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Paraplanner

Salary:
From £25,000 to £30,000 per annum Plus excellent benefits
Location:
Sheffield
Company:
NJR Recruitment

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Paraplanner

Location: Sheffield

£25,000 - £30,000

EXCELLENT BENEFITS ON OFFER INCLUDING HEALTH INSURANCE, PENSION, FREE PARKING, STUDY SUPPORT AND SO MUCH MORE!

Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.

This is a fantastic opportunity for an experienced Paraplanner who is seeking progress and work for a highly successful business that holds an excellent reputation within the Wealth Management sector.

You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class services to their Client bank.

Responsibilities

  • Provide technical and research support to the financial planners.
  • Closely liaise with clients
  • Prepare full suitability reports
  • Liaise with administrators and planners on any required amendments
  • Research the most suitable products and tax wrappers
  • Calculations such as carry forward, CGT, IHT and bond calculations
  • Prepare research on existing investment and pension funds using appropriate research tools
  • Compare with appropriate funds/portfolio for the clients attitude to risk

What's in it for you?

  • Free Parking
  • Generous holiday allowance
  • Personalised Training Plan
  • Health Insurance
  • Pension
  • Full Study Support
  • Flexi Hours

The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Financial Services environment. You will ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills. Experience using IRESS would be advantageous

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR10566


This job was originally posted as www.totaljobs.com/job/90956772

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