NJR Recruitment
Junior Paraplanner
Remote
£28,000 – £33,000
NJR Recruitment are delighted to be working with a growing and highly personable Independent Financial Planning firm who are looking to recruit a Junior Paraplanner to join their expanding technical support team.
This is an excellent opportunity for an experienced IFA Administrator looking to take the next step into paraplanning within a supportive and collaborative environment. Working closely with a small but growing team of Advisers, you will receive ongoing support and development whilst building your technical knowledge and report writing experience.
The Role
Supporting the Financial Advisers and wider technical team, responsibilities will include:
- Assisting with the preparation of suitability reports and recommendation letters
- Writing basic suitability reports for straightforward cases and annual reviews
- Conducting product and provider research
- Preparing client review documentation and meeting packs
- Liaising with providers regarding new business, transfers and policy information
- Supporting advisers throughout the advice process
- Maintaining accurate client records and ensuring compliance standards are met
About You
- Previous experience working within an IFA Administration role is essential
- Some experience writing basic suitability reports or recommendation letters
- Good understanding of pensions, investments and financial planning processes
- Strong attention to detail and organisational skills
- Professional and client-focused approach
- Keen to continue developing within paraplanning and financial planning
- Able to work independently within a remote environment whilst remaining collaborative with the wider team
What’s on Offer
- Remote working with up to to 1 day per month required in the Sheffield office
- Opportunity to progress and develop within paraplanning
- Supportive and friendly team culture
- Exposure to a broad range of financial planning cases
- Long-term career development opportunities within a growing business
This is a fantastic opportunity for a technically minded IFA Administrator looking to progress their career into paraplanning within a flexible and supportive Financial Planning firm.
For a confidential discussion, please contact NJR Recruitment NJR16797
To apply for this job please visit www.reed.co.uk.
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