PA Paraplanner (Sheffield) One of South Yorkshire’s largest & most successful Chartered IFA's

Reference:
VAC-193
Sector:
Wealth Management
Salary:
£24,000 to £35,000 Per Annum
Town/City:
Sheffield
Contract Type:
Permanent

JOB DESCRIPTION: Personal Assistant/Paraplanner

Qualifications

Minimum Cert in Financial Planning, preferably fully or part Diploma qualified

Good I.T Skills

A minimum of 2 years industry experience working in an IFA environment as a paraplanner

Duties

Providing Paraplanner support to advisers, the role will primarily consist of:

Report writing

Suitability letters

Preparing business for submission

Logging of New Business

Organising adviser’s diary

Liaising with clients

Liaising with product providers

Chasing business through to completion

Monitoring adviser activity

Organising client reviews

Computer record keeping using the specialised IFA computer system

Scanning Documents on to Back Office System

Some General Office Administration Task’s

Hours of work           9am to 5.00pm

Holidays                     20 days + Bank Holidays paid leave increasing to 25 days with service

Salary                         Sheffield: c. £24,000 to £35,000 per annum (dependent on experience)

Benefits

·         Discretionary Bonus

·         Four times Salary Death in Service

·         After 1 yr service contributory Income Protection via company Group PHI scheme (via salary sacrifice).

·         Group Pension Scheme 4% contribution after 3 months service.