PARAPLANNER

PARAPLANNER

Leeds

£37,000 - £45,000

NJR Recruitment are currently representing one of the Yorkshire's leading firms of Independent Financial Advisers, who are now seeking an ambitious and experienced Paraplanner to join their dynamic and ever growing business.

Working out of their offices based in Leeds initially with hybrid working to follow, you will be working closely with a team of Financial Advisers to support the client advisory process. Playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures;

Responsibilities

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers
• Undertake the necessary research and analysis of Funds and products
• Compile suitability reports
• Discuss the reports with the Financial Adviser, amending as necessary

What's in it for you?

• Competitive Basic Salary
• Bonus Structure
• Hybrid Working
• 25 days holiday + bank holidays
• Company pension
• Flexible hours

The successful candidate will need to have the following:

• Previous experience writing suitability reports is essential
• Strong knowledge of using provider platforms
• Those with the Level 4 Diploma would be of most interest, but this is not essential

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: NJR16539