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.
What's in it for you?Excellent basic salary30 Days Holiday + Bank HolidaysClose for ChristmasHybrid WorkingExcellent Enhanced Pension SchemeDeath in Service CoverCritical Illness CoverIncome ProtectionPrivate Medical InsuranceFull Dental Cover PackageFree ParkingFlexible 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 meetingsReviewing model portfolios Compiling suitability reportsWorking closely with a small team of independent advisersUsing a range of tools and spreadsheets to provide analytical analysis
What do we need from you?Previous experience as a paraplannerMinimum Level 4 Diploma qualified although Chartered Status would be preferredExcellent knowledge across pensions, investments, trusts and tax planningTechnical and analytical mindsetGood 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 quotingNJR15264
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