Wealth Management Coordinator

2 days ago


Nationwide, United Kingdom NJR Recruitment Ltd Full time

We are seeking a highly skilled Trainee Paraplanner to join our team at NJR Recruitment Ltd. This is an exciting opportunity to develop your skills in wealth management and contribute to our company's success.

About the Role

This is a full-time, permanent position offering flexibility with Hybrid, Remote, and Office-based work arrangements. As a Paraplanner, you will be part of a collective providing technical Wealth Management support for key products and services delivery to clients.

  • Deliver high-quality support to consultants and other teams as needed.
  • Collaborate with Client Relationship Managers to provide exceptional client service.

Responsibilities

  • Develop and maintain technical knowledge of financial products and their relevance to client requirements.
  • Prepare, review, and update letters, proposals, and reports with consultant direction, focusing on clients' risk management positions.
  • Support the delivery of Group products and services to clients, including cash management, tax products, and special projects.

What You'll Need

  • Diploma in Regulated Financial Planning or Certificate in Paraplanning (or equivalent).
  • Sound technical knowledge of financial products and their relevance to client requirements.
  • Up-to-date knowledge of relevant regulations, legislation, policies, and procedures.
  • Annual FIT assessments and certification reissuance mandatory under SMCR.

Your Benefits

  • Excellent career progression opportunities with chances for promotion.
  • Comprehensive training, support, and a great office environment.
  • Participation in charity fundraising events and social activities.
  • A competitive salary estimated at £25,000 - £35,000 per annum, depending on experience and location.


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