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PARAPLANNER / TRAINEE ADVISER

NJR Recruitment
Pay: 30000.0000 - 35000.0000
Location: Altrincham Altrincham United Kingdom
Category: Entry Level
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time, Indoor , Daytime Work
Job reference: E04086326
Adventure 2021-06-12 2021-06-19

Job Description

A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.

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 firm’s 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.

NJR11400

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