Financial Planning Analyst

5 days ago


Harrogate, United Kingdom NJR Recruitment Full time
About NJR Recruitment
NJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Financial Planning Analyst to join their dynamic and ever-growing business.

What We Offer
Excellent basic salary
30 Days Holiday + Bank Holidays
Close for Christmas
Hybrid Working
Excellent Enhanced Pension Scheme
Death in Service Cover
Critical Illness Cover
Income Protection
Private Medical Insurance
Full Dental Cover Package
Free Parking
Flexible Hours

Key Responsibilities
The successful candidate will be responsible for providing technical analysis for high net worth clients and duties will include:
Conducting thorough research following client meetings
Reviewing model portfolios
Compiling suitability reports
Working closely with a small team of independent advisers
Using a range of tools and spreadsheets to provide analytical analysis

Requirements
Previous experience as a paraplanner
Minimum Level 4 Diploma qualified although Chartered Status would be preferred
Excellent knowledge across pensions, investments, trusts and tax planning
Technical and analytical mindset
Good general team player.

About the Role
NJR Recruitment is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For Further Information
Please apply today or contact one of our specialist consultants quoting NJR15264
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