About Us
NJR Recruitment is pleased to be representing a small boutique wealth management firm in Harrogate who now have an excellent opportunity for an experienced Paraplanner to join their expanding technical team.
As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy. You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.
What's on offer:
- 35 hour week - 1 hour lunch
- Full study support
- 25 days Holiday + Bank Holidays
- Company Pension
- Hybrid Working after probation period
Responsibilities will include
- Prepare fully compliant reports for Adviser's clients
- Conduct product research on a range of pensions, investments and other products
- Adhoc project work
- Liaise with clients, providers and other 3rd parties
The successful candidate will have previous experience working as a Paraplanner, you will ideally be Diploma qualified in Financial Planning as well as having solid communication and interpersonal skills.
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.
For further information please contact one of our specialist consultants quoting REF: NJR15215
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