Paraplanner
Harrogate
£40,000 - £55,000 plus benefits
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.
What's in it for you?
- Excellent basic salary
- 30 Days Holiday + Bank Holidays
- Close for Christmas
- Hybrid Working
- Excellent Enhanced Pension Scheme
- Death in Service Cover
- Critical Illness Cover
- Income Protection
- Private Medical Insurance
- Full Dental Cover Package
- Free Parking
- Flexible Hours
The successful candidate will be responsible for providing the technical analysis for the high net worth clients and duties will include:
- Conducting thorough research following client meetings
- Reviewing model portfolios
- Compiling suitability reports
- Working closely with a small team of independent advisers
- Using a range of tools and spreadsheets to provide analytical analysis
What do we need from you?
- Previous experience as a paraplanner
- Minimum Level 4 Diploma qualified although Chartered Status would be preferred
- Excellent knowledge across pensions, investments, trusts and tax planning
- Technical and analytical mindset
- Good general team player.
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 apply today or contact one of our specialist consultants quoting NJR15264