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Job Location | Hull |
Education | Not Mentioned |
Salary | £37,000 - £42,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
NJR Recruitment are delighted to once again be recruiting for a well established wealth consultancy practice, who believe in putting their unwavering focus on their clients. Due to growth plans, they now have an excellent opportunity for an experienced andtalented Senor Paraplanner to join their technical teamWhats in it for youSalary up to £42,000 Bonus Scheme Hybrid working - 2 days in the office25 days Holiday + Bank HolidaysExcellent progression and developmentCompany Pension SchemePrivate Medical Insurance Death in Service coverCritical Illness coverExpenses coveredLaptop, mobile and additional screen providedStudy support for those that want to progress with more examsWorking in an entrepreneurial environment, you will be supporting a London based team of Financial Advisors in the preparation of financial plans, product solutions and recommendations whilst ensuring that the preparation of advice for clients is of thehighest quality and delivered in an efficient manner.Responsibilities will include:Build strong relationships with clients and attend client meetingsConducting product researchWriting Suitability reports Assist Financial Advisors with client contact and follow-up Collaborate with team regarding client service issues Monitor client portfoliosDrafting letters of advice on behalf of the partnersPrepare file documentation prior to account opening.Act as a main point of contact and deal effectively with queriesWhat do we need from youPrevious experience working as a paraplanner, ideally within an IFA firmComplete level 4 Diploma, although those with the chartered qualification would be of most interestStrong technical knowledge in personal wealth planning and business owner planning including SSAS, RLP etcMust be willing and able to travel to client meetingsOur 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 contact one of our specialist consultants quoting REF: NJR14409