AraplannerStamford Based £30,000 - £35,000 Hybrid Working is available (after initial training)
NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high-net-worth individuals, as a result of their continued growth they are now seeking an experienced and technically minded Paraplanner to join their team.
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets.
The chosen candidate would need to be personable, friendly and someone who can work well as part of a busy, professional IFA team. Effective communication, keen eye for detail and time management are the key ingredients to ensure that paraplanning is delivered to a very high standard.
Your primary role as Paraplanner would be to provide this high end technical paraplanning training and support to the financial advisers. As well as supporting financial advisers you may be asked to provide general assistance to the Directors/Managers and Administration staff.
Responsibilities & Accountabilities:- To determine and deliver the most appropriat...