Paraplanner

Paraplanner

Macclesfield / Hybrid (2 days home)

Salary up to £45,000

NJR Recruitment are delighted to be working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in Macclesfield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long-term role in a well-respected national firm.

As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial planning reports.

Benefits:

• 25 days annual leave
• An extra day of for your birthday!
• Cycle to work scheme - If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance - An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare - you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years’ service)

• 2 paid volunteering days - per year, for you to dedicate your time to a cause you are passionate about.
• Enhanced Maternity and Paternity pay

Responsibilities:

• Produce financial planning reports for consideration and signoff by advisers considering standards for suitability and quality.
• Analyse client portfolios/products and other relevant information to prepare the above
• Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client.
• Prepare cash flow analysis as required.
• Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations.
• Liaise with the Compliance department as necessary throughout the advice process.
• Maintain an up-to-date knowledge of company policies and procedures and ensure all client documentation is saved accordingly to the correct files.
• Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer
• Communicate with colleagues and product providers as needed.
• Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar.
• Maintain the workflow log including the addition of new work requests and updating of completed work.

Essentials :

• A qualified Paraplanner (level 4 diploma) or working towards a level 4 would be considered.
• Experience working within Wealth and Investment management would be desirable but not essential.
• Knowledge and experience of using Microsoft office.
• The ideal candidate would in addition have knowledge of using Dynamic Planner, FE Analytics and Cash Calc (an advantage)

If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15784