Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Leeds
£38000 - £45000 17/04/2025
NJR15702
plus bonus
£38000 - £45000 17/04/2025
NJR15702
plus bonus
DESCRIPTION
Senior Paraplanner
Leeds
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
What\'s in it for you?
25 Days Holiday + Bank Holidays
Flexible Hours
Fully Remote or Hybrid Working 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 d we need from you?
Previous experience as a paraplanner is essential
Strong knowledge of a full range of pensions, investments, trusts and estate planning
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 Planner, apply today or for further information please contact one of our specialist consultants quoting REF: NJR15702
Leeds
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
What\'s in it for you?
25 Days Holiday + Bank Holidays
Flexible Hours
Fully Remote or Hybrid Working 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 d we need from you?
Previous experience as a paraplanner is essential
Strong knowledge of a full range of pensions, investments, trusts and estate planning
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 Planner, apply today or for further information please contact one of our specialist consultants quoting REF: NJR15702
Apply Now
