NJR Recruitment are currently working with a very well established and highly successful Wealth Management practice, who have a strong presence in the marketplace. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Paraplanner to join their thriving team.
As a Paraplanner, you will have strong technical knowledge about investment, pension and life assurance products including their benefits and taxation. You will have a dipolma status and at least 3 years experience in a Paraplanning role for a wealth management firm.
What's in It for you?
- A supportive environment for continual learnung.All qualification and traning costs are met
- Pensions Contributuons
- Life Assurance
- Online GP
- Generous holidays with option to buy more
Key Responsibilities:
- Working collaboratively with our financial planners, you will help give advice to our clients.
- You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals.
- You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
The ideal candidate willl have experience using a cashflow forecasting system, ideally vogant aswell as strong capability with technology and systems, including Excel.
If you are interested in this role then please apply online or for further information quote refernece NJR15194
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