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Paraplanner Trainee

2 months ago

Leeds, Leeds, United Kingdom NJR Recruitment Full time
Trainee Paraplanner Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will play a key role in supporting our experienced Advisers in providing high-quality advice to our clients.

Key Responsibilities:
  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports and ensure all relevant compliance paperwork is completed.
  • Conduct technical research and analysis to identify suitable products for clients.
  • Support the Financial Planners in establishing new client relationships and providing exceptional customer service.
  • Maintain awareness of compliance and legislative obligations and ensure all tasks are carried out in line with company policies and procedures.
What We Offer:
  • Hybrid working arrangement
  • Free on-site parking
  • Study support and development opportunities
  • Flexible working hours
  • Private medical insurance
  • Death in service and critical illness cover
  • Free cinema tickets and Starbucks
  • Discounted gym membership
  • Non-contributory 5% pension scheme
  • 25 days' holiday plus bank holidays

We are looking for someone with a strong understanding of financial services and a passion for delivering exceptional customer service. If you are a motivated and ambitious individual looking to start your career in financial services, we would love to hear from you.