Trainee Paraplanner

NJR Recruitment ,
Southport, Merseyside
More Details
Job Type: Full-time
Salary: £22,000 per annum

Overview

NJR Recruitment are working exclusively with an Independent and established firm of Financial Planners based in the centre of Southport. Our Client are a firm of Financial Advisers who provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. A truly great opportunity has become available for an experienced individual to take up the role of TRAINEE PARAPLANNER working directly for the Director who is also a Financial Planner. Offering Whole of the Market product advice, the successful Candidate will be responsible for providing both Paraplanning and Compliance support to the Director, as well and liaising with incredibly HNW Clients. Working as part of a small, friendly and professional team, the successful Candidate will have a strong background working in the industry and should be fully capable of using Provider Platforms, with a solid understanding of Pensions & Investment products. Duties will be extremely varied, consisting of; arranging annual reviews and compiling Suitability Reports. You will be a polished individual who has the confidence and capability of liaising with HNW Individuals and building strong business relationships. The ability to integrate and work well as part of a small, friendly and professional team is essential. NJR 9876

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