Job Description
TRAINEE PARAPLANNER
£30,000 - £35,000
BURNELY/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
NJR15016