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Paraplanner
Job Posted: 18 days ago
Salary: £ 39,000 - 50,000 / Annum
Job Type: Permanent
Location: Leeds, West Yorkshire
Expire in: 10 days
Job Description
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 Paraplanner to join their growing team based in Leeds
What’s in it for you?
* Competitive salary
* Flexibility of working – combination of home and office as agreed and required
* 26 days holiday + birthday day off + bank hols
* Health cash plan
* Employee Assistance Programme
* Group Life Assurance
* Salary sacrifice employee benefits scheme
* Pension salary sacrifice
* Regular functions and events
* Parking on site
* Friendly and inclusive working environment
* Regular training and development
Responsibilities will include:
* Offer technical support and guidance to the admin team, where required
* Complete pre-report file assessments
* Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements
* Ensure all compliance paperwork is in order
* Discuss the client's needs and objectives with the relevant adviser.
* Prepare recommendation reports in accordance with the agreed recommendations
What do we need from you
* Minimum Level 4 Diploma Qualified, those offering level 6 would be of most interest
* Previous experience as a paraplanner is essential
* Good knowledge of pensions, investments and estate planning products
* Up to date compliance knowledge
* Good communication skills
If you are wanting to join a thriving IFA firm, then apply now or for more information, please contact one of our specialist consultants and quote job reference NJR15679Before You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Leeds, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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