NJR Recruitment
Leeds, UK
28 Jul 2019
01 Aug 2019
Contract Type
Full Time

Location: Leeds

Salary: £27,000 - £35,000

We are delighted to once again be working with a nationwide wealth management advisory brand who deliver rich and rewarding experiences for their clients with bespoke solutions. They are now offering an excellent opportunity for a talented Paraplanner to join their expanding technical team.

Our client is extremely dynamic and provides an environment for career motivated people to thrive, you will be provided with a highly competitive basic salary and market leading benefits along with a structured career path.

The business is only interested in talented candidates with the drive and ambition to thrive on challenge and change. You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.


Prepare a written review of the case including the reasoning to proceed or decline the case.

Prepare initial calculations (TVAS/TVC) to support the suitability.

Liaise with Compliance and provide the dept with all information regarding a case.

Discuss results of the review with the planner.

Produce the required supporting documentation including illustrations, key features.

Ensure that systems are up to date, case record keeping.

Ensure that cases are dealt within the specified time scales.

Carry out all functions in line with procedures & SLA's

What's on offer:

Flexible hours (core hours 11-3)

Full study support

25 days Holiday + Bank Holidays


Death in Service

The successful candidate will be have previous experience working as a Paraplanner, you will ideally be Diploma qualified in Financial Planning as well as having solid communication and interpersonal skills.

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.

For further information please contact one of our specialist consultants quoting REF: NJR9273

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