Paraplanner

Posted 16 March by NJR Recruitment
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Paraplanner
Wakefield

NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wakefield. Our Client is looking for a Senior Technical Administrator to join their ambitious, expanding and technically astute Paraplanning team.

As a Senior Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be a successful Paraplanner. 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's in it for you?

Flexible hours- full or part time options available
Free onsite parking
Genuine and Clear Progression and Development
Study support toward full Level 4/6 Diploma
23 Days Holiday - Plus Bank Holidays
1 extra day off for Christmas shopping
Life Insurance
Pension
Private Medical Insurance
Social Events

What do we need from you?

Previous experience in Financial Services is essential
Already working towards CII DipFA
Knowledge of Pensions, Investments, Taxation and other financial Products desirable

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: NJR10741

Required skills

  • Financial Services
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management

Reference: 41624431

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