Location
SHEFFIELD
Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref84524
Recruiter Managing This Role
Paraplanner
Sheffield
£28-32K
Monday to Friday
Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?
Perhaps you feel a lack of support in your role?
Or simply looking for a change?
If any of the above are true, then this role should be of interest
Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies.
Overview:
Preparing & implementing recommendation reports
Completing applications
Researching suitable solutions and carrying out due diligence on recommended products
Working closely with Advisers to ensure a professional and efficient relationship.
Review investment portfolios
Identify areas that need to be discussed at annual review e.g. IHT and retirement planning
Analyse investment funds
Requirements:
Previous experience working as a Paraplanner within an IFA environment
High level of technical knowledge
Excellent administration skills and report writing ability
Recent experience of working in a similar role
Ability to prioritise tasks and manage own workload
A diploma isnt a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary.
If you are interested in discussing this role in more details contact Sam at Heat.
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