NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in North Leeds. Our Client is looking for a Junior Paraplanner to join their ambitious, expanding and technically astute team.
What's in it for you?
- Hybrid working
- Free Onsite Parking
- Study Support Available
- Excellent Promotion and Development Opportunities
- Flexible hours
- Private Medical Insurance
- Death In Service
- Critical Illness Cover
- Free Cinema Tickets
- Free Starbucks
- Discounted Gym Membership
- Non Contributory 5% Pension
- 25 Days Holiday + Bank Holidays
As a Junior Paraplanner you will be supporting various experienced Advisers who offer High Net Worth Clients complex advice on Pensions and Investments. In addition to report writing, the successful candidate will be expected to research and analyse products that are appropriate to the client's circumstances; whilst assisting the Financial Planners with general administration tasks.
Responsibilities will include:
- Prepare suitability reports
- Ensure all relevant compliance paperwork has been carried out.
- Carry out technical research as part of the existing arrangement review process.
- Process new business
- Liaise with clients, providers and other 3rd parties
- Deal with LOAs
The successful candidate will need to have proven experience working within financial services with knowledge of Investment and Pension products and have experienced in writing reports.. You will need to have started the R0 qualifications and have passed two of them, but the full diploma is not needed at this point.
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR15182
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