Paraplanner / Researcher

Posted 9 April by Lime People Search & Select Ltd Easy Apply

Paraplanner / Researcher - Chesterfield - £23-28k

My client is a Financial Advisory (IFA) firm based in Sheffield, providing Financial Planning services and advice to both Businesses and Individuals.

We are urgently seeking an experienced Paraplanner. As Paraplanner you will be responsible for providing Financial Advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.

We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice, ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified whom have the level of Paraplanning research experience required.

Required skills

  • Financial Services
  • Paraplanning
  • Report Writing
  • Research

Reference: 34860175

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