Job Description
Paraplanner
Harrogate
£40,000 - £50,000
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.
What's in it for you?
* Excellent basic salary
* 30 Days Holiday Bank Holidays
* Close for Christmas
* Hybrid Working
* Excellent Enhanced Pension Scheme
* Death in Service Cover
* Critical Illness Cover
* Income Protection
* Private Medical Insurance
* Full Dental Cover Package
* Free Parking
* Flexible Hours
The successful candidate will be responsible for providing the technical analysis for the high net worth clients and duties will include:
* Conducting thorough research following client meetings
* Reviewing model portfolios
* Compiling suitability reports
* Working closely with a small team of independent advisers
* Using a range of tools and spreadsheets to provide analytical analysis
What do we need from you?
* Previous experience as a paraplanner
* Minimum Level 4 Diploma qualified although Chartered Status would be preferred
* Excellent knowledge across pensions, investments, trusts and tax planning
* Experience with Cash Flow Modelling via Voyant
* Technical and analytical mindset
* Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15971