Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
They are currently looking for a Mortgage Paraplanner to join their firm.
This role is a desk based role, providing paraplanning, administration and sales support within the Mortgage, Equity Release and Protection Department.
NJR are currently working with a with a firm of Independent Financial Advisers offering specialist Financial Planning in all areas ranging from Investment advice to Mortgage advice and much more.
Posted by Service Service Employment Agency Limited • £35K/yr to £45K/yr
Key responsibilities
The preparation of compliant Financial Planning Reports to meet specific client goals.
General
This role can be carried out on a hybrid basis and you will be able to work from home for up to three days per week post probation.
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
Posted by Tallgrass Recruitment Limited • £35K/yr to £40K/yr
General
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services.
The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
Responsibilities
Conduct thorough research on financial products and strategies.