Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Doncaster
£30000 - £38000 21/05/2025
NJR15773
£30000 - £38000 21/05/2025
NJR15773
DESCRIPTION
Paraplanner
Doncaster
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 dynamic and ever growing business.
Offering hybrid working and based at their office in Doncaster you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What\'s in it for you?
25 days holiday + bank holidays
Annual Bonus scheme
Flexible hours and Hybrid working
Company Pension
Free Parking
Excellent Training and development options
Death in service cover
Private Healthcare
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
Compiling financial planning reports
Drafting letters of advice on behalf of the partners
Prepare file documentation prior to account opening.
What do we need from you
Previous experience as a paraplanner
Diploma qualified as a minimum, although working towards chartered would be preferred
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 apply today or contact one of our specialist consultants quoting REF: NJR15773
Doncaster
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 dynamic and ever growing business.
Offering hybrid working and based at their office in Doncaster you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
What\'s in it for you?
25 days holiday + bank holidays
Annual Bonus scheme
Flexible hours and Hybrid working
Company Pension
Free Parking
Excellent Training and development options
Death in service cover
Private Healthcare
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
Compiling financial planning reports
Drafting letters of advice on behalf of the partners
Prepare file documentation prior to account opening.
What do we need from you
Previous experience as a paraplanner
Diploma qualified as a minimum, although working towards chartered would be preferred
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 apply today or contact one of our specialist consultants quoting REF: NJR15773
Apply Now
