Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
Our client is an Independent Financial Planning firm with offices in Wakefield.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Role responsibilities
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team.
As a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful.
NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wakefield.