Trainee Paraplanner

NJR Recruitment ,
Wakefield, West Yorkshire
More Details
Job Type: Full-time
Salary: £20,000 per annum

Overview

Trainee Paraplanner Wakefield £20,000 - £25,000 NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business. Working out of their offices based in Wakefield, you will be supporting the Financial Planners 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 Identify and obtain information necessary to compile financial cash flow forecast Managing and presentation of technical data Researching products to support recommendations Compiling financial planning reports Drafting letters of advice on behalf of the partners Prepare file documentation prior to account opening. Act as main point of contact and deal effectively with queries What's in it for you? Study Support 25 days Holidays Bank Holidays Closed over Christmas Bonus Scheme Pension Free Parking Excellent career progression Immediate Start Available The successful candidate will need to have previous experience working within financial planning and understand the role of a paraplanner. You must be Diploma qualified or working towards the Level 4 qualification as well as having 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 contact one of our specialist consultants quoting REF: NJR9995

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