Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Stoke on Trent
£28000 - £34000 10/06/2025
NJR15016
£28000 - £34000 10/06/2025
NJR15016
DESCRIPTION
TRAINEE PARAPLANNER
£30,000 - £35,000
BURNELY/HYBRID
NJR have partnered with a well-established firm of Chartered Financial Planners who are looking for a Trainee Paraplanner with proven experience and some CII exams to join their established and fun team. This firm offers many fantastic benefits such as flexible working hours, a hybrid working pattern, fully funded exams and many more.
Responsibilities:
\" Undertake research both independently and with the Advisers to identify suitable solutions to meet the clients\' needs
\" Prepare and compile financial analysis data
\" Write financial planning recommendation reports to cover a variety of solutions/products.
\" Client cashflow planning
\" Be involved in some client meetings and help design a suitable planning strategy for our clients.
\" The client review process
\" Maintain up to date records on our back-office system
\" Make sure all regulatory and compliance standards are met on an ongoing basis
What you\'ll need to succeed:
\" 12 months experience working as a Trainee Paraplanner, or an IFA Administrator with Report Writing experience
\" The successful Candidate should have gained some of the CII Ro exams
If this seems like something you would be interested, then speak to one of our consultants
NJR 15016
£30,000 - £35,000
BURNELY/HYBRID
NJR have partnered with a well-established firm of Chartered Financial Planners who are looking for a Trainee Paraplanner with proven experience and some CII exams to join their established and fun team. This firm offers many fantastic benefits such as flexible working hours, a hybrid working pattern, fully funded exams and many more.
Responsibilities:
\" Undertake research both independently and with the Advisers to identify suitable solutions to meet the clients\' needs
\" Prepare and compile financial analysis data
\" Write financial planning recommendation reports to cover a variety of solutions/products.
\" Client cashflow planning
\" Be involved in some client meetings and help design a suitable planning strategy for our clients.
\" The client review process
\" Maintain up to date records on our back-office system
\" Make sure all regulatory and compliance standards are met on an ongoing basis
What you\'ll need to succeed:
\" 12 months experience working as a Trainee Paraplanner, or an IFA Administrator with Report Writing experience
\" The successful Candidate should have gained some of the CII Ro exams
If this seems like something you would be interested, then speak to one of our consultants
NJR 15016
Apply Now
