Senior Paraplanner

Posted 16 March by NJR Recruitment
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Senior Paraplanner
Location: Leeds - Remote Working Available
£35,000 - £45,000

Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, bonuses, great holidays, early finish on a Friday and so much more!

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 Senior Technical Paraplanner to join their growing team based in Leeds.

This is an exciting and challenging role that would suit a confident, numerate, IT proficient and driven professional individual who has excellent Financial Services Technical knowledge.

Working closely alongside the Partners, your responsibilities will include:
- Act as a technical point of contact for the team and the clients daily
- Attending meetings where appropriate
- Inputting and management of cash flow modelling software for client meetings/presentations
- Producing analytical, business winning reports

What's in it for you?
- Flexible Working - Remote working Available
- 25 Days holiday + Bank Holidays
- Generous Bonus Scheme
- Pension
- Private Medical Insurance
- Ongoing Study Support

The successful candidate will need to have previous IFA or Wealth Management experience with strong technical knowledge in the areas of Taxation, Trusts, Investment and Pensions.
You must be Level 4 Diploma qualified, ideally you will be working towards, or you will have achieved Chartered status.

Our client is looking for someone with a can-do attitude, who has the eagerness, passion and drive to succeed in a fast paced busy environment were accuracy and attention to detail is key.

For more information please contact one of our specialist consultants quoting REF: NJR10678

Required skills

  • Financial Planning
  • Investments
  • Paraplanning
  • Pensions

Reference: 41624200

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