Experienced Paraplanner
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension SchemeAbout the RoleNJR Recruitment are working with a National firm of Chartered and Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.Key ResponsibilitiesCreate and compile investment reports for new and existing clientsPrepare pre-investment packs to support Financial Consultants'' recommendationsProduce market research reports to ensure investment propositions remain competitiveProvide technical support to administrators as requiredMaintain relationships with investment and insurance providers, supporting their managementEnsure all work adheres to FCA Conduct Rules and compliance standardsSkills, Knowledge and ExperienceAchieved, or working towards, Financial Planning Diploma (Level 4)Minimum of 2 years'' experience as a paraplanner in a similar financial services firmStrong knowledge of investments, pensions, and financial services productsUnderstanding of investment PI awards and complex financial planning solutionsAbility to consider the needs of highly ..... full job details .....
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