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Permanent

Trainee Paraplanner

Sheffield
money-bag 27000.00-27000.00 Annual
3085439559
Posted Yesterday

Trainee Paraplanner Sheffield£27,000 - £33,000 + BonusWe are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.Responsibilities:Check all paperwork / information is available to ensure that the client file meets company and the FCA''s rules and requirementsDiscuss the client''s needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast ReportsWhat do we need from you? Previous experience of working in financial planning A good knowledge across a range of pensions, investments, estate planning and protection products Good attention to detail and good grammar skills Those working towards the level 4 diploma would be of most interest What''s in it for you? Genuinely competitive salary Annual bonusFree parkingOngoing training and developmentStudy support towards CII ..... full job details .....

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