Report Writing Paraplanner

Recruiter
SF Group
Location
Sheffield
Posted
10 Jan 2019
Closes
29 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
SF Group are currently recruiting for a full-time Paraplanner on the behalf of an Independent Financial Advice firm in Sheffield. The company was established in 2000 and has since grown in size from having 4 advisers to currently having 18 advisers. The advisers often write their own reports but sometimes this is handled by a Paraplanner and they are therefore looking for a Suitability Report Writing Administrator or an experienced Paraplanner to support the office. The Work: •All aspects of Paraplanning •Focus on suitability report writing •Help develop and improve the report templates in place •Fund comparisons •Pension comparisons •Full research •Work of your own accord – no micromanagement •Help out with Administration and other tasks around the office when required Benefits: •Established and successful firm with a great work culture and friendly, down to earth management •Full funding for any relevant qualifications including DipFA •Long term career prospects •Excellent earning potential and employment package •Mid-sized firm – you can have influence on the work, you won’t be just another number in a large organisation and none of the job insecurity which can come with some small firms •Free on-site parking •Early finish on a Friday To be considered for the role the applicant must: •Have previous report writing experience •Demonstrate reliability and strong interpersonal skills •Show a technical understanding of the Financial Planning process •Be prepared to take responsibility for organising your own workload If you’re interested in the role, would like to know more or apply, please don’t hesitate to get in touch

Similar jobs

Similar jobs