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Paraplanner
Doncaster
£30,000 - £38,000
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Offering hybrid working and based at their office in Doncaster you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What's in it for you?
- 25 days holiday + bank holidays
- Annual Bonus scheme
- Flexible hours and Hybrid working
- Company Pension
- Free Parking
- Excellent Training and development options
- Death in service cover
- Private Healthcare
Responsibilities will include:
- Identify and obtain information necessary to compile financial cash flow forecast
- Managing the research & analysis of financial products to meet client's requirements
- Managing and presentation of technical data
- Compiling financial planning reports
- Drafting letters of advice on behalf of the partners
- Prepare file documentation prior to account opening.
What do we need from you
- Previous experience as a paraplanner
- Diploma qualified as a minimum, although working towards chartered would be preferred
- Solid communication and articulations skills.
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 REF: NJR15773
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