Financial Adviser jobs in Clitheroe
- NJR RecruitmentHybrid work in Burnley
- Flexible schedule
- " Prepare and compile financial analysis data.
- " Write financial planning recommendation reports to cover a variety of solutions/products.
- Skipton Building SocietyClitheroe
- Annual leave
- Employee discount
- Company pension
- Paid volunteer time
- Private medical insurance
- Car scheme
- You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
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Paraplanner
NewNJR RecruitmentWigan- " Client communication - Communicate with clients gather necessary financial information, clarify their financial goals and objectives, and explain the details…
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- Free parking
- Additional leave
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- Cycle to work scheme
- Conducting initial fact-find calls to gather essential data for our qualified mortgage advisers.
- Flexible Hours: Embrace work-life balance with our shift-…
- Fluent Money3.8BoltonTypically responds within 3 days
- Gym membership
- Life insurance
- Free parking
- Additional leave
- Company pension
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- Sourcing the best financial products based on the customer’s individual needs and wants.
- Flexible Hours: Embrace work-life balance with our shift-based…
- UK SOLAR EXPERTS4.3Middleton M24 6XL
- Gym membership
- Free parking
- Company pension
- On-site gym
- Casual dress
- Health & wellbeing programme
- Follow a system that tracks all important financial & non-financial metrics.
- Role -* Appointment setting (Contacting web leads - No cold calling!).
- Farrell Heyworth2.6Preston PR5 6UPTypically responds within 4 days
- Employee discount
- Store discount
- Company pension
- Health & wellbeing programme
- Free flu jabs
- Company Pension Scheme*: Plan for your future with confidence by participating in our company pension scheme, ensuring financial well-being in the long term.
- NJR RecruitmentWigan
- " Broad knowledge of the financial services sector.
- " Disinvest to ensure adviser charges are paid when necessary.
- " Sort and allocate the post when necessary.
- Jane Deane Recruitment LimitedHybrid work in Bury BL0 9TD
- Free parking
- Company pension
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- Arts and crafts and gardening.
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- PM+MHybrid work in Blackburn BB1 5QB
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Job Post Details
Trainee Paraplanner - job post
Job details
Pay
- £30,000 - £35,000 a year
Job type
- Permanent
- Full-time
Location
BenefitsPulled from the full job description
- Flexible schedule
Full job description
TRAINEE PARAPLANNER
£30,000 - £35,000
BURNLEY/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 15828
#PAR
Job Types: Full-time, Permanent
Pay: £30,000.00-£35,000.00 per year
Work Location: In person
Reference ID: NJR 15016