paraplanner
Paraplanner
Weatherby
NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wetherby.Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team.
As a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful. Predominantly working on non-client facing tasks, you will need to use your knowledge of working to financial regulations and maintain strong attention to detail whilst compiling data and reports.
What do we need from you?
Previous experience in a report writing role within Financial Services is essential
Already working towards CII / DipFA Level 4 qualifications would be preferable
Knowledge of Pensions, Investments, Taxation and other financial products
Good communication skills
Exellent attention to detail
What's in it for you?
Genuine and Clear Progression and Development
Study support toward full Level 4/6 Diploma
23 Days HolidayPlus Bank Holidays
Pension
Social Events Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR14773
Reference: 52496604
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