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NJR Recruitment
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Leeds, West Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Parplanner Location: Leeds Salary: £30,000 - £35,000 We are delighted to be working with a UK leading firm of Financial Advisors who have an interesting opportunity for an experienced Paraplanner to join their thriving Business. This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable business with genuine career progression, competitive basic salary and market leading benefits The role will involve working on complex and diverse projects but there is also the need to complete administrative support for cases submitted via the company back office system. Responsibilities Assess new business submitted based on information presented by the adviser Record new cases on the back office system Liaise with advisers to obtain accurate information to complete cases Produce suitability letters Present case to adviser Maintain knowledge to enable effective delivery of accurate reports and cases Develop technical knowledge with ongoing support and training Implement the research support provided by third party researchers Undertake whole of market product research as required by the business The successful candidate will need to have previous experience working as a Paraplanner with excellent financial planning knowledge. Ideally you will be level 4 diploma qualified or working toward. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task. Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment. For more information please contact one of our specialist consultants quoting REF: NJR10151