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    • " Prepare and compile financial analysis data.
    • " Write financial planning recommendation reports to cover a variety of solutions/products.
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    • " Client communication - Communicate with clients gather necessary financial information, clarify their financial goals and objectives, and explain the details…
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    • Follow a system that tracks all important financial & non-financial metrics.
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    • Company Pension Scheme*: Plan for your future with confidence by participating in our company pension scheme, ensuring financial well-being in the long term.
    • " Broad knowledge of the financial services sector.
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    • Access to a free Employee Assistance programme with qualified advisers trained to help, 24 hours a day, any day of the year.
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Job Post Details

NJR Recruitment logo

Trainee Paraplanner - job post

NJR Recruitment
Burnley•Hybrid work
£30,000 - £35,000 a year - Permanent, Full-time

Job details

Pay

  • £30,000 - £35,000 a year

Job type

  • Permanent
  • Full-time

Location

Burnley•Hybrid work

Benefits
Pulled 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

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