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Senior Paraplanner
Remote
£38,000 - £50,000
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 team on a remote basis
What's in it for you?
- 25 Days Holiday + Bank Holidays
- Flexible Hours
- Fully Remote or Hybrid Working from their Leeds office Available
- Bonus Scheme
- Death in Service Cover
- Private Medical Insurance
- Company Pension
- Free Parking - if needed
Offering flexible working either out of their offices based in Leeds or fully remote, you will be supporting a senior Adviser in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
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
- Researching products to support recommendations
- Compiling financial planning reports
- Monitor client portfolios
- Drafting letters of advice on behalf of the partners
What do we need from you?
- Previous experience as a paraplanner supporting a Senior Adviser is essential
- Strong knowledge of a full range of pensions, investments, trusts and estate planning including IHT planning.
- Experience dealing with complex cases and HNW clients
- Minimum level 4 Diploma qualified, although those offering Chartered exams would be of most interest
- Strong communication 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.
If you are looking to join a team that specialises in high net worth and complex cases as a Senior Paraplanner, apply today or for further information please contact one of our specialist consultants quoting REF: NJR15702
