NJR Recruitment are delighted to be working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in the outskirts of High Wycombe
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Other Benefits include:
*25 days annual leave + Bank Holidays
*Hybrid Working
*A day off for your birthday
*Contributory pension scheme
*Private Healthcare
*Life assurance
*Health insurance
*Charity volunteer days
*Career Development
*Cycle to work scheme
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
*Complete pre-report file assessments
*Ensure all compliance paperwork is in order
*Discuss the client’s needs and objectives with the relevant adviser.
*Prepare information for analysis by the adviser.
*Production of Cash Flow Forecast Reports
*Undertake research to identify suitable solutions to meet the client’s needs and objectives
The ideal candidate will need to have previous experience completing product research and compiling suitability reports within a Financial Service environment and an up to date knowledge of regulation and legislation. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.
For more information please contact one of our specialist consultants and quote job reference NJR15404
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