Paraplanner
Leeds
£30,000 - £38,000
NJR Recruitment are delighted to be exclusively recruiting for one of the UK's largest firms of Independent Financial Planning firms who have a long established reputation for putting their staff at the heart of their business plans.
Due to growth, they are now looking for a dedicated and experienced Paraplanner to join their technical team
Duties will include:
- Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers
- Undertake the necessary research and analysis of Funds and products
- Compile suitability reports
- Discuss the reports with the Financial Adviser, amending as necessary
What's in it for you?
- Excellent Salary
- Hybrid Working
- 25 days holiday + Bank holidays
- Annual bonus programme for all employees
- Company Pension
- Group income protection
- Death in service cover
- Long service awards
- Cycle to Work Scheme
- Buy and sell holiday scheme
- Private medical insurance - including dental and optical cover
- Employee discount scheme with major retailers
- Employee assistance scheme
- Personal and family confidential counselling
- Childcare vouchers
- Season ticket loans
- And much More!
What we need from you?
- Previous experience working as a paraplanner is essential
- Minimum of Level 4 Diploma, but those offering chartered qualification would be favoured
- Excellent communication skills, both written and verbal
- Willingness to travel across the UK to deliver training where needed
- Full UK Driving License
If you think that you are ready for your next step in your paraplanning career, apply today or contact NJR Recruitment quoting REF: NJR14124