Paraplanner

Paraplanner
Sheffield
£28-32K
Monday to Friday

Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?

Perhaps you feel a lack of support in your role?

Or simply looking for a change?

If any of the above are true, then this role should be of interest …

Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies.

Overview:

- Preparing & implementing recommendation reports

- Completing applications

- Researching suitable solutions and carrying out due diligence on recommended products

- Working closely with Advisers to ensure a professional and efficient relationship.

- Review investment portfolios

- Identify areas that need to be discussed at annual review e.g. IHT and retirement planning

- Analyse investment funds

Requirements:

- Previous experience working as a Paraplanner within an IFA environment

- High level of technical knowledge

- Excellent administration skills and report writing ability

- Recent experience of working in a similar role

- Ability to prioritise tasks and manage own workload

A diploma isn’t a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary.

If you are interested in discussing this role in more details contact Sam at Heat.

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