Trainee Paraplanner - NJR Recruitment : Job Details

About Us

NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.

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 firm.

Working alongside the technical team in the Sheffield office, 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.

What's in it for you?

• Competitive basic salary
• Great Annual Bonus
• Free parking
• Company Pension
• Generous holiday allowance
• Full study Support
• Personalised training and development plan

Responsibilities:

• Complete pre-report file assessments
• Ensure all compliance paperwork is in order
• Prepare recommendation reports in accordance with the agreed recommendations
• Prepare information for analysis by the adviser.
• Undertake research to identify suitable solutions to meet the client's needs and objectives
• Providing updates to Advisers at quarterly Adviser meetings when required

What do we need from you?

• Previous experience working in financial planning administration
• Good knowledge of pensions, investments and protection products
• Wide range of knowledge about a large range of providers
• A strong desire to progress and develop with a keen desire to complete the Level 4 diploma

This is a great opportunity for those looking to take their next steps in financial planning and wanting to move towards a more technical role.

For more information please contact one of our specialist consultants and quote job reference NJR15275

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