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Calling all Paraplanners in and around the South Yorkshire area...We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.??You will work closely with Advisers and provide crucial support and client care such as:
- Conducting research
- Producing illustrations
- Report writing
- Producing analysis of products and panels
- Working within best advice practice and regulatory standards
- Financial Planning, Pensions & Investments knowledge
- Hybrid working & study support (progress towards Dip is required)
You will ideally be part diploma qualified as a minimum - this role may suit someone working as a Senior Financial Planning Administrator undertaking some dual PP duties as part of their current role.
You would be joining a friendly and supportive team - there is also the opportunity to work part from home and part from the office with ongoing study support.
Pleasereach out ASAP to find out more!
We'd love to chat to you about this opportunity.
