Trainee Paraplanner

Trainee Paraplanner

Wakefield

£24,000 - £27,000

NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business.

Working out of their offices based in Wakefield, you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

What's in it for you?

Study Support

25 days Holidays + Bank Holidays

Closed over Christmas

Bonus Scheme

Pension

Free Parking

Excellent career progression

Immediate Start Available

Responsibilities

Identify and obtain information necessary to compile financial cash flow forecast

Managing the research & analysis of financial products to meet client's requirements

Managing and presentation of technical data

Researching products to support recommendations

Compiling financial planning reports

Liaise with legal and tax advisors

Monitor client portfolios

Build strong relationships with clients and attend client meetings

The successful candidate will need to have previous experience working within financial planning and understand the role of a paraplanner. You would ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR14797