Paraplanner

About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.
Whats in it for you?
Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death in Service Cover Critical Illness Cover Income Protection Private Medical Insurance Full Dental Cover Package Free Parking Flexible Hours The successful candidate will be responsible for providing the technical analysis for the high net worth clients and duties will include: Conducting thorough research following client meetings Reviewing model portfolios Compiling suitability reports Working closely with a small team of independent advisers Using a range of tools and spreadsheets to provide analytical analysis What do we need from you?
Previous experience as a paraplanner Minimum Level 4 Diploma qualified although Chartered Status would be preferred Excellent knowledge across pensions, investments, trusts and tax planning Technical and analytical mindset Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15264 #fin JBRP1_UKTJ