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