeking a new challenge, we encourage you to apply.
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