Paraplanner

NJR Recruitment ,
Wakefield, West Yorkshire
More Details
Job Type: Full-time
Salary: £27,000 per annum

Overview

Paraplanner Wakefield £27,000 - £30,000 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. Working out of their offices based in Wakefield you will be supporting the Financial Planners in preparing client financial plans, reports, researching 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 Build strong relationships with clients and attend client meetings The successful candidate will ideally need to have previous experience working as a Paraplanner or IFA Administrator- preferably within an Independent Financial Services environment but it is essential that you are familiar with a range of Pensions and Investments and are competent at writing reports. You will 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: NJR10042

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