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Financial Planning Specialist

2 months ago

Birmingham, Birmingham, United Kingdom NJR Recruitment Careers Full time

NJR Recruitment Careers is seeking a skilled Paraplanner to join their team. As a key member of the financial planning firm, this role will involve assisting Financial Planners in providing expert guidance to clients. The successful candidate will have a strong understanding of pre and post-retirement planning, investments, and taxation. Key responsibilities include understanding and articulating Financial Planner requirements, analyzing clients' existing financial arrangements, researching investment products, and preparing clear and compliant reports. The ideal candidate will have excellent communication skills and be able to maintain effective relationships with product providers. This is a great opportunity for a motivated individual to develop their skills and contribute to the success of the firm. The Paraplanner will work closely with the Financial Planner to ensure compliance with FCA regulatory requirements and develop professional relationships with product providers. If you are a detail-oriented and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.