PARAPLANNER in Preston - NJR Recruitment

PARAPLANNER

PRESTON / HYBRID WORKING

EXAM SUPPORT

EXCELLENT EMPLOYEE BENEFITS PACKAGE

UP TO 42,000

Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK.

A Paraplanner is now required to join the successful and growing Financial Planning/Wealth Management team. This opportunity will provide the incumbent with an excellent platform to develop a successful career in buoyant industry. With an enviable reputation for training, nurturing, and developing all staff and offering unrivalled career development opportunities.

Working as part of a team to deliver first class client service, the key elements of the role include:

" Liaising with financial planning consultants to understand client objectives

" Carrying out research and preparing illustrations

" Preparing suitability letters and reports

" Using cash flow modelling software and analytical tools

" Using our database system to keep accurate records

" Ensuring that we remain compliant in line with FCA regulation

ENTRY REQUIREMENTS:

To be considered for this position, applicants will need to have:

" Minimum Diploma or Regulated Diploma in Financial Planning (or equivalent)

" At least 2 years' experience in a similar technical role

" Excellent communication skills

WHY WORK FOR OUR CLIENT?

" Work for a top 50 award winning professional services firm

" They offer an excellent reputation for training staff in a friendly and welcoming environment

" Clear career opportunities and progression paths

" Focus on work/life balance - flexible working patterns/locations

" Pay progression linked to role development

" High levels of staff engagement around the firm's values

" Great social life and involvement in community and charitable initiatives

" Part of a national and international network of firms with global opportunities

" A diverse work family

REF:NJR 16284