Paraplanner

Leeds, West Yorkshire
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NJR are currently working with a well-established firm of Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious Paraplanner to join their growing team based in Leeds

What’s in it for you?

* Competitive salary

* Flexibility of working – combination of home and office as agreed and required

* 26 days holiday + birthday day off + bank hols

* Health cash plan

* Employee Assistance Programme

* Group Life Assurance

* Salary sacrifice employee benefits scheme

* Pension salary sacrifice

* Regular functions and events

* Parking on site

* Friendly and inclusive working environment

* Regular training and development

Responsibilities will include:

* Offer technical support and guidance to the admin team, where required

* Complete pre-report file assessments

* Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements

* Ensure all compliance paperwork is in order

* Discuss the client's needs and objectives with the relevant adviser.

* Prepare recommendation reports in accordance with the agreed recommendations

What do we need from you

* Minimum Level 4 Diploma Qualified, those offering level 6 would be of most interest

* Previous experience as a paraplanner is essential

* Good knowledge of pensions, investments and estate planning products

* Up to date compliance knowledge

* Good communication skills

If you are wanting to join a thriving IFA firm, then apply now or for more information, please contact one of our specialist consultants and quote job reference NJR15679

Job Info
CV-Library logo
Job Title:
Paraplanner
Company:
CV-Library
Location:
Leeds, West Yorkshire
Salary:
£39000 - £50000 Per annum
Posted:
Apr 1st 2025
Closes:
May 2nd 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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