Paraplanner - South Yorkshire

Posted 23 November by Focus Search and Selection

Paraplanner - Sheffield

Our client is looking for an experienced Paraplanner to work within their growing wealth team.

Working closely with advisers, you will ensure that the client experience is delivered effectively, whilst following internal and FCA processes and regulations.

You will have experience working as a Paraplanner in the financial services industry, ensuring that clients are listened to as individuals and valued, so you can produce bespoke quality reports within agreed timescales.

The successful candidate will ideally be Diploma level 4 qualified, or at least working towards. You will have an ambition to succeed in a progressive and ambitious firm. You must be comfortable working under pressure to meet deadlines and have the ability to use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential.

This is a great opportunity to become a part of a motivated team within an employee focused practice where you will enjoy a progressive and rewarding career.

Don't delay, apply today!

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Compliance
  • Customer Service
  • Financial Services
  • Paraplanning
  • suitability reports

Reference: 33875505

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