NJR Recruitment
08 Feb 2017
08 Mar 2017
Contract Type
Full Time


Location - Manchester

Salary: up to £35,000 depending on experience, Plus benefits

NJR Financial Services team are currently working in conjunction with a prestigious firm of Chartered Financial Planners specialising in Wealth Management for current and Retired Senior Managers and Directors.

Joining a lively and friendly team the successful candidate with provide direct support to two Financial Advisers in preparing reports for High Net Worth Private Clients. Responsibilities will be varied and include;

  • A high proportion of retirement planning cases involving drawdown strategies and related estate and investment planning
  • Working to a high level of compliance standards which is essential in preparing cases and files for pre and post -sale checking
  • Making recommendations
  • Receiving instructions during debriefings from advisers following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
  • Carrying out all tasks in a manner consistent with compliance procedures
  • Preparation of existing client files ready for reviews
  • Ensuring all client files are compliant on an ongoing basis
  • All business related administrative duties

The successfully candidate will need to have previous experience working as a Paraplanner with knowledge of

Investment and Pension processes and procedures. Ideally, our Client is looking for someone who is level 4 Diploma qualified in financial planning or working towards the CII exams. You will have solid communication and articulation skills as well as the ability to multi-task.

KEYWORDS: Financial services, Paraplanner, Advisors, Reports FCA, Procedures, IFA, Pensions, Investments