Trainee Paraplanner

NJR Recruitment
11 Mar 2017
10 Apr 2017
Contract Type
Full Time

A new and exciting opportunity is available with one of our Clients in Bury who are a small, professional and expanding firm of Chartered Financial Planners. Providing financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses. Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all round Paraplanning and Business Support function.

Daily duties will be varied consisting of;

  • Carrying out product research
  • Preparing and writing suitability reports
  • Corresponding with clients
  • Processing new business
  • Changing investment strategies
  • Performing fund switches
  • Liaising with investment companies
  • Maintaining the client database ensuring all information is correct and up to date.

It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments.

You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firms Clients.

You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.