Paraplanner

Posted 4 April by Search Consultancy Easy Apply

Paraplanner
Sheffield
up to £40,000 plus benefits

My client, a well established IFA and Wealth Management organisation based in Sheffield, are looking to add an experienced paraplanner to their already strong paraplanning team.The reputable company are renowned for providing comprehensive financial planning to a wide range of clients.

The successful applicant will provide technical support to the impressive array of advisors employed by the company. Duties will include the report writing for various specialist departments including providing full support with regards to investment, life insurance and various pensions products.

To apply you must have paraplanning experience and demonstrate an extensive knowledge of a wide range of financial services products, services and procedures. Organisational, time management and communication skills are also required.

Please apply in confidence, or contact David Elders at Search Financial Services directly or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Required skills

  • IFA
  • paraplanning
  • pensions
  • paraplanner
  • investments
  • "trainee paraplanner"
  • "suitability reports"
  • "senior paraplanner"

Reference: 34822953

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