Trainee Paraplanner Leeds£30,000 - £35,000NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and Trianee Paraplanner to join their dynamic and ever growing business. What''s in it for you?Hybrid Working25 Days Holiday + Bank HolidaysEnhanced Pension SchemeFree Parking Private Medical InsuranceDeath in Service CoverPersonalised Development Plan Ongoing training Full study supportLots of team/social eventsWith hybrid working out of their offices based in Leeds, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.Responsibilities:Identify and obtain information necessary to compile financial cash flow forecast Managing the research and analysis of financial products to meet client''s requirements Assisting with any FCA related IssuesCompiling financial planning reportsMonitor client portfoliosDrafting letters of advice on behalf of the plannersPrepare file documentation prior to account openingAct as main point of contact and deal effectively with queriesBuild strong relationships with clients and attend occasional client meetingsThe successful candidate will need to have previous experience working in financial planning - preferably within an Independent Financial Services environment. You will also ideally ..... full job details .....