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Paraplanner

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Location

SHEFFIELD

Salary £28000 - £32000
TypePermanent
WorkplaceOn-Site
Ref84524

Recruiter Managing This Role

Paraplanner
Sheffield
£28-32K
Monday to Friday

 

Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?

Perhaps you feel a lack of support in your role?

Or simply looking for a change?

 

If any of the above are true, then this role should be of interest …

Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies.

 

Overview:

– Preparing & implementing recommendation reports

– Completing applications

– Researching suitable solutions and carrying out due diligence on recommended products

– Working closely with Advisers to ensure a professional and efficient relationship.

– Review investment portfolios

– Identify areas that need to be discussed at annual review e.g. IHT and retirement planning

– Analyse investment funds

 

Requirements:

– Previous experience working as a Paraplanner within an IFA environment

– High level of technical knowledge

– Excellent administration skills and report writing ability

– Recent experience of working in a similar role

– Ability to prioritise tasks and manage own workload

 

A diploma isn’t a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary.

 

If you are interested in discussing this role in more details contact Sam at Heat.

 

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Application For Paraplanner