Job Title: Trainee Paraplanner
My client is a Financial Advisory & Investment Management firm, providing high-quality Financial Advice to both Individuals and Businesses.
We are currently seeking a Trainee Paraplanner to join the Administrative team. Your responsibilities will include assessing new business submissions based on information provided by the IFA's, recording new cases in the company's internal systems, liaising with Financial Advisers to gather information for case completion, producing suitability letters and reports, presenting cases to Financial Advisers, providing feedback on new business and cases, and finalising cases in line with the company's regulatory procedures.
The ideal candidate will have some experience in IFA Administration, with 1-3 years of experience, and a desire to progress into Paraplanning. Candidates with 1-3 years of experience within Financial Services are encouraged to apply. It is also advantageous if you are working towards a Diploma in Financial Planning, with some exams already completed (RO1, RO2, RO3). We are open to considering candidates new to the sector who are willing to study and develop a career in Financial Advice.
This role offers a competitive salary and is based in Sheffield.
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