JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now!

Duties for the Paraplanner:

• Support the Financial Adviser throughout the client journey.
• Accurately prepare suitability reports and letters to target deadlines.
• Ensure all client work is compliant and supported with relevant paperwork.
• Undertake comparative research in preparation of client recommendations.
• Understand clients overall financial position from fact finds.
• Conduct annual reviews in line with SLAs.

Person Specification for the Paraplanner:

• Level 4 Financial Planning Diploma or working towards.
• Previous experience as a Paraplanner minimum 12 months experience.
• Strong understanding of financial products and services.
• Prior experience of managing/supervising people.
• Strong analytical skills specifically analysing financial records.

Salary: £35,000 - £40,000pa (dependant on the level of experience)

Hours: Monday to Friday 9am till 5pm office based

This role is a full-time, permanent position. The salary range reflects the candidate`s level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role`s requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.

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