Trainee Client Manager (Paraplanner)
Located in Brierley Hill
Salary up to £35,000 (Depending on Exp & Quals)
NJR Recruitment are currently working in Partnership with a trusted firm of Wealth Planners who are now looking for their next hire within the Paraplanning Team.
It is essential that those applying come from a Financial Planning background and offer knowledge of Pensions & Investments. A Trainee Paraplanner should have previous experience writing reports, and carrying out product research;
Main Duties to include:
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Suitability Report preparation using
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Production of quotes and relevant application paperwork via various external provider platforms
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IRESS Quotes and Protection Case Preparation
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Defaqto Research
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Selecta Pension Research
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Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:
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Suitability Report
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Fact Find
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Quotes
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Application form
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Other related paperwork
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Processing reports and associated paperwork for:
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BED/ISA
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Top Up
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Fund switches
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Changes to contributions
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Withdrawals
Use of the back-office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file.
NJR 15076