Technical Administrator / Trainee Paraplanner

Technical Administrator / Trainee Paraplanner Dewsbury £24,000 - £27,000 We are delighted to be once again recruiting for a highly successful business that holds an excellent reputation within the Wealth Management sector who are looking to expand their support team. Working as part of a small but growing team, you will be supporting the Wealth Managers in delivering first class service to their Client bank and producing well written, accurate reports, by identifying and analysing the relevant content from technical information provided by the client. Duties include: New business processing Rebalancing client portfolios and fund switching Obtaining quotes, key features and research material Fund/Model Portfolio comparison reports Risk Profiling Reports Research & Suitability Reports Admin support Dealing with Client enquires What's in it for you? Competitive salary Excellent training and development Varied role with lots of client exposure Generous bonus twice a year Flexible Hours Free Parking Study Support Death In Service Pension 25 Days Holiday Bank holidays It is essential for this role that you have previous experience working for financial planners, ideally from an independent practice. Prior knowledge of Pensions and Investments is also essential. Those with some paraplanning exposure would be very welcomed as would those already studying towards the Level 4 Diploma. IF you want to work with a family business who care passionately about clients and believe great financial advice is at the core of building a more certain financial future, contact NJR Recruitment today quoting NJR9869