Hybrid Working is available (after initial training)
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.
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners.
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.
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.
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.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
Backfill due to an internal promotion, you can have full autonomy to lead our small but efficient Laboratory team at our chemical manufacturing site in Peterborough, whilst remaining hands on to meet business needs.
We look forward to hearing from you.
We have plenty of NPD work to keep you challenged and entertained.
Our esteemed client seeks an enthusiastic Trusts and Tax Solicitor to join their esteemed Private Client team.
This full-time, permanent role offers flexibility in location.
About Buckles
With over 200 years of excellence, they are an award-winning firm providing top-tier client services across various legal domains to UK and international clients.
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.