Back to results · Sheffield

Job verified 2 hours ago

Junior Paraplanner

NJR Recruitment·Sheffield (Yorkshire and Humberside)Junior
£30 000 – £35 000 / year
Vox Summary
  • Role Responsibilities: Check paperwork, discuss client needs, prepare recommendation reports, produce Cash Flow Forecast Reports.
  • Key Requirements: Experience in financial planning, knowledge of pensions, investments, estate planning, protection products, attention to detail, studying towards level 4 diploma.
  • Conditions & Benefits: Competitive salary, annual bonus, ongoing training, study support, flexible hours, company pension, private health cover, social events.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Junior Paraplanner Sheffield £30,000 - £35,000 We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Junior 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. 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: • Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements • Discuss the client's needs and objectives with the relevant adviser. • Prepare recommendation reports • Production of Cash Flow Forecast Reports What do we need from you? • Previous experience of working in financial planning • A good knowledge across a range of pensions, investments, estate planning and protection products • Good attention to detail and good grammar skills • Those working towards the level 4 diploma would be of most interest What's in it for you? • Genuinely competitive salary • Annual bonus • 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 This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm! For more information please apply today or contact one of our specialist consultants and quote job reference NJR16811

Transparency panel

Original source
reed.co.uk
Posted
Jun 29, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

Similar

Jobs like this one.

Tax Manager

IPS Group
Sheffield
£40 000 – £60 000 / year
Newvia reed.co.uk·13 hours ago65/100

Practice Nurse

Chase Medical
Sheffield
£28 – £47 / hour
Newvia reed.co.uk·16 hours ago65/100

Something wrong with this listing? Report a fraudulent or outdated job