Trainee Parapanner

Recruiter
Cameron James
Location
Sheffield, UK
Salary
Competitive
Posted
13 Jul 2019
Closes
18 Jul 2019
Ref
1187389532
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Paraplanner. Sheffield City Centre. £22,000-£27,000. Excellent transport Links. Full study support. 22 days Holiday (can purchase additional). Bike to Work Scheme. Dental, Life and Private Medical Insurance - up to 8% Pension Contributions - Personal Accident Insurance.

Working in partnership with a reputable Wealth Advisory Practice in Sheffield I am currently recruiting for a Junior Paraplanner to support their Advisers.

As a Junior Paraplanner you will join an existing team of Paraplanners and provide full support to their very successful Wealth Advisory team.

Duties will include but will not be limited to;

· You will analyse client objectives and produce any relevant recommendations in the form of reports

· Conduct Product Research

· You will collate and analyse information e.g. cost and charges ensuring transactions are followed through as per SLAs

· Valuations

· Platform work

And with experience/knowledge/capability;

· Previous Financial Services experience, eg Pensions or Investments is preferable

The successful Trainee Paraplanner must have either provided similar support within a Financial Planning company.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

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