Financial Planner Assistant

3 days ago


Manchester, United Kingdom NJR Recruitment Full time
Job Title: Financial Planner Assistant

Company Overview: Our Client is a well-established, boutique firm of Chartered Financial Planners based in the Heart of Manchester. They are looking for an experienced Paraplanner to join their team.

Salary: £25,000 - £33,000 per annum + annual bonus of up to 7.5% of salary.

Job Description: The ideal candidate will have excellent analytical and communication skills, with the ability to work independently and as part of a team. They will be responsible for supporting the financial planning process, preparing reports and presentations, and ensuring that all tasks are completed to a high standard.

Required Skills and Qualifications: To be successful in this role, you will need to have a strong understanding of financial planning principles and practices. You will also need to be proficient in using software applications such as Microsoft Office and have excellent communication and interpersonal skills.

Benefits:
  • Death in Service
  • Pension Scheme - employer will match the employee contribution
  • 25 days annual leave + an additional day on Christmas Eve
  • Annual bonus of up to 7.5% of salary


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