Job Description

Junior Paraplanner

Leeds

£28,000 - £34,000

NJR are currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever growing business.

Working out of their offices based in Leeds initially, with hybrid working after a probationary period, you will be predominantly supporting a director 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:

• Researching products to support recommendations
• Compiling suitability reports
• Liaise with clients, providers and other third parties
• Monitor client portfolios
• Drafting letters of advice on behalf of the planners
• Prepare file documentation prior to account opening
• Build strong relationships with clients and attend occasional client meetings

What’s in it for you?

• 25 Days Holiday + Bank Holidays
• Increasing holidays with service up to 30 days
• Full study support toward qualifications
• Excellent career development
• Hybrid working after probationary period
• Company Pension Scheme
• Free Parking
• Private Medical Care
• Death in Service cover
• Lots of team/social events

The successful candidate will need to have previous experience working as a Paraplanner and have written some Suitability Letters. You will also be working towards the Level 4 qualification as well as having 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 contact one of our specialist consultants quoting REF: NJR13848

Job Types: Full-time, Permanent

Salary: £28,000.00-£34,000.00 per year

Work Location: In person

Reference ID: NJR13848

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