Trainee Paraplanner

NJR Recruitment
£25,000 - £29,999
29 Sep 2019
01 Oct 2019
Contract Type
Full Time
Trainee Paraplanner

Location: Huddersfield

£25,000 - £27,000

Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team.

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

  • Undertaking analysis and proposing solutions for individual clients
  • Compilation of research material for individual clients
  • Obtain illustrations/quotes for all new business, together with supporting literature
  • Liaison with clients*, providers and consultants to obtain required information
  • Problem solving on complex cases
  • Report writing, ensuring that all compliance matters are covered in the suitability report
  • Handling on-going servicing queries on behalf of the advisers
  • Establishing and maintaining files and records and ensuring outstanding data requirements are followed up
  • Telephone answering as and when required
  • To meet and greet customers and insurance representatives as and when required

What's in it for you?
  • 3x salary death in service
  • 3 x salary critical illness cover
  • Contributory DC pension scheme (Aviva). Currently 3% employer and 5% employee respectively.
  • 22 days holiday, increasing each year with longevity
  • Work from home flexibility
  • Free car parking
  • Full support for career development, including exam and study costs.
  • Dress down each and every Friday
  • Regular off-site training events

The successful candidate will need to have previous experience working within Financial Planning - preferably within an Independent Financial Services environment and ideally you will be Diploma qualified or working towards the Level 4 qualification, but this is not essential. What is essential is that you are passionate and dedicated to a career in wealth management 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: NJR9507