Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office.
Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staff in the team.
You must have paraplanning experience and ideally be CII Level 4 Diploma qualified and hold or be working towards Chartered status and be keen to study further qualifications.
Basic salary up to £47,500, pension and benefits
#J-18808-Ljbffr