Technical Advisor for Financial Planning
18 hours ago
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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