Technical Advisor for Financial Planning

18 hours ago


Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time
About the Role

We are seeking a highly skilled Paraplanner to join our team at NJR Recruitment. As a key member of our finance team, you will play a crucial role in supporting our Advisors and Directors in creating comprehensive financial plans for our clients. Your expertise will help us deliver high-quality services and maintain our reputation as a leading recruitment agency.

Responsibilities:

  • Assist Advisors and Directors in developing financial plans and solutions
  • Organize and prepare reports and illustrations for financial plans
  • Ensure accurate and timely delivery of financial plans and reports
  • Maintain knowledge of industry trends and best practices in financial planning

Requirements:

  • Minimum 2 years' experience in paraplanning or a related role
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Bachelor's degree in Finance or a related field

Compensation:

£42,000 - £55,000 per annum (dependent on experience), plus benefits including ongoing training and development opportunities, a dynamic and supportive work environment, and the chance to work with a talented team of professionals.



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