Technical Research Associate

3 days ago


Chorley, Lancashire, United Kingdom NJR Recruitment Full time

Role Details

We are seeking an experienced Paraplanner to join our team in Chorley. The successful candidate will be responsible for supporting the wider team in all aspects of technical research and report writing.

Key Responsibilities

  • To accurately interpret the advisers client files to ascertain the clients needs and advisers instructions to translate this successfully into a Financial Planning Report.
  • To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the clients needs.
  • To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning.
  • To liaise with the Compliance Team in regard to work that requires pre-sale authorisation.
  • To prepare the report within an agreed timescale.

Working Arrangements

The successful candidate will be working from our offices in Chorley on a hybrid basis.

Benefits

  • Estimate salary range: £25,000 - £35,000 per year
  • Benefits include 28 days annual leave, group life cover, and rolling sick pay scheme


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