Description
NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
What’s in it for you?
* Competitive basic salary
* Great Annual Bonus
* Free parking
* Company Pension
* Generous holiday allowance
* Full study Support
* Personalised training and development plan
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.
Working alongside the technical team in the Sheffield office, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities will include:
* Processing new business
* Speaking to clients, providers and 3rd parties
* Complete pre-report file assessments
* Ensure all compliance paperwork is in order
* Prepare recommendation reports in accordance with the agreed recommendations
* Undertake research to identify suitable solutions to meet the client’s needs and objectives
What do we need from you?
* Previous experience working in financial planning administration
* Good knowledge of pensions, investments and protection products
* Wide range of knowledge about a large range of providers
* A strong desire to progress and develop with a keen desire to complete the Level 4 diploma
This is a great opportunity for those looking to take their next steps in financial planning and wanting to move towards a more technical role.
For more information please contact one of our specialist consultants and quote job reference NJR15503
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