Paraplanner (Part or Fully Qualified)

Paraplanner (Part or Fully Qualified)

£28,000- £34,000 DOE

Stoke on Trent

NJR have partnered with a well established firm of Chartered Financial Planners who are looking for a Paraplanner to join their team. This firm offers many fantastsic benefits such as 25 days holiday, Flexible working hours, Fully funded financial services exams and many more.

Responsibilities:

• Undertake research both independently and with the Advisers to identify suitable solutions to meet the clients’ needs
• Prepare and compile financial analysis data
• Write financial planning recommendation reports to cover a variety of solutions/products.
• Client cashflow planning
• Be involved in some client meetings and help design a suitable planning strategy for our clients.
• The client review process
• Maintain up to date records on our back-office system
• Make sure all regulatory and compliance standards are met on an ongoing basis

What you’ll need to succeed:

• 2 years experience working as a paraplanner in the financial servies sector
• Full time or part ti,e qualified working towards being Level 4 diploma qualified.

If this seems like something you would be interested, then speak to one of our consultants

NJR 150165

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