NJR Recruitment are delighted to be working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in the outskirts of High Wycombe.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Other Benefits include:
* 25 days annual leave + Bank Holidays
* Hybrid Working
* A day off for your birthday
* Contributory pension scheme
* Private Healthcare
* Life assurance
* Health insurance
* Charity volunteer days
* Career Development
* Cycle to work scheme
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
* Complete pre-report file assessments
* Ensure all compliance paperwork is in order
* Discuss the client's needs and objectives with the relevant adviser.
* Prepare information for analysis by the adviser.
* Production of Cash Flow Forecast Reports
* Undertake research to identify suitable solutions to meet the client's needs and objectives
The ideal candidate will need to have previous experience completing product research and compiling suitability reports within a Financial Service environment and an up to date knowledge of regulation and legislation. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.
For more information please contact one of our specialist consultants and quote job reference NJR15404.
#J-18808-Ljbffr