Paraplanner

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

Overview

Paraplanner Location: Wakefield Salary: £25,000 - £30,000 FREE ONSITE PARKING NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven Paraplanner to join their team. This is an excellent opportunity to work as a Paraplanner for a highly reputable and growing Wealth Management and Financial Planning Firm, were you will support the Practice Manager in advising Clients on financial strategies, plans and products, and organise the technical task, illustrations and reports. Responsibilities include: Research and analyse financial products to meet Client requirements and objectives Construct financial planning solutions (investment, retirement, tax and estate planning) Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process; Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Deal with general client queries and attend client meetings 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 working towards your Level 4 Diploma, although those already working towards their R0 exams will also be considered. 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: NJR10086

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