Vacancy Detail

Paraplanner - Sheffield

Location: Sheffield
Ref: 107 - PPsh - CW
Job description
An opportunity for an experienced Paraplanner has arisen within a well established and successful Boutique Wealth Management practice, specialising in providing financial advice to personal and corporate clients.

You will be responsible for paraplanning and providing technical administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

The ideal candidate will have a demonstrable experience in a paraplanner role within an IFA or Wealth Management firm. Preferably CII Diploma in Financial Planning with the desire to work towards Level 6 Diploma, CFP or Chartered Status is desirable.

This is an exciting opportunity for you to join an established firm that can offer you a great career. On offer is a competitive salary, career development and generous benefits.

Take charge of your career and apply now.

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.