Trainee Paraplanner
Wakefield
£24,000 - £27,000
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business.
Working out of their offices based in Wakefield, you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What's in it for you?
Study Support
25 days Holidays + Bank Holidays
Closed over Christmas
Bonus Scheme
Pension
Free Parking
Excellent career progression
Immediate Start Available
Responsibilities
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client's requirements
Managing and presentation of technical data
Researching products to support recommendations
Compiling financial planning reports
Liaise with legal and tax advisors
Monitor client portfolios
Build strong relationships with clients and attend client meetings
The successful candidate will need to have previous experience working within financial planning and understand the role of a paraplanner. You would ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14797