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Paraplanner

Recruit Wealth
Posted 12 hours ago, valid for 25 days
Location

Sheffield, South Yorkshire S25 2XQ

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Recruit Wealth is representing a leading national Financial Planning business in the UK, seeking a Paraplanner for their Sheffield regional hub.
  • Candidates should have experience in a financial advice firm with report writing skills, and a diploma qualification is desirable.
  • The role offers a salary of £30,000 to £40,000, depending on experience, along with benefits such as quarterly bonuses and 25 days of holiday.
  • Responsibilities include writing financial planning reports, conducting product research, and maintaining client records.
  • The company provides genuine career progression opportunities and a supportive management team.

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Sheffield regional hub, one of 42+ national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

  • Writing financial planning reports that planners present to clients.
  • Supporting the planners by conducting research on products and helping find the right solutions for clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

Role Requirements

  • Experience in a financial advice firm and Paraplanner/report writing skills is essential.
  • Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
  • Experienced in using IO/Intelligent Office
  • A reliable individual who has the ability to manage and prioritise workloads.
  • Outstanding communication skills at all levels.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Analytical and problem-solving skills.
  • Experience of working as part of a team.
  • Excellent organisational and multi-tasking abilities are essential.
  • Flexibility/ adaptability to cope with change.
  • Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

  • Quarterly paraplanning bonuses
  • 25 days holiday plus bank holidays
  • Day off for your Birthday
  • Annual salary reviews
  • Staff awards
  • Study support for professional industry exams
  • Adviser Academy if desired
  • Progression
  • Holiday Purchase Scheme
  • Life Assurance
  • Private pension
  • Corporate Eyecare cover
  • Flex/Hybrid working

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This opportunity is only available due to an existing Paraplanner now being promoted to Financial Planner.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.