Sheffield, UK
19 Jun 2019
27 Jun 2019
Contract Type
Full Time
Paraplanner : Sheffield : to £35,000 basic + excellent benefits

Your new company
Leading firm of IFAs / Wealth Management Advisers has a new opportunity for an experienced Paraplanner.

Your new role
Working within a highly professional, close knit team, providing technical support to a senior financial planner. Key responsibilities include preparing highly technical client reports and detailed suitability letters including client reviews, building strong working relationships with investment managers and assisting with maintaining relationships with existing clients.

What you'll need to succeed
Proven experience as a paraplanner, strong report writing and research skills, strong technical knowledge with an emphasis on IHT planning, SIPP, retirement planning, a high level of professionalism and integrity.

What you'll get in return
Highly competitive basic salary plus benefits package to include a generous pension contribution, death in service, private medical insurance, 25 days holiday increasing with service and a discretionary bonus to reward
and recognise personal contribution and reflect the success of the department.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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