Paraplanner/Trainee

Benefits

Pension: Employer contribution of 5% with salary sacrifice for Employee contributions.

28 days annual leave (plus Bank Holidays) with opportunity to buy a further 5 days

Group Life cover: x4 salary

Rolling sick pay scheme

Exam / Training support

NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an experienced Paraplanner to join and work from their offices in Chorley on a hybrid basis. The successful candidate will be responsible for supporting the wider team in all aspects of techncial research and report writing.

They will also from time to time be responsible for other duties as delagated by the Parapalnning Manager.

Key Responsibilities:

• To accurately interpret the adviser’s client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
• To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.
• To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning.
• To liaise with the Compliance Team in regard to work that requires pre-sale authorisation.
• To prepare the report within an agreed timescale.
• To ensure that the Financial Planning Reports are accurate in regard to spelling and composition.
• To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log).
• Commit to a Personal Development Plan and maintain all standards of performance as required by the firm.

Knowledge and Experience:

• To accurately interpret the adviser’s client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
• To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.
• To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning.
• To liaise with the Compliance Team in regard to work that requires pre-sale authorisation.
• To prepare the report within an agreed timescale.
• To ensure that the Financial Planning Reports are accurate in regard to spelling and composition.
• To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log).
• Commit to a Personal Development Plan and maintain all standards of performance as required by the firm.
• Ability to give and receive specific, constructive feedback to/from multiple sources.
• Ability to look at situations from several viewpoints.
• Persuasive and confident with details and facts.
• Working towards Chartered Status or willingness to become Chartered in the future.

Candidates applying for the role should have obtained a number of the CII exams along with experience of writing reports.

If this seems like a role you are interested, then apply online or for further information please speak to one of our specialist recruiters quoting reference NJR

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