NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
NJR are currently working with a chartered firm who are looking for a Technical sales support to join their team.
The Technical sales support/Paraplanner will be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/opportunity spotting and writing suitability reports.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner.
Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.