Paraplanner
AI Summary
A Paraplanner provides technical research and support to financial advisers, assisting with planning and report preparation and some client interactions.
About this role
Paraplanner
Recruit UK are working on an excellent opportunity for a Paraplanner in Sheffield to join an Independent Financial Advice practice.
This firm are locally owned and managed. They focus on building long-term relationships with their clients, they are impartial, professional and put their clients’ needs at the forefront of what they do.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Sheffield. Paraplanning is a technical function of this business, it involves technical research and support to the Financial Advisers, including some client contact where required.
What’s in it for you?
·Salary negotiable dependent on skills and experience, up to £35,000
·28/29 days holiday plus bank holidays
·Study library for CPD
·Workplace pension
·Health care
·Ongoing study and exam support
Skills and experience required:
·Level 4 Diploma, or working toward
·Good organisational skills
·Previous Paraplanning experience
·Strong report writing skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Nottingham on a Paraplanning role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Skills
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