Paraplanner
Market Harborough
£35,000 - £40,000
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Offering hybrid working out of their offices based in Market Harborough 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.
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
Assisting with any FCA related Issues
Researching products to support recommendations
Compiling financial planning reports
Liaise with legal and tax advisors
Monitor client portfolios
Drafting letters of advice on behalf of the partners
Prepare file documentation prior to account opening.
Act as main point of contact and deal effectively with queries
Build strong relationships with clients and attend client meetings
What's in it for you?
Competitive Salary
Annual Bonus!
Hybrid
25 Day Holiday + Bank holidays
Flexible Hours
100k DIS
PMI
Enhanced Pension
The successful candidate will need to have previous experience working as a Paraplanner and have a strong knowledge of pensions, investments and other financial products. You will 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: NJR14958