TRAINEE PARAPLANNER / REPORT WRITER (Chartered Financial Planners)

SALARY: Up to £30,000

BENEFITS:

Discretionary bonus

Pension Contributions

Group life & income protection

25 Days Holidays

NJR Recruitment are working in Partnership with an established firm of Chartered Financial Planners in Central Manchester. Based in a convenient location close to many public car parks, our client is now looking to recruit a Trainee Paraplanner / Report Writer to join their settled and friendly team. Supporting the Directors & Advisers the successful Candidate will be responsible for;

• Liaise directly with financial advisers before preparing advice
• Prepare advice reports for advisers in good time
• Advice reports to include ISA, pension and GIA transfers/contributions
• Depending on past experience, reports to also include Investment Bond, EIS, VCT and/or IHT advice
• Preparation of investment illustrations
• Preparation of investment reports (FEAnalytics)
• Basic tax analysis (CGT/income tax)
• Liaising with investment platforms and insurers (email/phone)
• Producing internal reports relating to advice preparation
• Join as member of Investment Committee
• Maintaining client files
• Prepare compliantadvice reports for advisers in good time

Candidates applying for the role should have already obtained a number of the CII examinations, along with proven experience of writing suitability reports.

NJR 14472