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We are currently working with a regional Independent Financial Advisory Firm, who is seeking an experienced and talented Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.
What's in it for you?
- Genuinely competitive salary
- Annual bonus
- Free parking
- Ongoing training and development
- Study support towards CII Diploma
- Generous holiday allowance with the option to buy/sell days
- Flexible hours
- Company pension
- Private Health Cover
- Loads of social events
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
- Ensure all compliance paperwork is in order
- Discuss the client's needs and objectives with the relevant adviser.
- Prepare recommendation reports in accordance with the agreed recommendations
- Production of Cash Flow Forecast Reports
What do we need from you?
- The ideal candidate will need to have previous experience completing product research and compiling reports within a Financial Service environment
- Up to date knowledge of regulation and legislation
- Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning
If you are looking to join a thriving financial planning firm where you could have an excellent long term career, then apply today or for more information please contact one of our specialist consultants and quote job reference NJR15677
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