PARAPLANNER / TRAINEE

BASED IN LEICESTER

SALARY IS UP TO £31,000

Hybrid working is available

Free Parking available on site

NJR Recruitment are currently working in Partnership with a well-established Financial Planning practice based in the Leicester area, who are now looking to recruit a Paraplanner to join their team. They work from modern, state of the art offices in a convenient location of Leicester, and operate a friendly family culture. The successful candidate will be responsible for providing bespoke Suitability reports and technical research services to the wider team. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets.

Responsibilities

• Providing full Paraplanning/Administrative support, solely to the Managing Director, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers.
• Regular engagement with clients via telephone, email, and letter.
• Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
• You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the MD, but you may on occasion be required to assist with the information gathering.
• Collect quantitative detailed information required to compile a Financial Plan.
• Ensure that all compliance paperwork is present
• Confirm client risk profile is determined
• Identify and obtain the information necessary to compile financial cash flow forecast
• Establish and build strong relationships with clients and attend client meetings with Planner if required.
• Update cash flow models in preparation for review meetings

The successful candidate will need to have proven experience working as a Paraplanner with Knowledge of Investment and Pension products. The ideal candidate will be working towards CII Level 4 Diploma.

NJR 15001