Paraplanner

NJR Recruitment ,
Middlesbrough, North Yorkshire
More Details
Job Type: Full-time
Salary: £25,000 per annum

Overview

Paraplanner Middlesbrough £25,000 - £30,000 NJR are currently working with a leading Wealth Management Advisory firm based in a convenient location in Middlesbrough. Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute team. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities: Identify and obtain the information necessary to compile financial cash flow analysis Preparing recommendations including complex recommendations Conduct a general assessment of a clients circumstances and identify areas for financial planning Review investment portfolio, asset allocation, risk profile etc Undertake research both independently and with the financial planner to identity suitable solutions to meet clients needs Communicating with providers and obtaining any and all plan information relevant to advice Consider tax and legal implications of any advice given Prepare suitability letters in accordance with agreed recommendations What's in it for you? Free onsite parking Study support toward Level 4 Diploma or Chartered Status Excellent Holidays £50,000 Life Cover 5% Pension The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of investment and pension products and ideally be Level 4 Diploma qualified. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR10138

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