Paraplanner and Financial Advisor
2 days ago
Job Description:
NJR Recruitment is working with a leading financial planning firm that prides itself on providing personalized financial advice and bespoke solutions to its clients.
As a Senior Paraplanner, you will be responsible for supporting the preparation of comprehensive financial plans, collaborating with senior advisors to develop tailored financial solutions, and ensuring seamless communication with clients.
Responsibilities:
- Prepare detailed financial plans and presentations for high-net-worth clients
- Contribute to the development of innovative financial solutions
- Provide exceptional client service and support
Requirements:
- 3+ years of experience in financial services or related field
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
Benefits:
- Estimated annual salary: £50,000 - £65,000
- Opportunities for career advancement and professional growth
- A dynamic and supportive work environment
We invite applications from motivated and experienced professionals who share our commitment to excellence in financial planning.
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