img
Permanent

Paraplanner

Sheffield
money-bag 34000.00-34000.00 Annual
3085438359
Posted Yesterday

Job Title: ParaplannerLocation: South Sheffield (Hybrid Working)Salary: Negotiable, dependent on experience and QualificationsA well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients'' objectives.This role also offers structured training and development support with an option to progress towards advising available in the future.Key ResponsibilitiesProduce comprehensive, compliant financial planning reports for advisers to present to clientsConduct technical research on products, providers, and planning solutionsSupport advisers with client reviews, queries, and ongoing servicing requirementsAct as a point of contact for day-to-day client and adviser support queriesPrepare client review packs and obtain illustrations as requiredKeep up to date with financial planning legislation, products, compliance requirements and industry developmentsKey RequirementsPrevious experience within a Financial Advice / Wealth Management firmStrong paraplanning and report-writing experience is essentialDiploma in Financial Planning (or working ..... full job details .....

Other jobs of interest...

Eden Rose
SheffieldYesterday
money-bag32000.00-32000.00 Annual
Recruit Wealth
SheffieldYesterday
money-bag36000.00-36000.00 Annual
Lime People Search & Select Ltd
ChesterfieldYesterday
money-bag30000.00-30000.00 Annual
CB3 Associates Ltd
SheffieldYesterday
money-bag37000.00-37000.00 Annual
Reward Recruitment
RotherhamYesterday
money-bag35000.00-35000.00 Annual
CB3 Associates Ltd
ChesterfieldYesterday
money-bag35000.00-35000.00 Annual
Ortus PSR
ChesterfieldYesterday
money-bag40000.00-40000.00 Annual
Capio Recruitment Financial Planning
SheffieldYesterday
money-bag28000.00-28000.00 Annual
NJR Recruitment
SheffieldYesterday
money-bag27000.00-27000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!