Paraplanner
Paraplanner (Qualified or Trainee)Salary: Qualified Paraplanner: From 40,000 per annum (DOE and qualifications) Trainee Paraplanner: From 28,000 per annum Salary progression: + 2,000 per exam passed; starting salary adjusted for existing qualificationsLocation: Sheffield (hybrid working available)Hours: Mon-Fri, Full-time, permanent positionFull-time, Permanent PositionWe are seeking a motivated, detail oriented Paraplanner to join our client''s growing financial planning firm. This opportunity is open to both experienced paraplanners and individuals currently working within a financial advice environment who are ready to progress into a paraplanning role. The successful candidate will support advisers in delivering high quality, compliant financial planning solutions, with a strong emphasis on pensions, retirement planning, and investment strategies. This role is central to ensuring excellent client outcomes in line with Consumer Duty expectations. The Key Responsibilities of the Paraplanner: Conduct detailed financial product and fund research Prepare suitability reports and supporting documentation via Genovo (or equivalent) Analyse client circumstances and assist advisers in shaping suitable financial planning recommendations Review and validate information provided by administrative staff to ensure accuracy and completeness Liaise with administration teams to obtain outstanding information and progress business efficiently Maintain and update accurate client records ..... full job details .....
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