Trainee Paraplanner

Trainee Paraplanner

Leeds

£30,000 - £35,000

NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and Trianee Paraplanner to join their dynamic and ever growing business.

What's in it for you?

• Hybrid Working
• 25 Days Holiday + Bank Holidays
• Enhanced Pension Scheme
• Free Parking
• Private Medical Insurance
• Death in Service Cover
• Personalised Development Plan
• Ongoing training
• Full study support
• Lots of team/social events

With hybrid working out of their offices based in Leeds, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities:

• Identify and obtain information necessary to compile financial cash flow forecast
• Managing the research & analysis of financial products to meet client's requirements
• Assisting with any FCA related Issues
• Compiling financial planning reports
• Monitor client portfolios
• Drafting letters of advice on behalf of the planners
• Prepare file documentation prior to account opening
• Act as main point of contact and deal effectively with queries
• Build strong relationships with clients and attend occasional client meetings

The successful candidate will need to have previous experience working in financial planning - preferably within an Independent Financial Services environment. You will also ideally working towards the Level 4 qualification as well as having solid communication and articulations skills.

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR16533