Junior Paraplanner

Junior ParaplannerRemote£28,000 - £33,000NJR Recruitment are delighted to be working with a growing and highly personable Independent Financial Planning firm who are looking to recruit a Junior Paraplanner to join their expanding technical support team.This is an excellent opportunity for an experienced IFA Administrator looking to take the next step into paraplanning within a supportive and collaborative environment. Working closely with a small but growing team of Advisers, you will receive ongoing support and development whilst building your technical knowledge and report writing experience.The RoleSupporting the Financial Advisers and wider technical team, responsibilities will include:Assisting with the preparation of suitability reports and recommendation letters Writing basic suitability reports for straightforward cases and annual reviews Conducting product and provider research Preparing client review documentation and meeting packs Liaising with providers regarding new business, transfers and policy information Supporting advisers throughout the advice process Maintaining accurate client records and ensuring compliance standards are met About YouPrevious experience working within an IFA Administration role is essential Some experience writing basic suitability reports or recommendation lettersGood understanding of pensions, investments and financial planning processes Strong attention to detail and organisational skills Professional and client-focused approach Keen ..... full job details .....