The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners.
NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high-net-worth individuals, as a result of their continued growth they are now seeking an experienced and technically minded Paraplanner to join their team.
Hybrid Working is available (after initial training)
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplannerposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
Hurfords in Stamford offers structured and transparent progression opportunities Competitive basic salary Warm leads Industry leading training Agile and nimble IT systems
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
We are looking for a IFA Administrator to join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
As a IFA Administrator your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the IFA Administratorposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
And to act as the primary point of contact for perspective house buyers, guiding them through the process from initial meeting to handover of their new home.