Trainee Paraplanner

3 weeks ago

Doncaster, Doncaster, United Kingdom NJR Recruitment Full time

About NJR Recruitment

We are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are seeking a talented Trainee Paraplanner to support their dynamic team.

This Trainee Paraplanner role involves working closely with Financial Planners to prepare client financial plans, ensuring all necessary documentation is completed accurately and efficiently.

The ideal candidate will have a keen eye for detail and excellent communication skills, with the ability to work well under pressure in a fast-paced environment.

Key Responsibilities:

  • Preparing client financial plans in collaboration with Financial Planners
  • Ensuring all necessary documentation is completed accurately and efficiently
  • Providing exceptional customer service and communication

What You'll Need:

  • Excellent communication and interpersonal skills
  • A keen eye for detail and ability to work accurately under pressure
  • Ability to work well in a team and adapt to changing priorities

Apply today to take the first step in your paraplanning career

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