Experienced Paraplanner (Sheffield)

Wealth Management
Salary negotiable
Contract Type:

An opportunity has arisen for a Paraplanner to join a successful and growing company.

Our client is an independent wealth management and financial planning business providing financial advice and investment management solutions to private clients.

Studying towards CII Level 4 Diploma essential

Your primary responsibility will be to work with the Financial Planners, administrators, together with other members of the paraplanning team, to deliver a high quality, efficient service to both customers and staff.

This is a technical position, dealing at times with complex figures and rules, as well as routine tasks, which will not be limited to those listed below. 
• Analysis of client circumstances, objectives, requirements, and risk profile

• Research into, and analysis of, client current financial arrangements

• Analysis of client CGT positon, and other tax considerations

• Researching products, and solutions

• Preparation and writing of recommendation letters and reports

• Assist with client reviews, including attending some client meetings

• Dealing with queries from clients and other staff

• Work with other team members to keep client records up to date.

• Co-ordinate workflow with other staff members

• Keep up to date with changes in all necessary financial planning areas

Contractual benefits including salary, pension, holiday and private healthcare

Half a day per month off to attend relevant CPD events including travel expenses

Consideration given to working from home when unable to attend the office

Pension contribution  5% of basic salary. Salary sacrifice available.