Paraplanner - HNW Financial Planning Practice
This leading accountancy firm is currently seeking an experienced Paraplanner in Sheffield to join their expanding Wealth Management arm.
In this role you will undertake research and prepare suitability letters for high net worth clients and provide high quality technical support to the advisers.
You will have administration support and the role is mainly focussed around the technical aspects of paraplanning.
You will be supported in both professional development and to take further qualifications.
Ideally you will be working towards or hold Diploma status (CII) and be keen to work towards Chartered status (CII).
You must have paraplanning experience or be an adviser who has prepared and written their own research and suitability reports.
Basic to £30,000 and benefits.