Paraplanner

Recruiter
Lime People Search & Select Ltd
Location
Sheffield, UK
Salary
Competitive
Posted
10 Sep 2019
Closes
10 Oct 2019
Ref
674923107
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a Financial Advisory (IFA) firm based in Sheffield, providing Financial Planning services and advice to both Businesses and Individuals.

We are urgently seeking an experienced Paraplanner. As Paraplanner you will be responsible for providing Financial Advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.

We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice, ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified whom have the level of Paraplanning experience required

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