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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