UA-185291695-1 Paraplanner, Jobs, 330

Paraplanner

Paraplanner - Sheffield, Yorkshire and the Humber

Ref: 330Tuesday 16 November 2021

£30,000 - £40,000

A leading IFA firm with 6Billion AUM is looking to hire a Paraplanner to join their Sheffield office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.

 

Benefits:

25 days annual leave, A day off for your birthday, Contributory pension scheme, Private Healthcare, Life assurance, Health insurance, Charity volunteer days, Employee recognition, Recruitment referral, Cycle to work scheme

 

Responsibilities:

Produce financial planning reports for consideration and signoff by advisers taking into account standards for suitability and quality

Analyse client portfolios/products and other relevant information in order to prepare the above

Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client

Prepare cash flow analysis as required

Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations

Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar

Assist the wider team when needed and when there is capacity to do so

 

Skills:

Diploma qualified

Experience working as  Paraplanner