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