Senior Paraplanner

NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated Paraplanner to join their dynamic team.

What they offer:

• Competitive salary and benefits package.
• Opportunities for professional development and career progression.
• Supportive and collaborative working environment.
• Flexible working arrangements.
• Access to ongoing training and development programs
• Remote working, but will be required to go to the London office a couple of times a month
• Private Medical Insurance
• Death In Service
• Critical Illness Cover

As a Paraplanner you will play a crucial role in supporting the financial planners by preparing detailed and accurate financial plans, reports, and recommendations. Your analytical skills and attention to detail will be key in helping to deliver exceptional service to their clients.

Key Responsibilities:

• Conduct detailed research and analysis on various financial products and solutions.
• Prepare comprehensive financial plans, reports, and client presentations.
• Assist in the creation of investment strategies and recommendations.
• Liaise with financial planners to understand client needs and objectives.
• Ensure all financial planning activities comply with relevant regulations and standards.
• Maintain up-to-date knowledge of financial products, legislation, and industry trends.
• Provide technical support to financial planners and assist with client queries.

Requirements:

• Diploma in Regulated Financial Planning (DipPFS) or equivalent qualification is essential, but those working towards the Level 6 would be of most interest
• Previous experience as a paraplanner or in a similar role within financial services.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in financial planning software and Microsoft Office suite.
• Ability to work independently and as part of a team.
• Strong organizational skills and the ability to manage multiple tasks.

If you are a dedicated and detail-oriented professional looking to advance your career in financial planning, we would love to hear from you. Please apply today or for more information, contact NJR Recruitment quoting NJR15331

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